265N-8500 MacLeod Trail SE, Calgary, AB T2H 2N1View on Map »

Financial Advisor SE Calgary

Your money is important to you. We get that.

Like everyone, you work hard day after day for your money. It’s also important to lower your tax bill while also minimizing the risks associated with investing your money. We get that too. We know how important your financial goals and future are to you. That’s why we work hard to help you make the most of your investments so that you can realize your goals and the secure future you are dreaming of.

At Slade Wealth Management, we invest our time in you so that you truly understand the many options available to you. We find that the more our clients know about their own financial state of affairs, the more likely they will attain their financial goals, and we are in business to help do that. We believe that investor education is the key to proper financial planning in SE Calgary because it allows us to build strong relationships with our clients.

The very basis of those relationships is incredibly important when choosing a financial advisor: Trust. We know we must do the right thing for all of our clients every time. This is why we work diligently to always supply timely and insightful recommendations that meet both our clients needs and risk tolerance. We promise to do the same for you.

Here at Slade Wealth Management we work hard every day to earn your trust. We will carefully study your current requirements, and your short and long term goals in order to design a custom financial strategy, so that you can enjoy peace of mind knowing your hard-earned money and financial future are secure.

Please click here to contact us at our SE Calgary office if you are looking for a financial advisor, or have questions about wealth management.

Darren and Jennifer Slade

Darren and Jennifer Slade

Recent Articles

Posted on: May 9, 2022
Business, investing and life in general follow predictable ebbs and flows. The Business Cycle is no exception. This is the cycle whereby the economy goes through strong growth periods, weaker growth periods and everything in between. Governments and the Central Banks try to manage this cycle and...
Posted on: May 9, 2022
Let us imagine that you have a plan to be a wise investor and use your funds to make strategic deposits into your various investment funds. You've heard about the investment strategy of buying any time the market is low with the plan of selling when the market turns upward.
Posted on: May 9, 2022
By 2026, an estimated $1 trillion in personal wealth will be transferred from one generation to the next in Canada1, the largest transfer of wealth in our country's history. This transition involves financial complexities for both benefactors and their heirs. Without planning and clarity, wealth...

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