Have you ever wondered what your retirement would look like? Will it involve exciting travel, treasured moments with your grandkids, or finally savoring those special bottles of wine you've been saving for years? We are here to help you turn those dreams into a reality.
Retirement planning is a personal journey, and at Marquis Wealth, we understand the importance of tailoring our approach to meet your specific needs. We don't believe in one-size-fits-all solutions; instead, we center our discussions around your goals, values, and the life you want to live.
“Don't simply retire from something; have something to retire to.”
― Harry Emerson Fosdick
Your Trusted Local Advisor
Marquis Wealth is based right here in Calgary, Alberta. We're your neighbor and we're dedicated to guiding you on your journey to a fulfilling retirement. We take the time to understand your unique goals, values and financial situation, providing you with expert guidance every step of the way.
Our approach is centered on:
Personalized Planning
I create wealth plans based on meetings with you to understand what your needs are and how to achieve them.
Expert Guidance
I believe the wealth plan for your future should reflect your individuality, aligned with the goals you want to achieve.
Easy-to-Understand Plans
I don't focus on confusing technical jargon. I ensure you fully understand what your plan is and why we are doing it.
A Tailored Holistic Approach
Our easy-to-understand, personalized approach ensures that your retirement plan is a true reflection of your long term goals.
Secure Your Financial Future
Engaging a financial planner in the early stages of your career ensures that you build a solid retirement plan tailored to your goals, providing peace of mind and maximizing your financial well-being for the future.
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.
