Brent Bullis

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5470 Calgary Trl NW
Edmonton, AB T6H 4J8
+1 (780) 944-2700
https://investmentstrategies.ca

Clayline Wealth, IA Private Wealth offers independent portfolio management services and financial coaching for families and businesses in Alberta. They prioritize clients' interests, providing conflict-free advice as fiduciaries. The team guides clients through financial decisions big and small, ensuring a personalized approach to achieving financial goals.

With a legacy of support, Clayline Wealth brings over 25 years of experience to the table, including hosting a weekly radio show and teaching at prestigious universities. Their digital strategy focuses on ongoing coaching and support, emphasizing that financial planning is not just a document but a continuous process tailored to each client's evolving needs.

Their team of Portfolio Managers, led by Scott Bullis, holds designations like CIM and PM, focusing on putting clients first. Clients benefit from prompt, personalized service, where all managed accounts are adjusted simultaneously. Clayline Wealth believes in a team approach, ensuring clients receive comprehensive support and specialized assistance when needed.

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