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Troy Hale (He/Him)

Troy Hale's team helps Albertans age 50+ with $1,000,000 (or more) in retirement savings answer common questions:

"How do I turn my nest egg into a paycheck?"

"How can I reduce my taxes in retirement?"

"Are my investments suitable for retirement?"

I value education, and earned the CERTIFIED FINANCIAL PLANNER and Registered Retirement Consultant designations.

Our team's commitment to our clients and to our community have been recognized with many awards, including:

• 5x Top 3 Best Financial Services in Medicine Hat (2019, 2020, 2021, 2022, 2023, 2024)

• 3x Best Financial Planning Firm in Medicine Hat by Medicine Hat News (2021, 2022, 2023)

• 3x Gold Winner for Financial Advisors by Community Votes (2021, 2022, 2023)

I am a Family Feud Canada champion! Along with my 4 brothers, I appeared on 3 episodes of the show on CBC in 2020.

I like to explore what is possible. I am a Guinness World Record event participant for running and I ran my first marathon in Huntington Beach, California in 2020.

I am a HUGE foodie, in every meaning of the word, and I dined at the #1 restaurant in the world in 2019.

I’m also a GIF: https://tenor.com/bg8Le.gif

Reach out to me today to start a conversation!

Location

Medicine Hat, Canada

Links

Previous companies

BMO Financial Group logo
ATB Financial logo
Scotiabank logo
The Church of Jesus Christ of Latter-day Saints logo

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Work style

How I prefer to work

Office

Morning

Mostly on my own

Qualities I value in my colleagues

  • Sense of humor
  • politeness
  • self-motivation
  • curiosity
  • ownership

Unwavering support

My communication style

  • Casual
  • polite
  • curious
  • calm
  • positive

My pet peeves

  • Arrogance
  • selfishness
  • wastefulness
  • inauthenticity
  • inconsiderateness

Fun fact

I'm a Family Feud Canada Champion. I'm a marathon runner. I have dined at the #1 restaurant in the world. I'm writing 2 books.

Personal Q&A

  • If you didn't have this job, what would you be doing instead?

    Working somewhere in the NBA.