ABOUT US

Canadian Wealth Management Institute (CWMI) is a Private and Corporate financial advisory firm based out of Calgary, Alberta, Canada. We provide unbiased needs-based solutions locally and internationally on a fee for service model.

Our independence gives us the unique positioning to offer personalized insights matched with unparalleled intellectual capital while partnering with the top companies and institutions from around the world.

Your objectives are our goals.

Our Values

Our independence gives us the unique positioning to offer personalized insights matched with unparalleled intellectual capital while partnering with the top companies and institutions from around the world.

Your objectives are our goals. 

 

Objectivity

 

Unbiased advice is the best advice. This is why we work hard to build and expand our relationships. Having the largest shelf allows to help based on your needs not our ability.

 

Invest and reinvest in intelligence

 

Intelligence this days means two things: technology and human capital, we don’t discount either. We believe our excellence comes from both and are committed to invest in our team and the latest technology.  

 

Empathy

 

Truly understanding what your objectives mean to you and/or your organization is they key to success. We believe in taking proactive a approach; we take the time to understand the background and the goals to make sure nothing is missed. We will be on your journey alongside you.

 

Communication

 

Communication to us means transparency. As financial advisory consists of many details that can be time sensitivite we pride ourselves in making sure complex subjects are explained clearly to help your rest assure you have the right advice. We are there for you – direct contacts, no run arounds or 1 800 numbers.

 

Our Clients

Individuals/Families    Private Offices    Professional Corporations    Small/Medium Businesses    Human Resource Professionals    Startups                           Listed Companies    Funds    Fund of Funds    Investment Advisors    Private Equity    Hedge Funds    Pension Funds                          Group Benefits Providers