Moraine Wealth Advisory

Moraine Wealth Advisory is a financial planning and wealth advisory firm with offices in Calgary and Edmonton, Alberta. The business provides personalized wealth services including retirement planning, investing, and tax optimization to help clients navigate their financial landscape and shift from uncertainty to abundance.

The firm specifically targets individuals, families, business owners, healthcare professionals, and those preparing for retirement. They offer a streamlined financial planning process that addresses seven key areas: tax planning, estate planning, investments, risk management, insurance, debt, and retirement.

Clients can book a free discovery call to start the process. The firm operates on a client-first approach where they invest their own families' wealth in the same strategies they recommend to clients, ensuring alignment and demonstrating confidence in their guidance.

The firm operates out of two specific locations: 1920, 407 2 St. SW Calgary, AB T2P 2Y3 and 2707 Ellwood Drive SW Edmonton, AB T6X 0P7. Their business hours are Monday to Friday from 8:30 am to 5:00 pm by appointment only, with Saturdays and Sundays closed.

The firm emphasizes transparent communication and reporting as a cornerstone of their approach. They provide clear, professional insight to help clients navigate complexities with confidence, ensuring that trust and transparency are central to every interaction.

Sean Wilson serves as a Senior Financial Planner & Portfolio Manager and is registered as an Associate Portfolio Manager with Raintree Wealth Management, providing investment management services across multiple Canadian provinces including Alberta, British Columbia, and Ontario.

The firm offers specialized financial planning solutions for business owners and entrepreneurs. They also provide tailored strategies for pre-retirees, retirees, and healthcare professionals, ensuring their advice aligns with the unique needs of these specific groups.

The firm's approach is guided by a fiduciary duty, meaning their advice and recommendations are always made in the client's best interests. They use a disciplined approach to financial planning centred on the client's unique needs and objectives.

The firm helps clients optimize their tax situation by carefully analyzing income, investments, and expenses to identify strategies that minimize tax liability and after-tax returns. This is presented as an important part of their comprehensive financial planning process.

The firm assists with estate planning considerations, including wills, trusts, and beneficiary designations. They help clients navigate the distribution of their wealth to ensure assets are transferred smoothly and according to their wishes.

The firm strategically builds portfolios by assessing risk tolerance, financial goals, and investment timelines. They create diversified portfolios designed to achieve long-term objectives while proactively identifying and minimizing financial risks.

The firm integrates life or disability insurance into a client's financial portfolio as part of their evidence-backed solutions. They aim to provide clarity and peace of mind for every stage of a client's financial life.

The firm's website states they have offices in both Calgary and Edmonton, and they encourage clients to book a free discovery call. They also provide a contact form for general inquiries and have a dedicated team to answer questions about achieving financial goals.

The firm's core values include integrity, honesty, and a strong moral compass in everything they do. They are committed to ensuring ethical and transparent financial practices while building long-lasting relationships based on mutual respect.

The official website of Moraine Wealth Advisory is morainewealth.com.