You've worked hard
to build your practice.

We want to help you protect it.

You've built a business
people rely on.

We'll help you make sure it holds — through every stage, and every owner after you.

You've spent years
planning for everyone else.

Now let's build a plan around you and the people you're doing it for.

Why "work" with the Lavoro Financial Group Ltd.?

You worked hard to acheive your goals and get where you are today. We work hard to earn your trust and earn your business. We work with you to implement a customized comprehensive financial security plan for your family, your business, or your practice. We work as the key trusted advisor for you or as a trusted member of your team.

Our advisors are committed to continuing professional development. Each member of our advisory team holds a minimum of one designation. Our advisors are Certified Financial Planners or are actively working toward this gold standard designation.

Our Process

Lavoro planning pyramid: growth opportunities, controllable events, uncontrollable eventsLavoro process cycle: introduction, analysis, understand situation, implement plan

Resources

We've gathered the financial tools you need in one place. Use our calculators for budget planning, risk assessment, needs analysis, and charitable giving — practical resources to help you make smarter financial decisions.

Who we are

Lavoro Financial Group Ltd. is an Edmonton-based team of Certified Financial Planners dedicated to building lasting relationships. We earn your trust through experience, professional development, and a commitment to being there during both the good times and the difficult ones.

Contact

We'd love to hear from you. Visit us at 7240 – 82 Avenue NW, Edmonton, AB T6B 0G1, call us at 780-990-0246, or email info@lavorogroup.ca. Our team is ready to help you get started.

Products for Professionals

Your practice is an asset. It deserves to be protected like one.

Products for Businesses

Whatever stage the business is at, first hire or third decade, the risks change faster than most owners have time to track. We track them with you.

How we are paid

You should know how your advisor earns before you take their advice, so here it is plainly.

Fee for service

Our Certified Financial Planners may charge a flat or hourly fee for planning work.

Investment management fee

Where we manage assets on your behalf, a fee is charged against those assets and disclosed to you at the point of sale.

Commission

Insurance and investment products often build the advisor compensation into the product itself, paid by the company issuing it rather than billed to you separately. This can include an amount at the time of sale and ongoing trailing amounts.

If you cancel or move

It's important to understand that if you choose to cancel a product or move your business to another provider, we may be required to repay all or a portion of the commissions that were originally paid to us. We believe in being upfront about this so you can make fully informed decisions about your financial relationships.

Your advisor will go through whichever of these applies to your situation before any business is transacted. If any part of the arrangement is unclear, ask. The answer should not depend on when you ask it.

We've got you covered.

Founded in 2005, Lavoro Financial Group has been building lasting client relationships across Alberta. Our team of Certified Financial Planners brings complementary strengths to every file.

Certified Professionals

Every advisor holds a minimum of one professional designation, with our team working toward or holding the CFP — the gold standard in financial planning.

Customized Plans

No two clients are alike. We build comprehensive, personalized financial security plans tailored to your family, your business, or your practice.

Trusted Advisors

We work as your key trusted advisor or as a valued member of your existing team — whatever works best for you.

Ongoing Commitment

We stay with you through the good times and the difficult ones, providing continuity and support at every stage of your financial journey.

Professional Development

Our advisors are committed to continuous learning, ensuring you always benefit from current knowledge, strategies, and industry best practices.

Deep Relationships

Much of our work happens between people: parents and children, partners in a business, an owner and the staff who depend on that business continuing.

Facts

+
Years in Business
Founded
+
Clients
Edmonton Office

Building financial independence in Alberta since 2005.

Working with world's best companies.

Canada Life
Quadrus Investment Services
Invesco
Franklin Templeton
Dynamic Funds
Fidelity Investments
CI Global Asset Management
Mackenzie Investments
Putnam Investments
Loomis Sayles
Keyridge Asset Management
J.P. Morgan Asset Management

“A river cuts through rock, not because of its power, but because of its persistence.”

James N. Watkins

Author

“It is not the mountain we conquer but ourselves.”

Edmund Hillary

Explorer

Get in touch

Let's start the conversation.

Whether you're interested in working with us, or for us, we're always happy to chat.