Does Moraine Wealth Management hold client assets?

As a client of Moraine Wealth Advisory client accounts are held with a third party custodian, Fidelity.

In which province is Moraine Wealth Advisory registered?

Moraine Wealth Advisory is registered as an Associate Portfolio Manager with Raintree Wealth Management. We are currently registered in Alberta and British Columbia

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

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.



Moraine Wealth Advisory offers integrated financial planning.

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