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Florence Habel, CFP®

Senior Planner

Florence Habel

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Florence Habel

Edmonton, Alberta

Florence’s way of presenting complex financial, tax, and legal concepts to clients that they can easily understand and act on is a point of distinction in her financial planning style. And as a bilingual planner, she supports clients in both English and French.

Through Florence’s learning-based approach, clients receive thorough research and up-to-date information that’s suited to their distinct needs. This helps them navigate the unknown to achieve their financial goals and transition through various life stages with confidence. Staying current with her own learning is how Florence sustains this level of client care.

With over 17 years in the financial industry, Florence has supported a broad spectrum of professionals. Her clients include those who are new-to-savings as well as the affluent, C-suite executives, and corporate business owners.

Florence holds a bachelor’s degree from the University of Waterloo in addition to her Certified Financial Planner designation.

Beyond the Office

Family comes first with Florence. In 2018, she moved from Ontario to Alberta to be closer to hers, and she’s actively involved in her young nieces’ lives – and her Great Dane, Asher’s, life too! Florence also enjoys getting to know her global family by exploring the world and other cultures. This sometimes lands her on the slopes with her snowboard.