ABOUT WEALTH ARCHITECTS
About Us:

Wealth Architects Inc. is a boutique financial planning firm dedicated to helping Albertans achieve their financial goals and objectives. We pride ourselves on providing the information you require to make an informed decision about your financial situation and your financial future. The implementation of our unique financial planning concepts will assist you in building an efficient and tax effective plan that will help you secure your financial future.


Wealth Architects Inc. was established in 2008, but our roots are much deeper and began in 1996. We have extensive experience in the financial services, investment and insurance businesses. In addition to over 10 years experience of providing clients with financial advice and helping them achieve their financial goals. We also have many years experience working for Insurance and Investment companies as an Insurance and Investment Wholesaler, Sales Manager and Financial Industry Executive where we has been involved in such things as Training New Advisors, Product Development, Relationship Building and Executive Account Management. With this extensive background, WE UNDERSTAND THE NEEDS OF CLIENTS and how best to deliver them.

We have over ten years holding the Certified Financial Planning (CFP) designation in good standing with the Financial Planning Standards Council of Canada and have held the Chartered Life Underwriter (CLU) designation since 2005. We also have many years of working to protect client’s interests through Advocis (The Financial Advisors Association of Canada) and the Alberta Insurance Council, where we were instrumental in developing the code of conduct for all Alberta Insurance Advisors.

How We Can Help:

We have enriched our client’s lives by PROTECTING THEIR ASSETS, PRESERVING THEIR CAPITAL, SECURING THEIR LIFESTYLE, INSURING THEIR INCOME, PLANNING THEIR RETIREMENT INCOME, PLANNING THEIR ESTATES and REDUCING THEIR TAXES. Our FRIENDLY MANNER puts clients at ease quickly and they soon come to appreciate that they will receive the information they require to make an informed decision on what is best for them. Clients benefit from our unique integrated approach that brings together the aspects of a client’s financial situation into an easy to understand picture of their financial future and what is required to help them achieve their financial goals.


Network:

Our network of professionals includes Tax, Investment, Legal and Financial Planning experts that can be brought in to assist with planning your financial future..

Specialties:

Our specialties include Insurance and Financial consulting, advice and sales for Professionals, Executives, Business Owners, Professional Athletes and Farmers and Ranchers, as well as Estate Planning. We also do Public Speaking and Seminars where we present Unique Financial Planning Concepts. Upon request, we will provide an unbiased review of your Life and Critical Illness Insurance needs as well as your existing insurance policies. We also consult on Life Insurance with legal and accounting professionals and provide Expert Witness Testimony on Life Insurance matters.


It's About You!

The choices and decisions you make now (or don’t make) will have an impact on what your financial future will look like. Don’t delay, meet with us and we will provide you with the information and strategies that will help you build your financial future. Our meetings are held in the convenience of your home or office and conducted in a friendly and respectful atmosphere, with no pressure. We want you to know about the financial choices you are making and be comfortable making them. Meetings are designed educate you about your current financial situation and the financial instruments that when implemented will lead you in the direction of your financial goals and objectives. Your success is in your hands!