Moraine Wealth Advisory was created to meet the needs of Canadian families who want to be treated like more than just a number.
Moraine Wealth Advisory is committed to delivering integrated planning to each and every one of our clients. Wealth management is more than just generating investment returns; it is taking the different aspects of your financial life and finding ways to have the greatest impact on both your financial life and your quality of life. From taking into account the big picture that factors in how your investment portfolio is constructed, to taxes, estate planning and legacy, we can provide you with the clarity and confidence that everyone deserves.
Our Team
Sean Wilson B.Mgt, CIM®, CFP®
Associate Portfolio Manager & Owner
Amanda Allan
Insurance and Portfolio Administrator
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.