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: February 12, 2024
Bob and Lisa are wondering just how their retirement will turn out. After all that's happened over the past few years, their RRSP accounts haven't grown as much as they had expected. Even in the best of times, they weren't saving as much as they could have been, at least for all their post-...
Posted on: February 12, 2024
Some financial decisions are made without enough thought given to the long term consequences. TIME – a critical element for any successful long-term financial strategy – can affect different situations quite dramatically. Here are some financial mistakes you should try to avoid: Mortgage amortized...
Posted on: February 12, 2024
These days, having a career presents many more new rewards and challenges than it ever used to. What we used to take for granted – including our work location – can sometimes change dramatically as companies continue to change and adapt to new economic situations. This can be great for a business...

Services

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Mar 23

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By admin Mar 21

During the last market downturn a few years ago, retirees who had all their assets in equities saw...