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.

Integrated Wealth Management

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 and integrated wealth management 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.

Integrated Wealth Management
Integrated Wealth Management

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:

Calgary Wealth Management - Integrated Wealth Management

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.