Does Moraine Wealth Management hold client assets?

Our Calgary financial advisor team securely holds client accounts through a third party custodian, Fidelity. If you would like to learn more about how we use Fidelity, we invite you to get in touch with us today.

In which province is Moraine Wealth Advisory registered?

Moraine Wealth Advisory is proud to be registered as an Associate Portfolio Manager with Raintree Wealth Management. Our Calgary financial advisor team is currently registered in Alberta and British Columbia.  

What are Moraine Wealth Advisory’s management fees and are there any other charges?

We are proud to be a fee only financial planner. This means that we charge investment management fees for the services we provide. Investment management fees will vary by the amount invested. Please contact us for further information.

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.