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Clarity Wealth Counsel

  • Phone: 780-418-6900
  • Email: info@claritywc.ca
  • Email: aron@claritywc.ca
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Our Team

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Aron Egey-Samu, CFP, CIM, FCSI

FINANCIAL PLANNER FOR BUSINESS OWNERS

780-418-6900
aron@claritywc.ca

Aron has been recommending Financial and Estate Planning strategies for business owners and select families in Alberta since 2003. His disciplined approach and professionalism have earned him a reputation for being financially astute and client-focused.  His clients appreciate the valuable advice and regular meetings provided to review their financial progress.  

He believes in continually improving his knowledge through education and has earned the following professional designations:
 
CERTIFIED FINANCIAL PLANNER (CFP) designation as governed by the Financial Planning Standards Council of Canada.  A CFP Practitioner is one of the most respected financial planning designations in the profession and requires adherence to a strict code of ethics that mandates each CFP Professional act as a fiduciary in every relationship. 

CHARTERED INVESTMENT MANAGER (CIM) is granted by the Canadian Securities Institute. It is our client's assurance that Aron possesses the knowledge, skills, and tools necessary to evaluate and manage the most complex aspects of a client's portfolio.

  

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Sonia Egey-Samu, PFP, CIM, CEA, FCSI

SENIOR WEALTH ADVISOR

780-418-6900
sonia@claritywc.ca

Sonia Egey-Samu is a Senior Wealth Advisor with Clarity Wealth Counsel in Campbell Business Park, St. Albert. Her company has been awarded Top Wealth Advisory Team in St.Albert for the past three consecutive years.

She is an active member of the Edmonton Estate Planning Council (EEPC), member of Alberta Women Entrepreneurs (AWE), Past President of the Certified Executor Advisors Network (CEAN) Edmonton, and current Chair of the Canadian Association of Gift Planners AB North.

Professional designations include Certified Executor Advisor (CEA), Financial Planner (PFP), Chartered Investment Manager (CIM) & Fellow of the Canadian Securities Institute (FCSI).

Sonia's area of expertise is Tax & Estate Planning and has been helping Albertan's since 2004. A passionate family woman, Sonia lives in St.Albert with her husband and their daughter Blanka.

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  • 10 Carleton Drive Suite 40A , St. Albert, Alberta Canada
  • Phone: 780-418-6900
  • Email:info@claritywc.ca
  • Email: aron@claritywc.ca

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