Moraine Wealth Advisory’s approach to integrated wealth management is guided by our core values and fiduciary duty.
Our Values
Trust
Our advice and recommendations are always made with our client's interests first.
Communication & Reporting
We will be available to make sure you are kept informed.
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
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 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.
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 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.