Here at EDK Wealth Advisory Group we are a team of investment advisors with over 75 years of combined experience helping members of our community from affluent families, entrepreneurs, professionals, and foundations, with all their wealth management needs. Our main goal is to help empower you with sound financial decisions and to help set you up for financial success while nurturing our relationship together that will last a lifetime. Our team will provide you with personal and customizable advice from,
business succession planning
tax efficiency planning
wills and estates
Once we’ve sat down and discussed your goals, we implement a personalized investment strategy that is designed to help you achieve your goals. We will meet regularly to review your portfolio, discuss what’s happening in the financial industry and adjust our plan in the event of major life events.
We have a great network here at BMO Nesbitt Burns with partners that can provide a full circle approach to your financial needs. We truly value our clients and believe that our team has the knowledge and tools to help make your financial dreams a reality. “A goal without a plan is just a wish”- Antoine de Saint-Exupery.
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Tim Eastwood, CFP®, CIM®, FCSI