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Estate, income & tax planning
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Information contained herein has not been reviewed nor has direct relation with Investment Planning Counsel. This is for information purposes only and should not be construed as investment advice, investment decisions, products or services, offer in any jurisdiction in which such solicitation or offer would be unlawful. You will be leaving the Marquis Wealth Inc. website with no direct relation to IPC.

Home
Retirement planning

Wealth management

Estate, income & tax planning
About
Blog
Contact
Login to IPC
Information contained herein has not been reviewed nor has direct relation with Investment Planning Counsel. This is for information purposes only and should not be construed as investment advice, investment decisions, products or services, offer in any jurisdiction in which such solicitation or offer would be unlawful. You will be leaving the Marquis Wealth Inc. website with no direct relation to IPC.

Estate, Income & Tax Planning

helping you save for the things that matter

Get started today

Safeguard Your Wealth

When it comes to personal financial management, perhaps no topic is more essential, or more neglected, than estate planning. Estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues.

When properly structured, an estate plan can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected.

"The best things in life are free, but sooner or later the government will find a way to tax them."

― Anonymous

Personalized Estate Planning

Our certified financial advisor can assist you in organizing your money, securing your belongings for the future, and making sure you pay just the right amount of taxes. Discover smart strategies and get expert tips to make your financial journey smoother and more successful.

We can help you with:

Estate planning

Establish a financial legacy, take care of your loved ones, and contribute to causes important to you.

Tax planning

Make sure you’re managing the tax impact of your financial strategies with smart, proactive advice.

Portfolio Management

Provide a portfolio that meets your investment objectives to help achieve your target returns.

Wealth Transfer

Whether you are preparing to pass on your wealth or getting ready to inherit, get advice that works.

What are your goals?

Investing money to help fund your goals for life is a highly tailored experience. We believe in the perfect balance of integrated wealth management services with flexible, personalized advice to fit your needs no matter where you are in life. We’ll work with you to get you where you want to go in a way that works best for you.

Get Started Today

Don't wait to start crafting your ideal wealth plan. Contact Graham to get started.

Together, we can turn your retirement dreams into a reality.

Start the conversation

403-870-0505

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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