Edmonton & Sherwood Park Financial Advisors You Can Trust
Your Goals, Our Mission — Peace of Mind Through Every Stage of Life
Acting in our clients’ best interest is at the heart of everything we do, and it shows in the long-lasting relationships we have with our clients. We provide peace of mind not only by managing your money but by connecting you with the information and the network of professionals you need to feel secure in your goals. We will provide you with solutions to get you organized so you can:
- Take care of your loved ones
- Have more time for the things that really matter to you
- Live fear free
We listen, educate and support our clients and their loved ones as they go through life’s transitions such as: retirement, losing your spouse through death or divorce, and passing your estate on to the next generation.
Seeking guidance is one for the smartest steps you’ll take, especially when it comes to your finances! The market, just like life, can bring about opportunities as well as challenges. Your success is our success!
Celebrating 25 Years with Raymond James
Watch Raymond James' feature recognizing Trixie Rowein's 25-year career with the firm.
A Career Built on Relationships
Raymond James recently recognized Trixie Rowein, Founder of PAX Portfolio Advisory, for reaching an extraordinary milestone: 25 years with Raymond James Ltd.
For more than two decades, Trixie has helped individuals, families, retirees, business owners, and professionals navigate important financial decisions with confidence. Her commitment to long-term relationships and personalized advice has helped shape the growth of PAX Portfolio Advisory and the lasting partnerships built with clients throughout Sherwood Park, Edmonton, St. Albert, and surrounding communities.
In this special feature, Trixie reflects on the people, experiences, and values that have defined her journey and continues to guide her approach to financial planning and wealth management today.
Meet Our Team →
Your goals become ours
