Your Financial Comfort… Redefined.
Building, growing and preserving wealth takes planning
and a comprehensive, holistic vision.
Guiding Your Financial Journey
I believe successful wealth management starts with understanding what matters most to you. My integrated approach brings together investment planning, retirement solutions, and tax-efficient strategies—all designed to help you achieve lasting financial well-being.
With a focus on clarity, trust, and long-term partnership, I provide the guidance you need to move forward with confidence.
Wealth Management
I take a disciplined, long-term approach to wealth, creating a strategy designed around your goals, risk tolerance, and time horizon.
Saving & Borrowing
I’ll help you set clear savings goals and develop borrowing strategies that align with your unique financial needs.
Tax Planning
I identify opportunities to reduce your tax burden through thoughtful, forward-looking planning tailored to your circumstances.
Will & Estate Planning
I can help you structure your estate to protect your assets and ensure your legacy is transferred according to your wishes.
Holistic Planning for Every Facet of Your Life
Angie Traill, CFP®
Investment Advisor, iA Private Wealth
Insurance Advisor*, 2038473 Alberta Ltd.
I am an Investment Advisor with iA Private Wealth, having been a trusted professional in the financial services industry for over 27 years.
I was born in Medicine Hat and have remained true to my southern Alberta roots. Having gained technical experience with the ‘big banks’, I found I couldn’t dedicate my time and energy to truly meet my clients needs there. This led me to iA Private Wealth, where I now have the flexibility to focus my efforts on you!