alexandriawealth.ca

Website Links

Description

Keith's mission is to provide personalized financial security through wealth accumulation, capital preservation and wealth distribution while providing a high level of client service. This is achieved by working hand-in-hand with clients to identify goals, analyzing needs and assessing current assets.

Maurice is a leading wealth management advisor in Calgary with a 20-year history focused on advanced wealth management strategies for both individuals and the owners of privately held corporations. His strong advocacy of conservative money management techniques and effectively diversified portfolios, aims to protect his clients from market volatility and provides consistent income. He provides business, estate and tax planning advice to many of the city's premiere family-owned companies. The business strategies he provides, allow owners to extract cash from their companies on a tax preferred basis and structure exit strategies to unlock the value held in the shares of privately held companies. Using a consultative and holistic approach to financial planning, he has assisted his clients in protecting, managing and growing their assets effectively.

Keith is a Certified Financial Planner with 10 years of experience in the financial planning industry. Originally from Newfoundland, he moved to Calgary in 1997 and started his career at London Life in 1998. Looking to expand his knowledge and hone his skills, Keith accepted a position as an associate to Taylor Davison in 2000.

Crystal is an Investment Advisor Assistant that joined Gordon Cairns team in September 2010. Crystal brings with her 10 years of experience in the securities industry. Crystal completes all the day to day processing for Gord.

His years of experience have been further augmented by advanced training programs focusing on specialized aspects of business, estate and tax planning. As one of the first in Canada to receive the internationally recognized designation as a Certified Financial Planner (CFP), Maurice provides full service financial planning to his clients. Maurice also holds the distinguished CLU (Chartered Life Underwriter) designation and uses his knowledge in this area to design innovative financial plans tailored to meet his clients business, estate and tax planning requirements*. He has established relationships with specialty advisors in the areas of tax law, business law, tax accounting and actuarial analysis that may be brought in to provide additional expertise. This ensures that our highly valued clients receive the service they demand and deserve.

Products & services

Similar companies nearby