Troy Hale is a highly respected Advisor and CERTIFIED FINANCIAL PLANNER (CFP®) professional with over 18 years of industry experience helping Albertans build wealth, optimize retirement, and secure their financial legacies.
He specializes in:
✅ Retirement planning - Helping clients 50+ structure their finances to maximize income, minimize taxes, and retire comfortably
✅ Investment management - Designing personalized wealth strategies for clients with $1,000,000+ in assets
✅ Tax-efficient wealth-building - Ensuring every financial decision aligns with long-term financial security and growth
As a trusted financial expert, Troy has worked thousands of families across Alberta and has been recognized as one of the Top 3 Financial Planners in Medicine Hat for seven consecutive years. He is a key contributor to IG Wealth Management's award-winning team.
Professional Credentials & Recognition:
🏆 CERTIFIED FINANCIAL PLANNER (CFP®) - The gold standard in financial planning. Verify Troy's CFP credential
🏆 Chartered Investment Manager (CIM®) - Advanced expertise in investment strategy. See Troy's CIM credential
🏆 Registered Retirement Consultant (RRC®) - Specialized training in retirement income planning
🏆 Featured in National Media - Troy's insights have been published in The Globe and Mail. Read the feature on Troy in The Globe and Mail
🏆 Family Feud Canada champion - Not just a finance expert, but a trivia master! Watch Troy's winning moment
🏆 Guinnes World Record holder - Always up for a challenge!
Beyond Finance: Health, Longevity & Community
Troy's Impact extends beyond financial planning. As a dedicated runner, he has completed multiple marathons and endurance challenges, using his knowledge of longevity science, nutrition, and peak performance to optimize his health. Watch Troy's marathon finish
He is also an active community leader, participating in charity events, volunteering, and mentoring others in financial literacy. Most importantly, he is a devoted father to two daughters, Malia and Priya, and loves spending time with his family.
Troy believes in excellence, trust, and transparency--helping clients navigate financial decisions with confidence while fostering meaningful connections in the community.