Financial Advisor ServingSt. AlbertTrixie Rowein, B.Comm., CFP®, CIM®, CPCA®

edmonton

Portfolio Management & Wealth Planning for St. Albert Families and Professionals

Serving St. Albert, Erin Ridge, Braeside, Riel, Grandin & the Greater Edmonton Area

If you’re looking for a St. Albert financial advisor who provides thoughtful, personalized advice, Pax Portfolio Advisory offers disciplined wealth management backed by Raymond James Ltd. We work with professionals, business owners, families, and retirees throughout St. Albert to help bring clarity and confidence to their financial decisions. Our approach is long-term, goals based, and tailored to your unique situation, whether you’re building wealth, planning for retirement, or managing complex estate and tax considerations.

Why Work With Pax Portfolio Advisory in St. Albert?

  • Personalized, Local Advice – We take the time to understand St. Albert families and professionals, and we meet you where it’s most convenient
  • Backed by Raymond James Ltd. – One of Canada’s leading independent investment dealers
  • Professional Credentials – CIM®, CFP, CPCA® and TEP designations
  • Comprehensive Planning – Investment management, retirement, tax and estate planning
  • Personalized Portfolios – Built around your goals, risk tolerance, and timeline

How We Serve St. Albert Clients

We do not have a walk-in branch in St. Albert, but that doesn’t mean you have to travel far or settle for a call center. Most St. Albert clients choose one of the following:

  • Visit our Edmonton or Sherwood Park office – A quick 15–20-minute drive from most St. Albert neighborhoods.
  • Meet virtually – Full portfolio reviews, planning sessions, and check-ins by video call, on your schedule
  • In-person at your home or coffee shop – By appointment, for clients who prefer not to travel at all.
Total Wealth Solutions 300

Total Wealth Solutions

Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;

  • Financial Planning
  • Investment Management
  • Insurance Solutions
  • Tax Solutions
  • Estate and Trust Services
  • Charitable Giving Strategies


Meet Trixie Rowein, CFP®, CIM®, CPCA®

Trixie and her team have been empowering and guiding clients for over 25 years at Raymond James, helping them make smart decisions about their money. Growing up in an immigrant family, Trixie saw how money, if managed well, can provide financial security for the long-term and she decided that helping people manage their wealth would be her life passion. She specializes in advising clients going through a transition including retirement, loss of a spouse through death or divorce, and transitioning money to the next generation. Having gone through a divorce herself, Trixie understands that caring for clients' well-being goes beyond money and that feelings matter just as much as finance.

Trixie Rowan


Meet Taylor Cooper, CIM®, TEP

Taylor Cooper is an Associate Portfolio Manager and Financial Advisor with Raymond James Ltd., serving clients in Sherwood Park and across Alberta. With a focus on clarity, discipline, and long‑term thinking, Taylor helps clients make informed financial decisions aligned with what matters most to them. Taylor grew up in Sherwood Park and continues to live in the community.

Taylor Cooper

Frequently Asked Questions

  • No. Many of our St. Albert clients meet with us virtually, in an St Albert location or at our Edmonton or Sherwood Park office, whichever is more convenient. We can also arrange in-person meetings at your home or office.
  • Our Edmonton and Sherwood Park offices are about a 15–20-minute drive from most St. Albert neighborhoods, with parking validated for client visits.
  • Yes. Our planning approach is the same disciplined, goals-based process we use for all clients across the greater Edmonton area, tailored to your household’s specific goals, tax situation, and timeline.