About

Alexandria Wealth Management offers comprehensive wealth management and financial planning services to affluent individuals, families, and business owners in Calgary and across Canada. Their advisors provide personalized investment strategies, tax planning, retirement solutions, and portfolio management, leveraging a broad range of mutual funds, GICs, ETFs, and brokerage services. The firm emphasizes objective product selection, collaborative expertise, and client‑focused guidance to help clients build, preserve, and grow their wealth over time.

Details

Languages spoken
English, French
Licences and accreditations
CFP®, CLU®, CIM®
Areas served
Calgary, Canada

Products & services in Calgary

Business law Financial planning Personal financial Tax accounting Tax planning Training program Wealth management Money manager Industrial Crystal Investment firm

Keywords

financial planner

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