The Wise Banker

www.thewisebanker.com

Do you want more stress-free time for who and what you value most in life? From college age to high net worth retirees, now more than ever, Canadians are embracing a purpose driven lifestyle and are looking to increase self-fulfillment while decreasing stress. At The Wise Banker, we help you build rock solid financial foundations so you can breathe just a little bit easier knowing your financial needs are covered as you climb your ladder of success, however you define it. Do you need life insurance? We’ve got you covered. Do you need an emergency fund? We can help you with that. Do you want to build wealth safely, successfully, and consistently? We have a way that doesn’t involve risking your savings. With a focus on financial stewardship, our tax-forward strategies can help give you liquidity of your money when you need (or want) and with unstructured loan options so that you can do one thing different than you are right now: create a tailwind for everything you do in the financial world. At a time when so many others are going into bank-owned debt to pay for things with large amounts of interest going away from their pocket, we’ll help you redirect that interest to an asset you own and control and recover the opportunity costs when spending money so that you can keep more of your hard earned income. If you want more stress-free time for who and what you value most in life, we’ll teach you everything you need to know to make a difference in your world financially speaking so that you can do what you were born to do.

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Do you want more stress-free time for who and what you value most in life? From college age to high net worth retirees, now more than ever, Canadians are embracing a purpose driven lifestyle and are looking to increase self-fulfillment while decreasing stress. At The Wise Banker, we help you build rock solid financial foundations so you can breathe just a little bit easier knowing your financial needs are covered as you climb your ladder of success, however you define it. Do you need life insurance? We’ve got you covered. Do you need an emergency fund? We can help you with that. Do you want to build wealth safely, successfully, and consistently? We have a way that doesn’t involve risking your savings. With a focus on financial stewardship, our tax-forward strategies can help give you liquidity of your money when you need (or want) and with unstructured loan options so that you can do one thing different than you are right now: create a tailwind for everything you do in the financial world. At a time when so many others are going into bank-owned debt to pay for things with large amounts of interest going away from their pocket, we’ll help you redirect that interest to an asset you own and control and recover the opportunity costs when spending money so that you can keep more of your hard earned income. If you want more stress-free time for who and what you value most in life, we’ll teach you everything you need to know to make a difference in your world financially speaking so that you can do what you were born to do.

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City (Headquarters)

Calgary

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Industry

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Employees

1-10

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Founded

2016

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