Liz Hurly
Liz Hurly, RIAC, CFP®, CIM® Financial Advisor

Your financial well being is one of the corner stones upon which you and your family's security is built. You deserve to work with a trusted advisor who can provide you with strategies for success to navigate the changing phases of your life.

Who am I?

Elizabeth Hurly, a financial professional, who has over 25 years of experience in investment management. My career started on the institutional side, working as a portfolio manager for a pension fund, and as a pro trader at one of Canada's leading financial institutions. For the last ten years, my work has been with individuals and couples, providing investment management and financial planning.

My areas of specialization include cross border wealth management, retirement planning, and responsible investing.

At Hurly Wealth Advisory, I lead you through a process to discover the issue or issues you need assistance with, to design solutions unique to your situation, and to provide ongoing financial stewardship.

I leverage my knowledge and experience with the first class support offered by Raymond James experts, and my own network of professional specialists. This ensures you have peace of mind and confidence in your financial future.

Wealth management is one of the corner stones to building a good life. For me,other corner stones are family, friends, community and purpose.

Community organizations I actively support include Visions of Science, Egale Centre and Habitat for Humanity.

This is Max, my rescue dog. He picked me eight and a half years ago. Max is border collie and lab mix. He has energy to spare and likes to herd planes. I admire his ambition.

Max running on the beach.

In 2017 I had the wonderful experience of taking a week off and volunteering at the Jimmy and Rosalynn Carter Habitat For Humanity build in Edmonton.

It was so much fun working as a team to assist in building a house. We literally started in the basement. Long days and physical work, it was tiring and invigorating at the same time. President and Mrs. Carter were working on the house across from us. They might be slower, but they work hard!

Liz working on building a house for Habitat for Humanity
team building for Habitat for Humanity

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.

The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

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