Wealth Architects is a boutique financial and estate planning firm that is 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 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. For over 20 years we have provided clients with the financial advice that helps them achieve their financial goals.
Our advisors hold the Certified Financial Planning (CFP) designation, which is sanctioned by the Financial Planning Standards Council of Canada. In addition, we hold the Chartered Life Underwriter (CLU) designation and Trust and Estate Practitioner (TEP) designation. This education, training and experience, puts us in the top one percent of advisors and financial planners in Alberta.
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, REDUCING THEIR TAXES and ESTABLISHING THEIR LEGACY. 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.
Our network of professionals includes Tax, Investment, Legal, Accounting and Financial Planning experts that can be brought in to assist with planning your financial future.
Our specialties include Investment, Insurance, Estate Planning and Financial Advice. Our clients are Professionals, Executives, Business Owners, Professional Athletes, Retirees and Farmers and Ranchers. We also do Public Speaking and Seminars where we present Unique Financial Planning Concepts. Upon request, we will provide an unbiased review of your existing investments, insurance and financial plans. We also consult on Life Insurance with legal and accounting professionals and provide Expert Witness Testimony on Life Insurance matters.
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 our office and conducted in a friendly and relaxed atmosphere. 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!
