Moraine Wealth Advisory was created to meet the needs of Canadian families who want to be treated like more than just a number.
About Moraine Wealth Advisory
We’ve assembled a team of dedicated professionals who are passionate about empowering clients on their financial journeys. We believe in building strong, lasting relationships built on trust, transparency, and a genuine desire to see our clients succeed.
This commitment to client success extends beyond our professional expertise. We share a deep-rooted passion for helping Canadian families enjoy a life of financial freedom, and that shared passion drives us to provide the highest level of personalized guidance and support.
Moraine Wealth Advisory was created to meet the needs of Canadian families who want to be treated like more than just a number.
The Moraine Wealth Advisory team is comprised of experienced professionals who are committed to our mission and our values. We foster a collaborative environment where knowledge is shared and the best interests of our clients are always at the forefront.
Moraine Wealth Advisory is happy to collaborate and consult with external experts. If you have a preferred accountant, tax lawyer, or other financial professional, we’ll gladly work with them to align your financial plan. If you need recommendations, we can connect you with trusted professionals in our network.
Raintree Wealth Management
CFO, Investment Committee Chair
Raintree Wealth Management
President