Welcome to Wan & Associates Private Wealth Management

As the financial world continues to evolve and become more complex each day, Canadians deserve an approach that is customized to their current and future needs. Our team specializes in bringing a holistic perspective and clarity to each client’s financial picture. Based in Calgary, Alberta and with over 40 years of combined industry experience and a Private Wealth network of specialists by our side, we are able to provide a comprehensive approach to wealth management that is current, timely, and that addresses each client’s unique circumstances.

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Who we help

We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.

 

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What we do

Our team has more than 40 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.

Investment planning


Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.

 

 

What our clients say