What to Expect

How Our Calgary Wealth Advisor Works With You
Calgary Wealth Advisor
1. Know Your Client Profile

When you start working with our Calgary wealth advisor, the first step in the process is gaining a clear understanding of your unique situation and financial goals. This includes:

  • Net Worth
  • Current Situation
  • Goals and Objectives
  • Current and Future Income Needs
  • Financial Structure (Personal, Corporate, Family, Trust)
Calgary Wealth Advisor
2. Develop the Plan

Once we have a clear picture of your finances and the objectives we aim to achieve, the next step is to develop your financial plan. This may include:

  • Investment Management
  • Retirement Planning
  • Tax Planning and Strategies
  • Estate Planning
  • Insurance and Risk Management (provided by Moraine Financial Group)
  • Charitable Giving
  • Trust Planning
  • Education Planning
  • Transfer of Wealth
  • Corporate Succession and Tax Planning
Calgary Wealth Advisor
3. Implement, Review, Adjust

After your financial strategy is agreed upon, the process looks like this:

  • Implement the strategy
  • Measure and monitor
  • Make adjustments as needed
Calgary Wealth Advisor

Safeguarding of Assets

Moraine Wealth Advisory uses a third-party custodian, Fidelity Clearing Canada. Fidelity investments is one of the largest custodians and brokerage services used by independent portfolio managers globally.

Our Calgary wealth advisor ensures that client accounts are covered by the Canadian Investor Protection Fund.

Fidelity is regulated by IIROC. Moraine Wealth Advisory is regulated by the Provincial Securities Commissions.


Quarterly Financial Reporting

Our Calgary wealth advisor will provide you with quarterly reports that are simple to read and make it easy to understand where changes from one quarter to the next came from.

Communication with Our Calgary Wealth Advisor

We believe in the importance of keeping our clients up to date. Our communication will include our views on current happenings, information on how we are changing portfolios, and key risks we have identified.

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.