Tactical Asset Management, Inc. is an independent firm providing Financial Planning and Wealth Management Solutions. Serving individuals in Saskatchewan, Alberta and British Columbia - our job is to meet each person's unique goals and objectives through comprehensive wealth management solutions. Over the past 24 years we've been able to leverage our independance by forming strategic relationships within the financial services sector - all the while delivering independent and non-bias advice to our clients.

Our client list is small by design, facilitating the hands-on-attention to detail that has become our hallmark. Experience, plus our continued investment in on-going training and new technology, allows us to provide the advice and services client's seek. For these same reasons, you will find our team of professionals approachable, committed and highly qualified to help you.

TESTIMONIALS

"Their approach to comprehensive financial planning has been a great help to us ... not only in terms of investment performance but also in making the process easier to understand."

Rick H. & Linda A.
Calgary, Alberta
Clients Since 1991

"They came around at a time when I really needed financial help! Knowing little about investments I have trusted them implicitly and I have reaped the benefits. I highly recommend them as financial planners."

Phyllis L.
Regina, Saskatchewan
Client Since 1983

"They take the time to ensure that we understand every decision, whether it involves insurance, investments, tax deductions or any other aspect of our investment portfolio. And they're always available to talk to us."

Gerry & Cheryl M.
Regina, Saskatchewan
Clients Since 1990

"I have continued to deal with them since moving to British Columbia as I have been very satisfied with their services and the rate of return they've achieved on my investment portfolio."

Jack M.
Kelowna, British Columbia
Client Since 1982

"Besides successfully managing our finances, we are particularly pleased with their willingness to spend considerable time to explain the intricacies of various investment strategies in plain English. They're very knowledgeable about all facets of our financial plans and we are most satisfied with the results they've achieved."

David & Beverley B.
Regina, Saskatchewan
Clients Since 1990



Clients can feel safe in knowing, as professionals, we subscribe to the ethical principles and guidelines set down by ADVOCIS (formerly the Canadian Association of Financial Planners and the Canadian Association of Insurance and Financial Advisors) and the Financial Planners Standards Council. You can feel confident when you put your trust in us!

is awarded under licence by Financial Planners Standards Council.

Globally, the CFP designation is acknowledged as the industry's highest standard and Tactical Asset Management, Inc. is committed to it's advisors meeting the rigorous pre- and post-certification requirements and the annual continuing education requirements.