Moraine Wealth Advisory
Wealth Management That Goes Beyond Just Investment Advice

When you need wealth management, our experts are here to help with comprehensive solutions customized to meet your unique needs.

Our Values

Trust Our Calgary Financial Planning

Trust

Our advice and recommendations are always made with our client's interests first.

Communication & Reporting - Calgary Financial Planning

Communication & Reporting

We will be available to make sure you are kept informed.

Calgary Financial Planning and Investing Services

We Are Investors

It's important to us that we have alignment with our clients, as a result we invest in the same strategies that we recommend.

Integrity - Calgary Financial Planning

Integrity

We are driven by honesty and a strong moral compass.

True Diversification

Canada is less than 3% (1) of the global market capitalization. As such we believe diversification is an important part of portfolio construction. The use of over 10 different asset classes with an emphasis on protecting capital on the downside is part of our portfolio design. Our wealth management approach is designed to meet three key objectives: Will I outlive my wealth and retirement savings? Will my portfolio grown beyond the rate of inflation? Is my portfolio designed to grow but also protect me from significant draw downs in the market?

Our commitment is to act in our clients’ best interests which is why we invest in the same strategies.

(tap to view sections)

Tooltip

Defensive

Cash & Absolute Return

Tactical

Top-down, Opportunistic

Traditional

Bottom-up,
Fundamental

Our Team

Sean Wilson B.Mgt, CIM®, CFP®

Sean Wilson B.Mgt, CIM®, CFP®

Associate Portfolio Manager & Owner

Amanda Allan

Amanda Allan

Insurance and Portfolio Administrator

Moraine Wealth Advisory Offers Integrated Financial Planning

Calgary Financial Planning

Moraine Wealth Advisory is a fee-based private wealth management firm that goes beyond just investment advice.

We take the time to understand your financial and life goals. We then implement our integrated wealth management process. We are committed to continually finding ways to create value for our clients. Through our detailed process of understanding your financial and life goals, we are able to build a comprehensive plan that brings together all aspects of your financial life, for clarity and peace of mind.

Articles

 

Moraine Wealth Advisory offers integrated Calgary financial planning.

Set up a meeting with our Calgary financial advisor to get clarity around your financial life.