Integrated Wealth Management

www.integratedwealthmanagement.ca

Located in Calgary, Alberta, IWM is a fully independent, boutique wealth management firm, providing comprehensive wealth planning and advisory services. We have partnered with 100% independent Fiduciary Portfolio Managers who deliver solid, long term investment returns for clients. They emphasize risk management to minimize portfolio volatility so our clients can sleep at night knowing their investments are actively managed by top professionals.

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Located in Calgary, Alberta, IWM is a fully independent, boutique wealth management firm, providing comprehensive wealth planning and advisory services. We have partnered with 100% independent Fiduciary Portfolio Managers who deliver solid, long term investment returns for clients. They emphasize risk management to minimize portfolio volatility so our clients can sleep at night knowing their investments are actively managed by top professionals.

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Calgary

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  • Founder and President

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  • Wealth Management Advisor

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