Danchek Lindley Wealth Management Group

Danchek Lindley Wealth Management Group

Tailored solutions in tune with your needs and the needs of those you care about

Office Location

4902 Gaetz Avenue Suite 102 Red Deer, AB T4N 4A8. map

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

Wealth-building Strategies for now and the years ahead

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Tax Planning

We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.

Business Succession Planning

A business succession plan is a strategy for passing control or ownership of your business to someone else.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

What We Do

What to expect when working with us

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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