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.
Company Details
- Address
- 320 Sunvale Dr Se, Calgary,alberta T2x,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://enlightenedwealth.ca
- Keywords
- Financial Planning, Retirement Planning, Debt Management, Money Management, Risk Management, Investment Planning, Estate Planning, Tax Planning, Investment Administration, Mortgages, Insurance, Asset Protection, Wealth Management, Wealth Creation, Tax Preparation, Financial Consulting, Financial Advising.
- HQ
- Calgary, Alberta
- Competitors
- LiveBy Wealth Management Inc., Lighthouse Wealth Management, Lifequity Wealth Management, PULLEM WEALTH MANAGEMENT, Matthew Wealth Management, Genesis Wealth Management Corp., Starratt Wealth Management, Trademark Wealth Management, Charter Wealth Management Inc, Forbes Wealth Management Ltd..
Enlightened Wealth Management Questions
Enlightened Wealth Management's website is http://enlightenedwealth.ca
Enlightened Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/enlightened-wm
Enlightened Wealth Management's industry is
Financial Services
Enlightened Wealth Management's top competitors are
Liveby Wealth Management Inc.,
Lighthouse Wealth Management,
Lifequity Wealth Management,
Pullem Wealth Management,
Matthew Wealth Management,
Genesis Wealth Management Corp.,
Starratt Wealth Management,
Trademark Wealth Management,
Charter Wealth Management Inc,
Forbes Wealth Management Ltd..
Enlightened Wealth Management's categories are Financial Services
