Wealth Advisors in Calgary, Alberta
18 firms in Calgary offer wealth management.
Bellwether Family Wealth
Calgary financial planning firm providing comprehensive wealth management with retirement planning, tax strategies and estate planning, fee-only approach..
Camber Private Wealth
Calgary wealth advisory firm providing discretionary investment management and wealth planning, evidence-based portfolios, financial dashboards.
Cardinal Capital Management
Calgary wealth advisory firm providing independent investment firm founded in 1992 providing investment management for individuals, families, holding corporations and trusts, for independent advisors and their clients.
Connor, Clark & Lunn Private Capital
Calgary wealth advisory firm providing one of canada's largest independent and privately held investment managers, stewarding wealth for high-net-worth families, foundations, and indigenous communities for over forty yea
Harbourfront Wealth Management
Calgary wealth advisory firm providing independent wealth advisory offering personalized, future-focused wealth strategies with access to public and private markets, advanced insurance solutions, and an integrated invest
Kinsted Wealth
Calgary wealth advisory firm providing calgary-based independent private wealth management firm offering personalized, discretionary portfolio management and financial planning for individual and institutional investors,
MRG Wealth Management
Calgary financial planning firm providing integrated financial planning and wealth management in a personal cfo model, fee-only planning through mrg, investments via aligned capital..
Mawer Investment Management
Calgary wealth advisory firm providing privately owned, independent investment firm founded in 1974, managing assets for institutional and individual investors. offers discretionary investment counselling (minimum $1 mil
Moraine Wealth Advisory
Calgary financial planning firm providing integrated financial planning covering investments, tax, estate, retirement and insurance/risk.
Nicola Wealth
Calgary wealth advisory firm providing bespoke wealth management and asset management for affluent individuals, families, and institutions across canada, with diversified access to real estate.
Showing 1–10 of 18 results
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We list accounting and related firms that serve people and businesses in Alberta, using public information such as firm websites and professional registers. Firms don't pay to be listed or to appear higher in results.
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