Abacus Wealth Management

Portfolio Strategies Corporation, founded in 1994 and headquartered in Calgary, Alberta, is one of Canada's largest independent mutual fund and exempt market dealerships. With over $4.5 billion in assets under administration and more than 275 registered advisors across multiple provinces, the company is dedicated to providing ethical, independent financial advice tailored to individual client needs. The firm specializes in equipping advisors with high-quality investment counseling, resources, and ongoing support to help clients achieve their financial goals through proven strategies. Portfolio Strategies aims to foster successful client-advisor relationships by emphasizing customized, non-biased financial planning and lifestyle advice. Generated from the website

Swordsman Financial, located in Red Deer, AB, offers a comprehensive range of financial services tailored for individuals, families, and business owners. Their expertise includes financial advice, insurance planning, retirement and estate planning, as well as customized solutions for wealth accumulation and protection. With a focus on providing peace of mind and financial confidence, Swordsman Financial specializes in various insurance products, investment strategies, and succession planning. Their commitment to independent investment advice ensures that clients receive personalized strategies designed to meet their unique financial goals. Generated from the website

Gordon Welch Cmacim is a financial advisory firm located in Red Deer Alberta. Known for its personalized approach it offers comprehensive financial planning and investment strategies tailored to clients' unique needs. With a focus on building long-term relationships the firm aims to help individuals and families achieve their financial goals with confidence. Generated from this place's information