Dave Lougheed - Raymond James Ltd

Exclusive Capital Corporation is a financial services firm based in Calgary, AB, specializing in investment management and advisory services. With a focus on personalized financial solutions, the company caters to individuals and businesses seeking strategic wealth management guidance. Generated from their business information

Wealth Strategists, located in Calgary, AB, offers a comprehensive approach to financial planning, focusing on wealth building, preservation, and distribution. Their team emphasizes understanding clients' goals, philosophies, and values to provide tailored guidance that fosters confidence in financial decision-making. Led by Craig Matthews, a Certified Financial Planner, the firm assists clients in navigating the complexities of retirement planning, tax strategies, and estate administration. By prioritizing a holistic wealth management process, Wealth Strategists aims to help clients achieve balance and clarity in their financial lives. Generated from the website

Filo Financial Solutions, located in Calgary, AB, offers a wide range of financial services tailored to meet the needs of various clients, including business owners, healthcare professionals, and retirees. Their team is dedicated to providing personalized financial planning, risk management, and strategic charitable giving to help clients achieve their financial goals. As an indirect wholly-owned subsidiary of Raymond James Financial, Filo Financial Solutions emphasizes a client-centric approach, ensuring that each individual receives the attention and expertise necessary for effective financial management. They prioritize building long-term relationships and guiding clients through the complexities of financial planning and investment strategies. Generated from the website