We Take It Personally

Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.

 

Alexandria Wealth Management came together 15 years ago after the core people worked alongside each other and realized they shared many of the same values and had the same “people first” focus in their businesses.  It’s that depth of commitment to their clients that drives everything they do. The fact is, most of their clients come looking for advice on a wide range of life decisions - including buying a car, selling a company, mortgages, tax mitigation, estate planning and how to finance their kid’s education. The Alexandria team is happy to help in all aspects of their client’s financial life.

This is what stands behind Alexandria’s mission statement:

We go far beyond the numbers, to support you in every facet of your financial life.

If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

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Short-Term Pain, Long-Term Gain

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Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....

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Fighting Inflation with Crucial Rate Conditions

Nov 01, 2022

Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....

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Mark-to-Market Isn’t Giving You the Complete Picture

Sep 30, 2022

What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

1409 2nd Street SW
Calgary, Alberta
T2R 0W7 Canada