Shareworks By Morgan Stanley

Solium Capital Inc is a financial services company located in Calgary, Alberta. Specializing in equity plan management, they offer innovative solutions to help companies manage their employee stock options effectively. With a focus on simplifying the complex processes involved in equity compensation, Solium Capital Inc provides secure, reliable platforms for both companies and their employees. Generated from the website content

Solium, located in Calgary, AB, is a workplace financial solutions provider under the Morgan Stanley at Work brand. They offer a range of services designed to empower companies and employees, including equity solutions, retirement planning, financial wellness education, and specialized services such as deferred compensation and executive services. With a focus on tailoring financial benefit solutions to various workplace settings, Solium caters to a diverse clientele, from startup ventures to established enterprises, ensuring that each client receives customized support to enhance financial well-being within their organization. Through a comprehensive range of offerings, Solium aims to help companies and employees thrive by providing guidance, education, and technology to support financial goals. By delivering solutions that cater to the unique needs of each workplace, Solium strives to create a culture of financial ownership and excellence across all levels of the organization. Generated from the website content

Zoey Cui - TD Financial Planner in Calgary, AB, offers personalized financial planning services. Zoey works closely with clients to create tailored financial plans that align with their current circumstances and future goals. Whether planning for retirement or starting a new business, Zoey provides guidance every step of the way. As a Financial Planner, Zoey focuses on key areas such as building net worth, implementing tax-efficient strategies, protecting assets, and leaving a legacy. She not only provides investment advice but also connects clients with TD specialists to address various financial goals. Zoey is dedicated to helping clients feel more confident about their financial future. Generated from the website content