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CA / AB / Calgary
Moraine Wealth Advisory photo

Moraine Wealth Advisory

Address: 407 2 St SW #1920, Calgary, AB T2P 2Y3, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Advisory Retirement Planning $100 - $300 Call to Book
Comprehensive Financial Planning $150 - $350 Call to Book
Investment Strategies $200 - $500 Call to Book
Wealth Management Asset Growth Management $150 - $400 Call to Book
Portfolio Management $200 - $600 Call to Book
Investment Portfolio Review $100 - $250 Call to Book
Client Education Financial Counseling $50 - $150 Call to Book
Workshops on Financial Literacy $30 - $100 Call to Book
Personalized Financial Advice $100 - $200 Call to Book

What people love

From reviews
Personalized financial plan Knowledgeable staff Client-focused service Comprehensive financial advice Investment strategies Long-term planning Trustworthy guidance Clear explanations Holistic approach Transparent process

About this business

Moraine Wealth is committed to delivering integrated planning to each and every one of our clients. Wealth management is more than just generating investment returns; it is taking the different aspects of your financial life and finding ways to have the greatest impact on both your financial life and your quality of life. From taking into account the big picture that factors in how your investment portfolio is constructed, to taxes, estate planning and legacy, we can provide you with the clarity and confidence that everyone deserves.

Reviews Summary

The consensus of the customer reviews has been very positive. Many state how Sean's personalized wealth management and retirement services have benefited them. Clients have tried mainstream banking options. They say the reassurance to Sean and his team at Moraine Wealth has improved their financial situations. Other reviews state that Sean, a financial advisor, has profound knowledge and sincere concern for his clients' needs. Because of this, he achieves a win-win situation between him and the clients. Other clients appreciate the simplicity and transparency of Sean's guidance. They say that he unaffectedly listens and simplifies financial terms to make sure they understand the situation. He is very ongoing and forthright. Parkinson (2013) says such a situation is healthy for the clients. In addition, the teamwork is terrific as one client states that their funds are in the best place. This statement affirms that the teamwork at Moraine is top-notch. This secures their financial situation and how clients are satisfied. Many testimonials encourage others to engage Sean's team at Moraine Wealth. These clients have benefited from the team's services and would like others to enjoy them as well. Some clients state how Sean has helped them make important financial decisions. These reports are a good sign for Sean, and the team as it shows their excellent work. The reviews are all recommendations, which mean that the clients are happy discussing the teamwork and how much they trust them.

Frequently asked questions

7 questions
What do Moraine Wealth Advisory clients say about the work?
Clients frequently praise Sean Wilson for his personalized approach, professionalism, and responsiveness. Many appreciate the thoroughness of the financial planning process and express confidence in their financial decisions thanks to the team's guidance.
Can I get financial counseling at Moraine Wealth Advisory, and what do clients say about it?
Yes, they offer financial counseling as part of their client education services. Reviewers highlight Sean's ability to explain options clearly, making clients feel informed and confident in their financial choices.
What services does Moraine Wealth Advisory provide?
Moraine Wealth Advisory offers comprehensive services in three categories: Financial Advisory (Retirement Planning, Comprehensive Financial Planning, Investment Strategies), Wealth Management (Asset Growth Management, Portfolio Management, Investment Portfolio Review), and Client Education (Financial Counseling, Workshops on Financial Literacy, Personalized Financial Advice).
What are Moraine Wealth Advisory's hours of operation?
Their hours are as follows: Monday: 8:30 AM - 4:00 PM, Tuesday: 8:30 AM - 4:00 PM, Wednesday: 8:30 AM - 4:00 PM, Thursday: 8:30 AM - 4:00 PM, Friday: 8:30 AM - 4:00 PM, Saturday: Closed, Sunday: Closed.
Does Moraine Wealth Advisory provide workshops on financial literacy?
Yes, they offer workshops on financial literacy as part of their client education services. Reviewers appreciate the informative nature of these workshops, which help clients understand their financial situations better.
How does Moraine Wealth Advisory ensure clients feel confident in their financial decisions?
The team emphasizes a personalized approach, taking the time to understand client goals and explaining options clearly. Many clients report feeling reassured and informed throughout the financial planning process, contributing to their overall confidence.
Where is Moraine Wealth Advisory located?
407 2 St SW #1920, Calgary, AB T2P 2Y3, Canada

Location & directions

Calgary, Alberta
Moraine Wealth Advisory
Financial Consultant
Address
407 2 St SW #1920, Calgary, AB T2P 2Y3, Canada
Hours
Closed Now
Moraine Wealth Advisory Reviews · 5.0 average
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