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The Moneta Planning Group strives to meet the demands of the rapidly evolving world of financial planning. Through an interactive approach we are able to help our clients clearly identify their financial vision and through modularized processes define what pathway will help them achieve these goals. The proposed strategy will be evaluated on a number of risk assessment levels to ensure that achievement of the plan will endure any critical financial events that will or may happen. Our
philosophy is founded on integrity and trust. We will do our utmost to be
professional, respectful and as time responsive as possible. We will
continually put our reputations to the test and earn the right to our client’s
loyalty. WE HAVE
MOVED!!!!! Moneta Planning Group
Inc. now has 2 offices. Our group benefit division, comprised of Mark Canduro & Sharon Tenney, are at: Phone: 780-460-4327 Fax: 780-460-9527 Toll-Free: 1-877-423-2727 Mark Canduro B.Sc, CLU Member of Employer Benefits Advisors Inc.
(EBAI) Independent Benefit Advisors
Moneta Planning Group’s main
office is now at: 4416 - 97 Street NW Phone: 780-439-3600 Fax: 780-424-8544 Toll-Free:1-877-917-7731 Brad Kezema CFP, CLU Quadrus Investments Services Ltd. Financial & Insurance Advisor Janice Tchida (780) 439-3600 ext. 221 |
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