Once The Plan Is Right, The Rest Is Easy.

Personalized Professional Wealth Services For Western Canadians

Our method is simple: Plan, Implement, Review, Repeat

No matter what you want your future to look like, financial planning, investing, and insurance are the foundation of how you get there.

Each financial plan is custom-designed to your unique circumstances to help you arrive at your goal efficiently. With a well-established plan, you can avoid pitfalls and common mistakes that would keep you from arriving at your goals.

Once we have designed the right plan for you, we can find the best investments for your required rate of return and your achievable monthly income. We can then use insurance strategies to protect and build your wealth in a tax-efficient manner.

About Us

The Right Plan

 

 

A customized financial plan that fits your life will help you achieve your goals efficiently.  The right plan will tell us everything from your required rate of return, your achievable monthly income, and even what you can expect to leave for an inheritance.

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Investing Not Gambling

A proper investment strategy makes all the difference. We have based our strategy on our three M’s: Management, Mobility, and Risk Mitigation.

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Protect What You Care About Most

 

Insurance can be complicated; everyone wants the right product for the right price, and no one wants to waste money on unnecessary insurance payments. Our advanced insurance strategies are designed to protect and build your wealth in a cost-effective, tax-efficient manner.

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“When my business sold, I sat down with the Bridgeline Wealth team and they helped me make a financial plan to ensure our retirement went the way we dreamed. I have always been concerned about our money lasting us through retirement. Going through the income projections with our advisor helped show us what was possible. I am very happy we decided to work with Bridgeline.”

Rob, Edmonton, AB

“My husband and I had a great experience working with the Bridgeline team. We highly recommend their services. They gave us great advice on my pension transfer and when to start taking our CPP and OAS. The financial plan really set us at ease, and made us feel like they were really interested in helping us. Highly recommend!”

Mary and Steven, Calgary, AB

“It was a delight to work with Bridgeline! They are informative and the staff is very professional. They provided great insight on how to successfully transition our wealth to the next generation. I would definitely recommend working with them.”

David, Central Alberta

“My experience with Bridgeline was very refreshing. They treated me with so much respect and really went the extra mile to help me. I never felt talked down to or that my questions weren’t important. I felt like they were really listening. Two thumbs up!”

Susan, Regina, SK

testimonials

Ryan Gaunce

Founder, BEng

Ryan started investing at the age of 10 with the direction of his uncle Charles. As he grew, so did his passion for investing. After obtaining his engineering degree from Dalhousie University, he worked as an engineer for a few years, but was always drawn by his love of finances. He decided to return to his passion in 2012, got registered and began his work with Raintree Financial Solutions.

Right away, he recognized a pattern with clients: everyone wants the best return possible but few have a plan for their wealth. Ryan wants to change that. Whether you are in the wealth-building, wealth-enjoying, or wealth-transferring part of life, you need a plan that will fit your exact needs and help you achieve your goals.

Meet the Team

Finally, a plan that fits your life.

We are excited to meet with you and put together your perfect financial plan.

Book a Meeting