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Money Advisor Wealth Management Worldsource

Money Advisor Wealth Management Worldsource

Let’s talk about tomorrow. Today We believe in protecting that which matters the most: your family, your future and 
your finances.

Retirement Services

As you grow towards retirement, your investments should grow with you. Whatever your financial dreams, Money Advisor Wealth Management’s friendly, holistic, and proactive approach will give you confidence and peace of mind. We’ll help make your dreams a reality.

Money Advisor Wealth Management is Calgary’s local, trusted, retirement specialist firm. We’re not a bank so we can offer personal service, transparency, and unbiased advice for your unique situation. Our retirement specialist is a Certified Financial Planner who doesn’t push financial products. Instead, he serves as your personal guide to enhance and enrich your financial service experience with honesty, trust, and integrity. The result is top quality financial advice and personal service delivered face to face.

We wish you the best in protecting what matters most: your family, future, and finances.

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  • Kevin has been a terrific addition to our financial picture and we wouldn’t hesitate a minute to recommend him to anyone who’s asked who we use.

  • Kevin was the first financial planner we’ve ever met with who brought together all of current finances, Incomes, RSP’s, Pensions, TFSA’s and matched that up with our expenses to create a true short term plan and a much bigger long term plan. Kevin also has a great team who provides him with a strategic plan in terms of our investments which is presented to us in an easily understandable way.

  • Kevin was great, he started by asking us a ton of relevant questions as he needed to know who we were as a couple, our short and long term goals. We in turn asked a ton of questions to Kevin as we needed to know who he was and how he worked with his clients.

  • We met with Kevin, based on a recommendation, and instantly liked what we saw and heard as he has a very calming confident demeanor.

  • We knew we needed to make a change from the financial planner we had at the time as we just didn’t have the confidence in this individual to guide or steer us to the next stage of our retirement years and quite frankly we were very concerned.

  • Trustworthy and personal, professional service. I believe it is Kevin’s demeanor that provides me with a high level of confidence and trust in his service

  • Professionalism, Confidence, Good Coffee, Parking, Made to Feel Important

  • Your commitment to us. You are genuine, honest and we feel like valued partners in our immediate and long term goals

Feel free to contact us with inquiries at any time! Contact us

Money Advisor Wealth Management

4 - 11010 46 Street SE
Calgary, AB T2C 1G4

Phone: 403.214.7215
moneyadvisor.ca

Worldsource Financial Management

Worldsource Financial Management Inc., Sponsoring Mutual Fund Dealer. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.

Other Products and Services are offered through Money Advisor Wealth Management.