Hay Sisters Wealth Advisory Group

Hay Sisters Wealth Advisory Group

C.F.P.

CIM®

CDFA

Working together to help you achieve what truly matters to you

Phone

Office

(403) 299-8620

Office Location

Suite 900 421 7th Ave SW Calgary, AB T2P 4K9. map

Like, Respect, Trust

Everything follows from that foundation.

Our business is based on our deep roots and connection within community, family and clients. Together, we offer almost 60 plus years of professional experience. Combine that with the strength and expertise of the TD Bank Group, we are able to provide our clients with a personalized, comprehensive approach to their unique concerns and aspirations.

We proudly support Calgary and area.

Reach out to us to discover your potential.

Phone

Toll Free

1(800) 449-5344

Fax

(403) 299-8624

Branch Phone

(403) 299-8600

Branch Fax

(403) 299-7984

Certificates

C.F.P.

CIM®

CDFA

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Federal Budget 2023: What you need to know

Article

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Lifetime Capital Gains Exemption tops $1M: What business owners need to know

Article

Lifetime Capital Gains Exemption tops $1M: What business owners need to know

The Lifetime Capital Gains Exemption has topped $1 million. For owners selling a business, the LCGE can allow you to keep more money in your pocket. Pierre Létourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to talk about some ways to maximize your use of this important tax tool.