Moraine Wealth Advisory
Wealth Management That Goes Beyond Just Investment Advice

When you need Calgary wealth management services, our Calgary Financial Advisors 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.

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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 Wealth Management

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

We take the time to understand your financial and life goals. Then, our Financial Consultant in Calgary implements 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, our Financial Planner in Calgary is able to build a comprehensive plan that brings together all aspects of your financial life, for clarity and peace of mind.

Latest Insights

 

Active Versus Passive Management Strategies

Active versus passive: Actively and passively managed strategies are often thought of as mutually exclusive, whereby investors must choose one approach over the other, yet both can coincide in a portfolio to drive returns to help reach your goals. Active and passive...

An interview with a wealth manager: Five questions to ask your advisor and the answers you want (or don’t want) to hear

Your financial advisor is a bit like your family doctor, only instead of helping you achieve good physical health for a long, happy life, a financial advisor helps you ensure financial fitness for the long term.As with looking for a good physician, it helps when...

Common Investing Errors and The Psychology of Smart Investing

Oh Behave!Research in Behavioral Economics highlights the substantial impact of emotions on investment decisions, revealing that investors often commit errors in their thinking processes. Let's delve into some common investing errors that individuals may unknowingly...

Cracks in the Classic 60-40 Portfolio Construction

The 60-40 asset allocation for portfolios has been the go-to strategy for decades, but is it the right mix to help you reach your goals?  Call it a classic. The investment portfolio of 60 per cent stocks and 40 per cent bonds has long been the standard-bearer for...

Moraine Wealth Advisory offers integrated Calgary financial planning through our well-rounded team of experts.

Stop searching for investment companies in Calgary that aren't providing comprehensive solutions customized for you. Set up a meeting with our Certified Financial Planners in Calgary, Alberta to get clarity around your financial life.