Who We Work With
The Elder and Punko Wealth Advisors Group is proud to work with a small and select group of affluent families that value a trusted relationship with their financial advisor. We are honored to have had long-term relationships with many of our clients, which now includes first, second, and even third generations of a family.
While our team is based in Medicine Hat, we work with client families across Canada.
We work with clients from a diverse range of backgrounds, including:
- Farmers & Ranchers
- Business Owners
- Medical Professionals – including doctors, dentists, and other specialists
- Business Professionals – including accountants and lawyers
- Executives and senior managers
- Retirees
