Alberta Wealth Management Inc. is a one-stop financial services company that is fully independent, searching the market to find the best products and services for our clients. We offer a full range of products from employee benefits to life insurance, disability insurance, critical illness, Guaranteed Investment Funds (GIF), RRSPs, TFSA, annuities, and much more. Our services include succession and estate planning. Please contact us at (587) 800-4515 or firstname.lastname@example.org.
What Do We Do?
Since 1979 we've been using the most current available tools and techniques to offer our clients the highest level of financial services. We provide personalized wealth management that reduces and defers clients' taxes. We also serve our clients with a sophisticated pension-like investment approach that manages risk. As an independent company we can choose from a broad range of products personalized for our clients. This gives us a significant advantage over banks and other financial institutions.
Join Our Workshops
Take the first steps for your future by joining one of AWM’s workshops. We cover topics from charitable giving to retirement savings and investments. For more information on our workshops, please contact us and we will be more than happy to talk about the benefits of joining one. Also feel free to browse through our past workshops for examples of what we have done in the past.
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