Finance, Legal & Legacy

Planning for the future is one of the greatest gifts you can give yourself and your loved ones.

The professionals featured here have earned Alberta Senior Living’s trust for their experience, integrity, and care. From financial and estate planning to insurance, legal advice, and compassionate end-of-life arrangements, these experts help you protect your legacy, find peace of mind, and make confident decisions for the road ahead.

Trixie Rowein is a Senior Portfolio Manager and founder of PAX Portfolio Advisory Team, as well as a Vice President with Raymond James Ltd.’s Private Client Group. She specializes in advising clients going through a transition, including retirement,

Trixie Rowein is a Senior Portfolio Manager and founder of PAX Portfolio Advisory Team, as well as a Vice President with Raymond James Ltd.’s Private Client Group. She specializes in advising clients going through a transition, including retirement, loss of a spouse through death or divorce, and transitioning money to the next generation. Having gone through a divorce herself, Trixie understands that caring for clients' well-being goes beyond money and that feelings matter just as much as finance. Contact Trixie at 780-414-2500 or email her at Trixie.Rowein@RaymondJames.ca.

Since 1966, the Cooperative Memorial Society has helped Albertans plan ahead for end-of-life with compassion, integrity, and affordability. A one-time $40 membership provides access to plans and services with locally owned funeral homes and other pro

Since 1966, the Cooperative Memorial Society has helped Albertans plan ahead for end-of-life with compassion, integrity, and affordability. A one-time $40 membership provides access to plans and services with locally owned funeral homes and other professionals that can save families thousands of dollars. Call 403-248-2044 or email admin@coopmemorial.org.

Connelly-McKinley Funeral Homes is an Alberta family-owned 4th generation funeral home serving families in the greater Edmonton area. For more information, call 780-422-2222 or email info@connelly-mckinley.com.

Connelly-McKinley Funeral Homes is an Alberta family-owned 4th generation funeral home serving families in the greater Edmonton area. For more information, call 780-422-2222 or email info@connelly-mckinley.com.

Your retirement years should feel secure and empowered. With a free Financial Needs Analysis, Kendell will walk you through your long-term investment options, income strategies, and protection plans—including mutual funds and life insurance—so you ca

Your retirement years should feel secure and empowered. With a free Financial Needs Analysis, Kendell will walk you through your long-term investment options, income strategies, and protection plans—including mutual funds and life insurance—so you can make decisions with confidence and peace of mind. Email Kendell Slusarchuk at kslusarchuk@primerica.com.

Needing extended care may be scary. Not being able to afford it could be a nightmare. Help protect your family with Long-Term Care Insurance from the Knights of Columbus. Contact Valence Joseph, CPA at 587-839-3256.

Needing extended care may be scary. Not being able to afford it could be a nightmare. Help protect your family with Long-Term Care Insurance from the Knights of Columbus. Contact Valence Joseph, CPA at 587-839-3256.