What we offer
At the Zoback | Holford Wealth Management Group we offer tailored investment advice and comprehensive wealth management designed to simplify and enhance your life. We deliver solutions with global scope and insightful expertise, through a deep personal relationship that enables us to truly understand your needs. We help identify blind spots that can put our client's goals at risk and our long-term commitment means that our wealth services can grow and adapt with you, your family and your business, as you move through the many distinct phases of your life.
Who our clients are
Our clients are successful individuals, families, business owners, corporations and charities with considerable investable assets and wide-ranging, often-complex financial needs. Most are looking for consistent capital preservation & growth, integrated wealth planning, and thoughtful tax strategies to help them protect and grow their wealth in order to achieve their goals.
Zoback | Holford in the community
Our wealth management team is proud to call Calgary our home and we give back to our community every opportunity we can. Our firm is a proud supporter of Feed The Hungry, Students' Association of Mount Royal University, Calgary Drop In & Rehab Centre, Canmore Food Bank, Canadian Veterans Legacy Project, Sabres Athletics & the United Way of Calgary.
Zoback | Holford Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.