About Troy Hale

Who is Troy Hale?

Troy Hale is a CERTIFIED FINANCIAL PLANNER (CFP®) professional with more than 20 years of experience in financial services. He currently works as a Wealth Planner with Optimize Wealth Management in Medicine Hat, Alberta.

His career has included roles in banking, financial planning and wealth management, with experience in retirement planning, investments, tax and estate planning.

Over his career, Troy has worked with thousands of families across Alberta and has been recognized as one of the Top 3 Financial Planners in Medicine Hat for seven consecutive years. He is a key contributor to his past award-winning team and his current award-winning practice.

Professional Credentials & Recognition:

🏆 CERTIFIED FINANCIAL PLANNER (CFP®) professional

🏆 Chartered Investment Manager (CIM®). See Troy's CIM credential

🏆 Registered Retirement Consultant (RRC®) - Specialized training in retirement income planning

🏆 CommunityVotes Medicine Hat 2025 & 2026 - Gold Winner

🏆 Featured in National Media - Troy's insights have been published in The Globe and Mail. Read the feature on Troy in The Globe and Mail

🏆 Family Feud Canada champion - Not just a finance expert, but a trivia master! Watch Troy's winning moment

🏆 Guinness World Record holder - Always up for a challenge! Check out the world record

Beyond Finance: Health, Longevity & Community

Troy's Impact extends beyond financial planning. As a dedicated runner, he has completed multiple marathons and endurance challenges, using his knowledge of longevity science, nutrition, and peak performance to optimize his health. Watch Troy's marathon finish

He is also an active community leader, participating in charity events, volunteering, and mentoring others in financial literacy. Most importantly, he is a devoted father to two daughters, Malia and Priya, and loves spending time with his family.

Troy's interests extend well beyond finance, particularly into community inclusion, health and longevity, running, media, and whatever subject has sent him down his latest rabbit hole.

Connect

Hale Brothers Podcast

Media & Features

Google Knowledge Panel

Media & Features

Last episode of Season 2! Troy Hale on money matters for the summer. We're back in August. by Divorced and DoneFor the Season 2 Finale of Divorced & Done, we're joined by financial planner and repeat guest, Troy Hale. Troy is a financial planner in Medicine Hat, but he's blown up on social media, and has helped people all over Canada and in the US to meet their financial goals. Find Troy online at LinkedIn https://www.linkedin.com/in/troy-hale-financial-planner/ Divorce lawyers Rob Woodward and Darren Schmidt help demystify the divorce process and get you on the path to becoming Divorced & Done. Find us online at DivorcedAndDone.com and our podcast email LawyersTalkingAboutDivorce@gmail.com, send voicemails to SpeakPipe.com/DivorcedAndDone We're a TOP 10 podcast as ranked by Feedspot, we recently ranked in the top 10 of the Best 25 Divorce Podcasts. Check it out https://blog.feedspot.com/divorce_podcasts/ We're also on TikTok: @familylaw_darrenschmidt and @robert_woodward Everything we talk about on this podcast is for your information, but it is not legal opinion or legal advice.

Interview - Troy Hale, Financial Planner by Divorced and DoneThis week we are joined by Financial Planner Troy Hale, discussing financial goals as you move through divorce, but particularly long term financial planning and goals after divorce. Troy can be found online at his website, www.troyhale.ca, or by email, troy.hale@ig.ca. Send any listener questions to lawyerstalkingaboutdivorce@gmail.com. Check out our website divorcedanddone.com