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.
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.
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
Daniel has always provided us good advice and taken care of our financial planning, so we can sleep well in our retirement.
Bob & Laurie H.
Daniel has guided me to becoming debt-free, and helped me to achieve one of my biggest financial milestones! I appreciate his help, guidance and support for close to two decades. I wouldn't be where I am today without all his help, and I appreciate him.
Z.D.
Daniel and his team consistently provide courteous and timely support. Daniel always takes the time to ensure that I feel comfortable with the strategies and information being discussed and customizes to meet my needs. He has earned my trust over the years with not only his consistent responsiveness and support but by how he takes full ownership through to resolution when errors have occurred. I look forward to continuing my relationship with he and his team for years to come.
N.T.
Meetings are arranged twice a year with Daniel, first reviewing the 'big picture perspective' of world markets, followed by specific data on our personal portfolio performance and recommended adjustments going forward. All of our questions/concerns have been addressed ASAP to our satisfaction. Daniel and his team are awesome!
John & Kathy