JDR Insurance Brokerage

Sword Insurance, located in St. Albert, AB, is led by founder Kim Sword, who brings over 18 years of industry experience. The agency focuses on providing tailored insurance solutions, emphasizing personalized service and strong community connections to ensure clients receive the right coverage for their needs. The team, including key member Nicole, is dedicated to simplifying the insurance process for their clients, handling everything from policy questions to claims assistance. With a strong commitment to customer satisfaction, Sword Insurance strives to make insurance management as seamless and cost-effective as possible. Generated from the website

Red Willow Wealth Management, based in St. Albert, AB, specializes in personalized investment planning and financial management for clients in the Capital Region and Alberta. The firm's approach is tailored to individual circumstances, focusing on understanding clients' needs and objectives to create customized strategies. With a commitment to comprehensive planning, Red Willow Wealth Management helps clients grow their wealth and gain confidence in achieving their personal financial goals. Services offered include financial planning, insurance and portfolio analysis, tax planning, estate planning, and retirement planning. Clients have access to a range of resources such as calculators, financial library, articles, and government sites to support their financial decision-making process. Red Willow Wealth Management aims to empower clients by providing the necessary tools and expertise to navigate the complexities of wealth management. Generated from the website content

Brad Brodeur is a seasoned Financial Advisor with over 27 years of experience in the financial services industry, currently serving clients at Raymond James Ltd in St. Albert, Alberta. He emphasizes a personalized approach, focusing on understanding each client's unique financial goals and needs through regular, hands-on meetings. Specializing in a comprehensive range of investment services, Brad is dedicated to helping clients design tailored investment portfolios that align with their individual objectives. His commitment to integrity and hard work, combined with his extensive expertise, positions him as a trusted partner in navigating the complexities of financial planning and investment management. Generated from the website