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