Advisors in Edmonton

Alberta

Anjou Bhullar

Senior Advisor

I believe that the most important part of any financial plan is providing education in a way that is easy to understand.

Helping my parents, family and friends navigate their retirement plans ignited my passion for maximizing growth potential and doing so in a tax efficient manner.

There is a gap in most Canadians financial plans as they are not being exposed to many of the strategies that are available today.

I pride myself on building lasting relationships with my clients, understanding their needs, and providing tailored solutions. I am dedicated to continuous personal and professional growth, ensuring that my clients are well informed and their assets effectively protected

Brad Baird, EPC

Advisor

I have had the privilege of serving families in my role since 2008.

Helping families gain control of their monthly finances can be the most impactful difference it makes in their lives. The education and protection of individuals and families are the most important area of my business because I have personally been impacted by many life situations and know how finances good or bad impact the outcome of every situation.

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Brent Coutu

Partner

I started my financial services journey in November 2004, and it has been incredible.

I love having a business that is a true win-win situation. Every day I get to give people an opportunity to learn more about money. Whether they want to save more money or make more money, I believe that everybody I sit with will benefit from the information that I can share with them. People’s dreams are within reach, they just sometimes need a helping hand to reach them. A few simple lessons are all that stands between you and understanding how to make money work for you. The team at Solomon is here ready to help you make your dreams come true.

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Chris Stockdale

Associate

Helping families manage and understand their financial situation can make a huge difference in their lives. Educating people of all ages about how money works will change your life.

It is my goal to help as many people as I can to grow their financial IQ so they can make great financial decisions.  The team at Solomon Financial is here to help you achieve your dreams

Daniel McMullen

Partner

I truly love that I work in an industry where I get to combine my love for numbers and strategic thinking and  planning with a passion for helping people. 

Whether it be an individual, family, or corporate entity, I am committed to tailoring and building unique financial strategies for everyone that align with and reflect their goals and dreams.  What makes me happy is when my clients are successful, and I know I have made a lasting difference in their lives.

Gina Payne

Partner

Working with her clients to develop personalized strategies, Gina uses a collaborative approach to empower them to make confident financial decisions. Her greatest reward is seeing the positive life impacts that a strong and secure financial future has for her clients. Let Gina help you create the bright financial future you deserve!

Gina has over 10 years of experience as a licensed financial advisor and has a deep passion for helping individuals and families succeed in achieving their financial goals. Her firsthand experience, training and strong values allow her to appreciate the uniqueness of her client’s life situations. Gina works hard to share financial knowledge and protection, allowing people to make confident decisions and create their own secure and successful financial future.

Jay Dingler

Senior Partner

I entered the industry officially in 1999 when I received my license.

Actively looking to grow the Solomon brand is a passion and desire to truly make an impact across the country by growing more outlets with the right people in place. If what we do doesn’t make an impact in the lives of others, it’s not worth doing.

Kim Chaba-Armstrong

Associate

I am an educator by trade and love helping individuals and families achieve their short and long-term dreams.

I, like Solomon Financial, believe that people can be an integral part of their financial journey through life. I endeavor to share the right amount of financial strategies and knowledge with each unique client.

Kim Dingler

Senior Partner

I’ve been helping families of all shapes and sizes with their financial needs since 2002.

At Solomon Financial, we believe in taking care of our clients from cradle to grave. Whether you’re just starting out, expanding your family, planning for retirement, seeking advice on estate planning, or looking to improve your current situation, we’re here to help. My husband and I, along with our amazing team at Solomon, are dedicated to providing top-notch service. I have a passion for helping families with RDSPs, and a knack for finding the best travel insurance available. Many of our clients have been with us for over 20 years, and we’re honoured to serve multiple generations in many of our client families. We love building these long-term relationships.
We serve clients all over BC and Alberta.  I’m passionate about helping families secure their financial future, and I’m here to support you every step of the way.
Let’s work together to make your financial dreams a reality!

Kim Lundquist

Advisor

Kim is busy serving people just like you. Please come back soon to learn more about kim.

Liz Machado

Advisor

I have had the honor of educating and serving families since 2013.

I find it most rewarding when we are able to sit down with families; help them understand their financial possibilities and gain control of their finances. Once this is established, families can start dreaming again and see those dreams become a reality. Making a difference in their lives is what matters the most and is so rewarding. People don’t know what they don’t know. Understanding a few simple concepts is all it takes. Let’s dream big together.

