Balanced Wealth Management is a financial planning business servicing clients in the Calgary and surrounding area as well as the Interior of BC. Our emphasis is on building long-term relationships with our clients, working hard to understand our clients' needs and goals, and designing solutions accordingly. To make good decisions, you need good information.
With a business built on trust and integrity, we work to educate our clients and assist them in making sound financial decisions. As a client you can be confident you have a planner who cares about you and takes pride in seeing you reach your financial goals. You can expect excellent service, regular meetings and the most up-to-date information needed to make your most important financial decisions.
Because the foundation of all our client relationships is Trust, we know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.