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.
Moraine Wealth Advisory offers integrated Calgary financial planning.
Set up a meeting with our Calgary financial advisor to get clarity around your financial life.