Manulife Financial

Assante Capital Management is a financial services firm based in Edmonton, AB, specializing in wealth management and investment advisory services for individuals and businesses. With a team of experienced financial advisors, Assante Capital Management helps clients navigate the complexities of financial planning and investment strategies to achieve their long-term goals. Generated from their business information

Exodus Financial is a financial services company based in Edmonton, AB, specializing in providing personalized solutions to help individuals and businesses achieve their financial goals. With a focus on financial planning, investments, and insurance, Exodus Financial offers comprehensive services to assist clients in managing their wealth and securing their financial future. Generated from their business information

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