Dave Kanary Raymond James

Assante Wealth Management in Calgary, AB, offers financial planning and investment management services for individuals and businesses. With a focus on personalized strategies and long-term goals, Assante aims to help clients navigate the complexities of wealth management. Generated from their business information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Wise Wealth Management, located in Calgary, AB, specializes in personalized financial planning services tailored to meet the diverse needs of individuals and families at various life stages. Their expertise encompasses retirement planning, investment strategies, tax planning, and estate planning, with a strong emphasis on building trust and educating clients to help them meet their financial goals. Committed to protecting clients' hard-earned assets and minimizing taxes, Wise Wealth Management aims to create robust financial strategies that promote peace of mind and secure futures. By taking the time to understand each client's unique circumstances, they strive to deliver well-structured financial plans that can adapt to changing life situations. Generated from the website