A Lavoro advisor reviewing a plan

From our advisors

Notes on the work.

Practical thinking on financial security planning — written by the advisors who do the work.

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Based in Edmonton, Alberta

July 29, 2026

Christmas Bureau of Edmonton

February 3, 2017Lavoro Financial Group Ltd. 7240 82 Ave NW Edmonton, AB T6B 0G1 Dear Shirley, On behalf of everyone at the Christmas Bureau of Edmonton, thank you for your passing the plate by sponsor program by sponsoring 20 Edmonton families in need. Know that as you and your family and friends celebrated during the festive season, that your […]

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August 3, 2026

Own your future. Plan for it now.

You can’t predict the future. But you can plan for it. A job loss. A prolonged illness. A sudden death. The decision to go back to school, or travel the world – just a few of the unexpected life events that can send you – and your finances – reeling. Don’t face an uncertain future […]

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August 3, 2026

You worked hard to build your wealth. Make sure your wealth is working hard for you.

Most Canadians have limited resources and competing demands, but studies show that households who work with a financial security advisor save at almost twice the rate as those who do not.* That’s because an advisor can help you identify the gaps and will work with you to come up with a financial security plan that […]

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July 29, 2026

Maximize your wealth. Live the life you want.

Increase your net worth. Partner with a financial security advisor. An advisor can help you find more money to save and make the most of your investments–regardless of your income or life-stage. Advised households: Take charge of your financial future. We can help you develop a more disciplined approach to savings and investing. * CIRANO, […]

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August 3, 2026

Investing in segregated funds policies. Why is there a fee?

A management expense ratio (MER) is the total* fee you will pay to invest in a standard series segregated fund policy. It’s important to note that you do not pay the MER directly; rather it’s paid by the fund itself, which reduces the value of your investment accordingly. How your money gets split out in […]

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