Wealth Management

your certified wealth management & planning partner

Helping You Grow Your Wealth

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. This "everything on the table" approach allows us to confidently see your financial position so we can give you the best advice possible.

Once we have established a clear starting point, we build a road map of possible alternatives for your portfolio — allowing you the power to choose the course of action that best satisfies your goals.
couple playing with dog on a beach

"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case."

― Robert G. Allen

Helping You Reach Your Goals

Part of our philosophy includes meeting each of our clients face to face before getting started. If we don't think we are the right fit for what you need, we'll be honest. We do this because we believe you deserve the best advice possible — regardless of where it comes from.

We use the following techniques to develop a sound and holistic approach to reaching your financial goals:

Debt Management

I create wealth plans based on meetings with you to understand what your needs are and how to achieve them.

Co-ordinated Tax Planning

I believe the wealth plan for your future should reflect your individuality, aligned with the goals you want to achieve.

Portfolio Monitoring

I don't focus on confusing technical jargon. I ensure you fully understand what your plan is and why we are doing it.

Portfolio Fee Audit

Our easy-to-understand, personalized approach ensures that your retirement plan is a true reflection of your individuality.

We can also help with:

  • Mutual Funds – most major fund companies in Canada

  • High Interest Savings accounts for personal or Business Banking – get the highest possible daily interest rate with no Fees!

  • GIC’s – nearly every major financial institution in Canada – we shop for the best rate!

  • RESP’s – take advantage of this Government program and save for your children’s education

  • TFSA – Tax free savings accounts

  • RDSP – Registered Disability Savings Plans

  • Cash Flow Investments – provide safe, reliable, tax efficient income from your registered and non-registered plans

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.

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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