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: September 11, 2023
Monica was alarmed to hear from her mother's financial advisor expressing concern over some unusual financial requests. She called her mom, who seemed fine, but Monica couldn't get the conversation with the financial advisor out of her head. She travelled to see her mom in person and was dismayed...
Posted on: September 11, 2023
Working towards financial independence includes assumptions about how the world operates and how we navigate within that environment. These assumptions work best when the world remains the same allowing you to make reasonable future projections. Challenges come when changes occur in the operating...
Posted on: September 11, 2023
Roger and Linda, like many Canadians, have saved for years for their retirement. They took advantage of RRSPs and now have a substantial amount of savings. As Roger will turn age 71 this year, they need to decide on the best strategy for using their RRSPs for their retirement income needs. Until...

Services

By admin Mar 25

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By admin Mar 24

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By admin Mar 23

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By admin Mar 21

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