Brent Bullis - Hollis Wealth

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. Generated from the website content

Rick Liebrecht - HollisWealth Inc is a financial services firm based in Edmonton, AB, specializing in wealth management and investment advisory services. The company aims to provide personalized financial planning solutions to help clients achieve their long-term financial goals. With a focus on building strong client relationships, Rick Liebrecht - HollisWealth Inc offers a range of investment options and strategies tailored to individual needs and risk tolerances. Their team of experienced professionals strive to deliver comprehensive financial guidance and support to assist clients in making informed decisions about their financial future. Generated from their business information

iA Private Wealth is a financial services firm based in Edmonton, AB, specializing in wealth management and investment advisory services for individuals and families. With a focus on personalized financial planning and tailored investment strategies, iA Private Wealth aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information