2022 Client Profile Survey

Our mission at Marda Loop Financial Group is to provide our domestic and international clients with financial and lifestyle Peace of Mind.

We do this by providing valuable life-style, wealth and tax strategies for long term retirement planning.

We share knowledge, implement plans of action and provide added value to our clients.

We are here to provide the best customer service, nothing less.

2022 is a year where we want to focus on our clients Financial Security. We are running a client profile survey to get a sense of what topics you would like to learn and hear about to enable this. Please take 5 min to fill out our Client Profile Survey.

For every response completed by March 31, Marda Loop Financial Group commits to donating $20 to our 2021 Charity of choice: Canada Food Banks.

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

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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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In the world of investing, time is your friend

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Market downturns and recoveries are easier to handle when you look at the long term—and at the silver lining....

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Ever get emotional about your investments?

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Often, it’s okay to follow our emotions—but not when it comes to investing. See why our emotions tempt us to do the opposite of what’s best for us....

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J Boleantu

Jeanette Boleantu, B.Mgmt., PFP®, CFP®

Senior Wealth Advisor

Tom Boleantu, BA, PRP

Senior Wealth Advisor

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.

 

CONTACT US →

Office Address

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

Secondary Office Address

1820 33rd Avenue SW Marda Loop
Calgary, Alberta
T2T 1Y9 Canada
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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