Your Local Calgary Financial Planner

Retirement, estate & tax advising and wealth management services

Plan for Your Future

Retirement Income planning is unique to everyone’s situation. At Marquis Wealth there are no one size fits all retirement plans. Our meetings focus on you and what you are trying to achieve and the life you want to enjoy.

We deliver expert financial planning advice by focusing on your goals and your values. We create and implement customized yet easy to understand plans that make your retirement experience truly your own.

Financial Planner Services

Our goal is simple: Our clients trust us with some of the most important aspects of their lives. We do not take that responsibility lightly. We treat everyone like family. We build trusting long-term relationships allowing for an inclusive and collaborative approach to wealth planning.

Retirement planning

Retirement planning is unique to everyone’s situation. Our planning meetings focus on you and what you are trying to achieve and the life you want to enjoy.
Start planning

Wealth management

Wealth planning requires vulnerability — that’s why trust is so important to us. We look at everything from your income streams to your insurance policies.
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Estate, income & tax planning

When it comes to estate, income and tax planning, hindsight is always 20/20. We work hard to mitigate your risks so you don’t live your life with financial regrets.
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“Financial freedom is available to those who learn about it and work for it.”

― Robert Kiyosaki

Marquis Wealth Inc. logo
Marquis Wealth Inc., based in Calgary, Alberta, provides thorough retirement and tax planning as well as wealth management services. Our services are offered by a certified financial planner who adds a personal touch to meet your unique needs.
1212 58th Ave. SE
Calgary, Alberta
T2H 2C9
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