Francis McLachlan Financial Group

Assante Advisory Services, a part of CI Financial, provides comprehensive wealth management solutions focused on growing assets securely for Canadian families, professionals, and business owners. With over 30 years of experience, their team of advisors simplifies the wealth planning process, offering personalized strategies that encompass investment management, risk management, tax planning, estate planning, and retirement planning. The firm also prioritizes client confidence through robust support and guidance, ensuring that individuals can achieve their financial goals and enhance their quality of life. By integrating philanthropic aspirations into financial strategies, Assante strives to leave a lasting impact while addressing the evolving needs of its clients. Generated from the website

DeLauretis Wealth Management Inc, located in Calgary, Alberta, specializes in helping families achieve their financial lifestyle and legacy goals through a comprehensive, long-term, goals-based wealth management approach. With a multi-disciplinary team of financial experts, DWM provides tailored solutions across financial planning, investment strategies, and insurance planning to ensure clients experience the most from their wealth across different life stages. The firm prides itself on fostering strong client-advisor relationships, ensuring that clients' individual needs and aspirations inform their financial strategies. By proactively checking in with clients and providing support during significant life transitions, such as divorce or estate planning, DeLauretis Wealth Management demonstrates a commitment to guiding families toward financial success and peace of mind. Generated from the website

Bergh Tatomir Financial Service Inc is a boutique financial planning firm located in Calgary, AB, dedicated to establishing long-term partnerships with clients through strong personal relationships. Their hands-on associates specialize in developing unique and dynamic financial plans that respect each client's individual circumstances, guiding them toward achieving their financial milestones. The firm offers a range of services including retirement planning, asset protection, and legacy and succession planning. By working closely with discerning clients, Bergh Tatomir Financial Service Inc aims to design tailored financial solutions that help navigate the complexities of financial futures. Generated from the website