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Working together to help you achieve what truly matters to you
The Brothers Wealth Advisory Group is located in Calgary, Alberta, and led by experienced Investment Advisor, and Vice President Fraser Brothers. Fraser is joined by Investment Advisor, Joe Hoover, and Client Service Associate, Luisa Smith. With over 40 plus years of combined industry experience the Brothers Wealth Advisory Group has expertise in providing investment solutions for families with complex wealth management needs. Recognizing that no two clients are alike, they take the time to listen, and to understand clients particular circumstances, goals, and aspirations. This understanding serves as the basis from which their team develops an integrated plan to address every facet of client's wealth.
When crafting an integrated wealth management plan their team draws on their expertise and may engage TD specialists who can assist clients in the following areas:
They feel this holistic approach enables the Brothers Wealth Advisory Group to deliver an exceptional experience for the families they work with, and provide value that may not be consistently delivered by investment brokerages who follow a more traditional approach to wealth management.
If you would like to learn more, please feel free to contact Fraser, or Joe, and they would be happy to discuss in greater depth.
Click below to view our brochure:
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.