Wise Wealth Management is an established and successful Calgary-based financial planning practice that creates and manages personal investment wealth. We are a team of competent and knowledgeable professionals that educate and work with our clients to build a partnership of trust and value. We are committed to providing excellence and efficiency in servicing our clients' needs and maintaining on-going communication with them that is both respectful and meaningful.
We are very proud that we have virtually a 100% retention rate within our client base and all of our new clients come to us by a trusted referral.
Core Values and Principles
We provide the following Services
- Wealth Creation and Investment Planning;
- Estate Planning;
- Tax Planning (including, but not limited to RRSPs);
- Personal Banking;
- Life Insurance;
- Pension and severance Package Buyouts;
- Debt Counseling and Reduction;
- Investment Seminars;
- Tax Preparation for existing clients.