Boys Financial Services

Partaker Wealth Management of RBC Dominion Securities was established in August 2000 to deliver goal-oriented wealth management guidance and services to families, businesses, and foundations in the Greater Calgary area. Known for their attentive, client-focused approach, they simplify complex financial concepts to help clients navigate the ever-changing financial landscape. Committed to putting clients' interests first, Partaker Wealth Management emphasizes transparent communication and personalized service. Their disciplined investment process, grounded in economic research and best practices, enables clients to enjoy their wealth today while making meaningful progress toward their future goals. Generated from the website

Richardson Wealth, operating under the umbrella of RF Capital Group Inc., stands as one of Canada's premier independent wealth management firms. Established in 1857, the company prides itself on a legacy built over seven generations of delivering exceptional financial services. With a focus on cultivating a best-in-class boutique culture, Richardson Wealth places advisors at the heart of its operations. Recognized for its dedication to clients, Richardson Wealth offers a range of services aimed at growing and safeguarding wealth. From wealth strategies to investing, insurance to retirement planning, the firm provides personalized guidance tailored to each client's unique financial journey. With a commitment to privacy and confidentiality, Richardson Wealth values building lasting relationships with its clientele. Embracing diversity and innovation, Richardson Wealth ensures that advisors receive the necessary tools and support to excel in their businesses. Through daily market commentary, insights, and a client-centric approach, the firm empowers advisors to make informed decisions and drive their success. Richardson Wealth continues to expand, aiming to triple assets under administration and revenue by 2025 while upholding its promise of excellence in wealth management. Generated from the website content