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. We learn all about you to help provide you with the perfect services suited to your financial needs. 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.
Our services include succession and estate planning. We learn all about you to help provide you with the perfect services suited to your financial needs. 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.
Services
My name is Richard Wright CLU, owner of Alberta Wealth Management Inc., a financial advisory company, headquartered in Edmonton. We are a unique company in the way we recommend o save in this market. We have a competitive edge because we partner with the top investment and insurance companies to help our clients reach their financial goals.
Alberta Wealth Management Inc. carries a variety of investment solution products and services to help you stay organized. We stay up-to-date with the latest tools and techniques in the business in order to offer you the highest level of financial services. You can personalize your wealth management solutions to fit you and your business.
As someone that is new to financial investments, other than RRSP programs through my financial institution, my wife and I have thoroughly enjoyed the process we've experienced and return on our investments with Richard. There is a noticeable difference in performance from our previous experience with our bank.
Did you know that 47% of Canadians are invested in cash and 38% don't have any retirement savings? Many Canadians find saving to be a very confusing and daunting task, but it doesn't have to be that way! Who do you trust, you ask? Our otto is "There is a Better Way!" Planning for the transition of wealth to your children and grandchildren doesn't have to be a daunting task.
At Alberta Wealth Management Inc., we help you reach your financial goals by offering a wide range of investing options. We understand how overwhelming organizing your investments can be. Allow us to relieve your stress with our expert advice.
A segregated fund or a GIF is a type of investment administered by Canadian insurance companies in the form of individual, variable insurance contracts, offering certain guarantees to the policy holder such as reimbursement of capital upon death.As required by law, these funds are fully segregated from the company's general investment funds, hence the name segregated.
A segregated fund or a GIF is a type of investment administered by Canadian insurance companies in the form of individual, variable insurance contracts, offering certain guarantees to the policy holder such as reimbursement of capital upon death.As required by law, these funds are fully segregated from the company's general investment funds, hence the name segregated.
Reviews
Be the first to review National Financial Insurance Agency Alberta.
Write a Review