Wealth is the wealth management division of Financial. Our team consists of the experts, products and services formerly offered by Investor Services and Alberta Private Client.
By integrating investments with private banking services, we are able to deeply understand your goals and challenges to deliver personalized solutions and advice.
Wealth: realizing your vision of wealth
People first. It’s how we began and how we continue to operate. And it’s working. Today, Wealth is an industry-leading investment firm, with over $25.6 billion in assets under administration across more than 200 advisors and 97,000 clients.
Wealth is committed to making our innovative and inclusive wealth management approach available to everyone—not just a select few. With proven, stable investment strategies, proactive advice and deeply personalized service, we transform the advisor-client relationship and help our clients to grow their investments and improve their financial wellness.
It’s why we’re expanding beyond Alberta. With new locations in Kelowna, BC and opening soon in Saskatoon, SK we see possibility all around us—in the goals and dreams of our clients and in the communities of all sizes that we serve.
See our subsidiaries
Learn more about our business and governance.
Our leadership team
Wealth new client packages
Helpful info for your investment journey
Securities Inc.
Find guides, publications and regulatory information to help you understand and manage your Wealth investments.
Helpful info for your investment journey
Investment Management Inc.
Find guides, publications and regulatory information to help you understand and manage your Wealth investments.
®Wealth is a registered trademark of Financial.
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