Nobrega Financial is an independent, unbiased financial planning firm operating in Edmonton and area since 1988. This knowledgeable team has been advising clients on wealth management, investment products, insurance needs, and corporate business planning since 1988.
David Nobrega, CFP, CLU, ChFC; Kurtis Schultz, BCom, CFP, CLU; and Shirley Featherstone, B.A. Specialized, are professionals who use business savvy and common sense when working with people and financial markets.They are supported by administrative staff who have the professionalism, experience and expertise to ensure that everything runs smoothly.
David Nobrega, CFP, CLU, ChFC; Kurtis Schultz, BCom, CFP, CLU; and Shirley Featherstone, B.A. Specialized, are professionals who use business savvy and common sense when working with people and financial markets.They are supported by administrative staff who have the professionalism, experience and expertise to ensure that everything runs smoothly.
Services
Financial Planner with Nobrega Financial, Investment Fund Advisor with Manulife Securities Investment Services Inc. David has been working in the financial services industry since 1988. He founded Nobrega Financial on the premise that, "Financial planning is a people-first profession with personal goals at the centre of everything."
Nobrega Financial provides a full range of financial planning, investments, insurance consulting and corporate business planning services to address your needs as an individual, family, and business owner. We specialize in helping you develop a long-term plan to achieve the growth, wealth retention, and peace-of-mind goals that you set.
Together, we will develop a long-term, holistic money-management strategy that works toward your personal goals and aligns with your values. We start with what's important to you when recommending investment plans and products and creating intelligent estate preservation and wealth transfer strategies.
At Nobrega Financial, we take a different approach to insurance. To us, it's not just a buy-it-and-forget-it product. Smart insurance coverage can protect the ones you love while helping build wealth, peace of mind, and options for the future. Every stage of life is different, and we have the real-world expertise to create a comprehensive insurance plan for you, your family and your estate.
Nobrega Financial incorporates proactive management and corporate business planning strategies that help business owners work efficiently, grow at their own pace, and build wealth and stability. Knowledge and expertise is at the heart of our business planning services, and we offer an impressive array of tools and products that can help you prepare for any future.
Reviews (5)
Thomas Bonifacio
Jun 02, 2021
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Kurtis and the Nobrega team have been supporting me since I was 21. Their team not only accepted me as a client but took the time to explain to me how investing works and how I could make the most of my money. It was a great relief to know that my money was in secure hands. When I had questions about purchasing a house and other financial transactions in my life, they were there for me to talk over options. If you have questions or are looking for a team to support you with your financial goals, I highly recommend this team and specifically Kurtis Schultz.
Nerd E.
Jan 19, 2021
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Nathan Van Driel
Jul 16, 2020
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My wife and I have been working with Kurtis and Nobrega for a number of years now. We've had a fantastic experience, and Kurtis has been a great guide for helping us establish our financial roadmap for the future. We've found the perfect balance of saving for retirement and the future while still being able to live our daily lives without feeling pressured to save every penny. Very grateful for his insight! I've recommended him to others and have heard great feedback from them as well about their experiences and results.
Rob Parrotta
Jul 04, 2020
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Positive: Professionalism, Quality, Responsiveness
We have had Kurtis and his team at Nobrega Financial help us with our financial planning needs for several years. Kurtis' communication, attention to detail, and tailored approach are what make Kurtis stand out. We are extremely happy with his service and have recommended him to several of our friends and family.
We have had Kurtis and his team at Nobrega Financial help us with our financial planning needs for several years. Kurtis' communication, attention to detail, and tailored approach are what make Kurtis stand out. We are extremely happy with his service and have recommended him to several of our friends and family.
Shelley Bindon
Jun 11, 2020
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