Welcome to Friedt Financial
We work with select successful investors and companies to help accomplish the financial goals that are important to you. We have developed and refined a process to provide straightforward personalized strategies to provide clarity and value to your investment and estate decisions.
I understand your goals and dreams are as individual as you are. Whether you’re starting a new family, preparing for retirement, or running a business, I’ll work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and helps turn your dreams into reachable goals through an integrated planning process. After a comprehensive analysis of your needs, investment comfort level and current financial snapshot we will work together, with the help of in-depth market research and the support of a team of highly-qualified tax and product specialists, to help you make sense of your options.
The Friedt Formula
1. Wealth Management
We offer tailored investment strategies for every stage of wealth, with a focus on high-net-worth clients. Our services include in-house portfolio management and preferred access to some of Canada’s most respected institutional portfolio managers, as well as low-fee options for emerging investors.
2. Insurance & Risk Planning
From your income to your legacy, we help protect what matters most. This is essential planning — without a solid risk and insurance foundation, the rest of your financial plan can be left vulnerable. We ensure your wealth, your family, and your business are protected from life’s uncertainties — and that more of what you’ve built goes to the people and causes you care about, rather than unnecessarily to taxes.
3. Estate & Legacy Planning
Estate and legacy planning is a vital part of protecting your family and preserving your wealth. We guide you through wills, beneficiary designations, trusts, charitable strategies, and tax-smart planning to ensure your intentions are carried out with clarity and care. Our goal is to help you leave behind more than assets — we help you leave behind peace of mind.
4. Retirement & Cash Flow Planning
Retirement is not just about stopping work — it is about achieving a work-optional lifestyle supported by intentional planning. We build customized cash flow strategies so you can enjoy life now while also making thoughtful decisions about the wealth you may never spend — ensuring it supports your family, your legacy, and the next generation in the most meaningful and tax-efficient way possible.
5. Tax Strategy
We take a proactive approach to tax strategy, helping business owners and high-net-worth families minimize tax during their lifetime and beyond. From corporate income and compensation planning to estate tax reduction, we collaborate with your accountant and legal team to build a cohesive, efficient plan.
6. Philanthropy & Giving
We help clients move from financial success to lasting significance. Through thoughtful planning and leading-edge charitable strategies, we ensure your giving creates meaningful impact — for your family, your community, and the legacy you leave behind — while maximizing tax efficiency along the way.
7. Business & Succession Planning
You have worked hard to build a successful business — now it is time to protect it and unlock the value you have created. We help ensure that value supports you, your family, and your business partners — even in the event of illness, disability, or an unexpected transition. We help you transition your business on your terms — with clarity, confidence, maximum value, and minimal tax impact.
Meet Your Advisor
Born in Alberta, Joe moved to British Columbia in 1981 and graduated in Economics from the University of British Columbia in 1994. Joe entered straight into the financial industry and created Friedt Financial in 1997. Joe provides personalized financial planning and investment management for select successful individuals and companies, working closely with them to help accomplish their long-term financial goals. Joe enjoys working with those who have integrity, are ambitious and have a desire to turn their dreams and goals into reality. Joe has built a thriving financial services practice using a refined process that focuses on his clients’ needs and his goal is to be regarded as the financial planner of choice to work with in Canada.