Brent Bullis

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Website
5555 Calgary Trl Nw
Edmonton, AB T6H 5P9
+1 (780) 944-2700
http://www.investmentstrategies.ca

Clayline Wealth, based in Edmonton, AB, offers Independent Portfolio Management services and financial coaching for families and businesses in Alberta. With a commitment to putting clients first, they provide conflict-free advice and act as fiduciaries, ensuring clients' interests are paramount.

The team at Clayline Wealth believes in providing ongoing coaching and support, drawing on their 25-year legacy of offering advice through radio shows and teaching at universities. They emphasize the importance of financial planning as a continuous process, guiding clients through a series of decisions to achieve their long-term goals.

As an independent and fiduciary Portfolio Manager, Scott Bullis leads the team with a wealth of experience in finance and business. With a focus on personalized service and proactive investment management, Clayline Wealth aims to empower clients to make informed financial decisions and confidently plan for their futures.

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