Wise Wealth Management

By: Wise Wealth  09-12-2011
Keywords: tax planning

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;
  • RESPs;
  • Life Insurance;
  • Pension and severance Package Buyouts;
  • Debt Counseling and Reduction;
  • Investment Seminars;
  • Tax Preparation for existing clients.

Keywords: tax planning