Enlightened Wealth Management

Enlightened Wealth Management is a local independent financial brokerage based out of Calgary, AB. Traditionally, only the rich and wealthy required financial advisors, but with the complexity of today's markets and investment tools, we believe anyone can benefit from professional financial consulting. Our mission is to provide Canadians with affordable, professional financial services and advice, while saving them money, helping them retire up to 30% wealthier. We are a one-stop shop for all your financial needs. Our services include comprehensive financial planning (money management, risk management, strategic investment planning, retirement planning, estate planning and tax planning), investment administration, mortgage consulting, and insurance solutions. Our rates are extremely competitive, savings our customers thousands compared to the banks. We strive to add value to our customers by offering alternative investments, savings many clients thousands in hidden management fees and expenses they pay with the banks. Traditional Financial Advisors are really salespeople, working on commission and trying to up sell you every chance they have. That's where we are different. Our fee-for-service business model ensures our brokers have your best interest first, only offering the products that fit your needs and lifestyle, saving you time and money. Stop paying the banks, and start paying yourself. Book a consultation today, and allow us to enlighten you.
Social Link - Linkedin: http://www. linkedin.com/company /enlightened-wm
Employee Count: 3
Keywords: legal services