

At Dargis Group, experience meets continuous development. With over 54 years of combined expertise, our mission is to empower individuals, businesses and families across Alberta to reach unparalleled success through strategic planning that goes beyond the ordinary. We delve deep into your current situation and future aspirations, defining near and long-term strategies tailored to meet your evolving financial needs.
Partnering with clients in Edmonton, Sherwood Park and beyond who’ve achieved substantial success, our comprehensive approach addresses the complex needs of multi-generational wealth planning and preservation. We specialize in serving business owners, professionals, farming families and retirees. Whether navigating a professional career, preparing for retirement or strategizing ways to cultivate and distribute your wealth, our tailored solutions are designed to work for you.
Comprehensive succession planning is at the core of who we are. Dargis Group was founded in 2021 as a natural outcome of the need to adapt alongside evolving client and technology needs. Today, our clients get the best of both worlds—our team approach brings the innovative, forward-thinking approach of Adrian combined with the in-depth experience and advice of Mike.
What sets us apart is not just our experience but the collaborative expertise of our in-house specialists in investments, tax, insurance and estate planning. This integrated approach ensures every aspect of your financial well-being is considered and that the right experts are engaged to seize every opportunity along the way. We are more than financial advisors; we are trusted partners on your journey. Join us and experience first-hand the profound impact our first-in-class advice can make in your life.
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
For all media inquiries and bookings for speaking engagements, please contact us at Adrian.Dargis@ig.ca.