Investment Planning in Calgary, AB

Closed now

525 8 Avenue Southwest, Calgary, T2P 1G1

(403) 221-0365

At Raymond James, we take a conservative, disciplined approach to managing clients’ wealth, leveraging our strong platform to offer Canadians the best investment products, services, and advice. ... Financial Planner, Investment Dealers, Wealth Management, Financial Planning, Financial Advisors,...

ATB Wealth Private Banking Centre - Calgary

Closed now

585 8th Ave SW, Calgary, T2P 1G1

(403) 974-3336

ATB Wealth is the wealth management arm of ATB Financial, including investment services and private banking. We can help you design, manage and optimize your financial plan. ... private client, investment management, wealth management, estate and trust planning, custom...

Scotia Wealth Management - Calgary

Closed now

225 6th Avenue SW, Calgary, T2P 1N2

(403) 298-4000

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with...

Algar Virtue & Assoc.

Closed now

2424 4 St SW #920, MISSION, Calgary, T2S 2T4

(403) 245-3115

... Planning, Real Estate, Security & Commodity Brokers, Investment Consultation & Advice, Exchanges,...

Assante Financial Management Ltd.

Closed now

10333 Southport Road SW, Calgary, T2W 3X6

(403) 232-8378

... management, Mortgage referral, Investment solutions, Wealth planning, Income protection, Tax...

Assante Capital Management Ltd.

Closed now

840 6Th Avenue Sw, DOWNTOWN, Calgary, T2P 3E5

(403) 240-3555

Philip Seguin role is to provide wealth management services throughout the country with its professional advisors. The wellbeing of Canadian families and businesses is a vital aspect of our ... financial consultants, Mortgage broker, Investment service, Mortgage Brokers, Financial consultant...

Assante Financial Management Ltd.

Closed now

340 Midpark Way Se, MIDNAPORE, Calgary, T2X 1P1

(403) 543-7478

... management, mortgage referral, investment solutions, wealth planning, income protection, tax...

Assante Financial Management Ltd.

Open now

1210 8Th Street Sw, CONNAUGHT, Calgary, T2R 1L3

(403) 543-6985

... management, mortgage referral, investment solutions, wealth planning, income protection, tax...

Invico Capital Corporation

Closed now

209 8 Ave SW #600, Calgary, T2P 1B8

403.538.4771

... in 2005, Invico Capital Corporation is a Calgary, Alberta based independent alternative investment fund management firm with approximately $200 million of private capital under management. Invico...

Jennings Capital Inc

Closed now

308 4 Ave Sw #2700, DOWNTOWN, Calgary, T2P 0H7

(403) 292-0970

... Investing Service, investment service

Lightyear Capital Inc

Closed now

202 6 Ave SW, DOWNTOWN, Calgary, T2P 2R9

(403) 537-6512

... Investment service, Services d investissement, Courtiers en valeurs mobilières, Finances et Légal,...

Dox Investments Inc.

Closed now

300 5 Ave SW, DOWNTOWN, Calgary, T2P 3C4

(403) 290-1884

..., Finance, Insurance, Investment service, Investing Service, Holding and Investment Offices

TriWest Capital Partners

Closed now

400 3 Ave SW #4600, Calgary, T2P 4H2

(403)225-1144

Founded in 1998, TriWest is one of Canada’s leading private equity firms. Having raised over $1.25 billion of committed capital, we are entrepreneurial, independent and based in Western Canada. ...

WealthBridge Ltd

Closed now

116 8 Ave SE #200, Calgary, T2G 0K6

403-263-6004

... the breadth of wealth management services that clients desire – including investment management, financial planning and tax & estate planning. Founded by John Davis, Patrick Floreani and Robert...