Our Approach

Moraine Wealth Advisory’s approach to integrated wealth management is guided by our core values and fiduciary duty.

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.

Our Fiduciary Duty

Moraine Wealth Advisory is accountable to the highest standard of fiduciary duty. Our clients’ interests will always be placed above our own with fairness, honesty, and good faith. Our advisors are bound by the CIM designation code of conduct and follow the Canadian Securities Act.

Investment Philosophy

Moraine Wealth Advisory understands how hard you have worked to build your wealth. This wealth is the foundation of what will form the basis of your lifestyle and legacy. As such, our priority is always preservation of capital. Our portfolios are built with a methodical process that examines multiple sources of risk that may impact your portfolio. We use progressive strategies with the goal of providing smooth returns and safeguarding against large losses. Our process includes taking the time to understand your unique situation and preferences, which ensures that our recommendations will be aligned with your comfort level.

Reporting

Transparency is of the utmost importance to us at Moraine Wealth Advisory. We offer quarterly reconciliation of inflow/outflow, returns, and a detailed tax reporting package.

Moraine Wealth Advisory offers Integrated Planning

that encompasses all of the following:

Articles

 

Moraine Wealth Advisory offers integrated Calgary financial planning.

Set up a meeting with our Calgary financial advisor to get clarity around your financial life.