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Matthew Pearcey

Partner

I recently had the privilege of joining the Solomon team after almost a decade of experience in Financial Services preceded by a 5 years working as an Exercise Physiologist and I’m known for making the connection between how people approach improving their behavior with money to their approach in improving their overall wellbeing – if you’ve ever played a sport or started a workout program then you know that the good stuff comes at the end of a well-coached and well played season full of effort, discipline, and ultimately reward.

When my clients are experiencing the financial wellness that they envisioned, others think it must have been easy, but we know what went into it and they are PROUD of themselves! 

I believe in seeing possibility everywhere so if you need a new perspective on an old strategy, or just someone to swap stories with about how we both used to be more athletic, you can reach out to me here: 

LinkedIn: https://www.linkedin.com/in/matthewpearcey1223/ 

Instagram: @matthewpearcey 

Melody Lovejoy

Associate

I have spent over six years as an entrepreneur which has given me a personal understanding of the unique challenges and opportunities business owners and entrepreneurs face. I love working with families and business owners to create effective, creative solutions that support their goals.

I decided to become a financial advisor after experiencing firsthand how insurance protection and estate planning impacted my own family. That journey showed me the importance of compassionate, tailored advice, and I wanted to help other families feel empowered and prepared for the future. Now, I get to combine my background in mortgage financing, real estate, and estate management to guide my clients through life’s big decisions with care and clarity.

Michael Wojcicki

Partner

Helping people and providing value to my community has always been a focus of mine.

As a former athlete with the University of Alberta Golden Bears and Edmonton Wildcats football programs, I like to bring that level of work ethic and teamwork to my clients. After 10 years as a teacher in Edmonton, I transitioned to financial services as a new way to serve my community. I take pride in educating whoever I sit down with, acting as a guide along their life’s journeys.

Nathan Curlett

Senior Advisor

With over five years of experience in the financial industry and a decade as an air traffic controller, I bring a unique perspective to my role as a Senior Advisor. Specializing in corporate consultation, tax planning, and comprehensive insurance solutions, I also have extensive experience in managing investments of all types, including registered, unregistered, and tax-sheltered accounts. Currently pursuing my Tax and Estate Planning (TEP) designation, I value a collaborative approach that sets us apart in the industry, enabling me to provide tailored financial strategies to clients in Edmonton and beyond.

Raelene Schweb

Senior Advisor

With a deep passion for understanding how money works and maximizing its potential, I’ve dedicated over a decade to helping clients achieve their financial dreams.

Whether it’s securing the right mortgage for a dream home, building investments for future financial freedom, or ensuring protection through insurance, I’m here to guide my clients every step of the way. Currently pursuing the Certified Financial Planner (CFP) designation, I’m committed to expanding my expertise to better serve each client’s unique goals. There’s nothing I enjoy more than getting to know a new client and collaborating to create a clear path to their financial success.

Shannon Funston

Senior Planner

My career in the financial industry began back in 2005, and I’ve loved serving my clients and helping them get ahead ever since. 

When my eyes were opened to the staggering lack of education around money, I decided I wanted to be part of the solution.  I know without question that I can make a massive, positive impact on the financial futures of everyone I sit with, and there is nothing more rewarding than being a part of their lives.  As a Captain with the Edmonton Fire Department, I am truly blessed to have a dual career in the service of helping people, and as a member of the Solomon family, I’m so fortunate to be a part of such an incredible group of people.

Timothy Weber, CFP

Senior Planner

It is my mission to help Canadians make better, more informed financial decisions.

This service allows me to develop long-term advice-based relationships with clients, their families, and their businesses. Through this, ongoing education, and a robust professional network I hope to one day be recognized as among the top contributors to financial education for Canadians.

I started this journey in 2016 after a successful career in Business Intelligence that afforded me the freedom to plan my own financial future. Since then I’ve acquired my Registered Retirement Consultant and Certified Financial Planner professional designations.

Tina Pollock

Partner

My husband Wyatt and I were first introduced to this industry as clients.  We were appalled that we were so uneducated about money. 

We immediately started to learn and then unfortunately,  my dad passed away suddenly and that was a real eye opener to what happens to the ones we leave behind.  It also led us to realize that we weren’t making enough money to build our retirement, travel the world, pay for our children’s education and help them start living their dreams.   So when my kids were 2 years and 3 months old I started part time in the industry!   Well that was 13 years ago, and I still love what I do and am grateful every single day for what we have been blessed with. Educating and teaching families what they need to do to get ahead is an honor!  I know everyone deserves a chance to live the kind of life they have always dreamed and make sure we have what we need to take care of ourselves in our future.  We all just need a little help!


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