Get to the top of the directory by claiming your business!
Abacus Wealth Management

Abacus Wealth Management

Claim Business
3.9 Google Review
6328 104 St NW, Edmonton, Alberta, T6H 2K9, Canada
(780) 989-2777 www.abacuswealthmgmt.com
Read our review guideline

Write a Review

Loading…

Write a review
Be the first to write a review.

Google Reviews

Refresh Reviews 3.9


May 8, 2019
ZERO-ZERO STARS WARNING!!! Little to no investment knowledge on our part, this is why we hired "professionals" to handle our finances. We TRUSTED you. Just at the most critical time in our lives, these people financially destroyed us. Sixty four year old pensioner and disabled wife invested $425,000.00 with Abacus and Portfolio Strategies for retirement. Freedom eighty five for us now. These people lack integrity and no fiduciary duty at all. Ruined our retirement years all for what,? Commission? Thanks to you, our family and friends are hesitant to invest, after learning about our loses with Abacus and Portfolio Strategies. 40 years of saving for our retirement ...lost. Our children have to pay our mortgage , thanks to you. Fiduciary duty? Reply to Owner, I am sorry you are confused. Please recheck your employees status. I have reveiwed the advisers web page. Your adviser did represent your firm (Abacus Wealth Management Inc.) and Portfolio Strategies when we dealt with him, ......and still does, ...according to his web site. stareitdown, as of April 26, 2019 Your address? ...Is it not? 6328 104 St., Second Floor Edmonton, AB Rick Z

Nov 26, 2018
I wanted to write about my experience with Taylor Zimmerman at Abacus Wealth Management, as I couldn't ask for better service and advice. When I showed up at Taylor's office 3 years ago, I was a newly divorced single mom of small children with little income and significant concern about my and my children's future. Taylor, not only listened to my story, but provided me wonderful and enduring advice of handling of insurance at that moment. Fast forward to significant improvement in my financial position, Taylor has consistently knocked it out of the park with advice of about additional insurances and investments both personally and professionally putting me in an excellent current and future financial position. I have recommended him to many friends and colleagues and will continue to do so. Thank you so much, Taylor for your time, knowledge and patience.

Nov 1, 2018
My financial planner at Abacus is great. He took the time to know that I was a low risk investor because I don't like how much markets can fluctuate and modeled my investments around that. He also took the time to outline the risks if I chose not to participate in being a client; saving is a joint effort with him and I like the feeling of collaborating rather than being disengaged. Since he's a financial planner we got to a clear understanding of the financial decisions he should and could be a part of, even things like buying a car or paying off debt. Because he has strategies that I don't know about, and implementing them so far has put me in a much better position than if I had done it on my own or through the bank. Being disengaged or unwilling to be educated is usually when people feel they've been mistreated and neither my advisor or myself wanted that. It is great that he had the ability to get investments that fit so many types of people and does regular reviews with me to make sure he's aware of any and all changes like my earnings or upcoming financial requirements I have. The rest of the Abacus Wealth Management office and team are kind and professional. They have always made me feel comfortable going there. I will continue to highly recommend them to anyone.

Aug 28, 2018
I have been dealing with Abacus for many years now and I am extremely happy with my results. My advisor has listened to my needs as my situation has changed throughout my dealings with Abacus over the years. I feel extremely confident knowing my plan is on track and that my retirement is comfortable. If you want a detailed retirement plan as well as the expertise to facilitate the plan, dont hesitate to give Abacus a call.

Aug 25, 2018
I have been so happy with the knowledge and the attention to detail that I have gotten from my advisor at Abacus. They have taken the extra time and explained all options extremely well for me and my family. I have no hesitation in referring my friends, family and business associates. Thank you for a job well done!

INDUSTRY BLOGS

The Science of H2O: Why Water Matters in Whisky Production

#whiskey #smithville

Water, water everywhere, but not a drop to drink? Not so in whisky production! Here's a playful dive into the scientific significance of water in crafting the spirit we all adore. Ready...

Smithville Whiskey

The Art of Distillation: How it Shapes the Flavour of Whisky

#whiskey #smithville

Hello, whisky enthusiasts! Today, we're embarking on a spirited exploration of one of the most significant steps in whisky-making: distillation. We'll delve into how this intricate...

Smithville Whiskey

Whisky Wonders: An Expedition Across Regions

#whiskey #smithville

There's a world of difference between sipping a peaty Scotch, an earthy Irish whiskey, or a sweet and smoky American bourbon. These variations are not merely due to the distilleries'...

Smithville Whiskey

Prohibition and the Transformation of Women's Social Status and Behavior in the 1920s

#whiskey #smithville

The 1920s, often referred to as the "Roaring Twenties," were a time of significant social and cultural change in the United States, particularly for women. One major element of...

Smithville Whiskey

Female Bootleggers of Prohibition: Stories of Defiance

#whiskey #smithville

Prohibition, the legal enforcement banning alcohol sale and consumption in the United States from 1920 to 1933, was a unique period that saw a rise in illegal activities designed...

Smithville Whiskey

Whiskeys of the World: Types and Distinctions

#whiskey #smithville

Whiskey, a beverage enjoyed globally, varies considerably in its characteristics, production methods, and styles. Different countries and regions have their unique whiskey styles...

Smithville Whiskey

Exploring the Spirit of America: The Kentucky Bourbon Trail and Its Impact on the Bourbon Industry

#whiskey #smithville

Hey there, bourbon lovers! Have you ever wanted to wander through the heartland of bourbon production, learn from master distillers, and sip straight from the barrel? If so, there's...

Smithville Whiskey

Bourbon: The Quintessential American Whisky with a Unique Twist

#whiskey #smithville

Hey there, whisky enthusiasts! Today, we're going to delve into a topic that's as smooth as a top-shelf dram – the unique character of bourbon whisky. Now, if you're new to the...

Smithville Whiskey


Own this business?

Claim Your Business
• Update your photo and information
• Get notified when reviews are posted
• Respond and manage your reviews
• Select badges and keywords

Opening Hours

Mon:9 am - 5 pm
Tue:9 am - 5 pm
Wed:9 am - 5 pm Today
Thu:9 am - 5 pm
Fri:9 am - 5 pm

Financial Advisors Near Me

Alberta Financial Services

Alberta Financial Services

10335 61 Ave NW, Edmonton
World Financial Group

World Financial Group

10325 61 Ave NW, Edmonton
Investia Financial Svc Inc

Investia Financial Svc Inc

6005 Gateway Blvd NW, Edmonton
Desjardins Financial Security Investments

Desjardins Financial Security Investments

5555 Calgary Trail NW, Edmonton