Moraine Wealth Advisory - Calgary, Alberta

Brent C.

Sean Wilson of Moraine Wealth Advisory, was recommended to us, at a time when we were feeling that our banking services should be reviewed. Sean invested the time to assess our retirement portfolio held at the bank and explained how the service of Moraine Wealth Advisory would be beneficial in the long term. Sean's expertise, passion and strategic view of wealth management has been reassuring. By the end June most of our portfolio had been moved from RBC to Moraine. In the short time that our portfolio has been under Moraine management, we are pleased with asset growth and we look forward to an ongoing relationship with Sean and Moraine Wealth Advisory.

Tim K.

Sean at Moraine Wealth Advisory provided us with a comprehensive financial plan and knowledge to implement and grow it. Sean is a pleasure to deal with and we highly recommend him to anyone looking for sound investment advice and a hard working advisor to help develop a diverse financial plan.

Hannah K.

I can't really say enough good things about Moraine Wealth Advisory, but I'm going to attempt it anyway: I'm newer to financial management, and have previously felt completely overwhelmed by it. The process at Moraine took me aback — at first because it was empathetic and approachable, and then because it was pragmatic and actionable.

Sean wanted to understand my priorities before developing a clear plan for my short- and longterm goals, and treated me like a peer throughout the process. He took the time to explain the reasoning behind his advice, and it made our meetings feel inclusive and educational. As a result, I have not only the reassurance of knowing my next steps, but also the financial counselling necessary to understand why they are the right steps for me.

I highly recommend Moraine for those looking for a better understanding of, and more control over, their finances, and with advisors who are trustworthy and personable.

Al K.

The Moraine Wealth Advisory team is an absolute pleasure to work with. My wife and I are very happy with Sean's personal approach to wealth management advising, and the assistance provided to us by Amanda. We brought a large part of our retirement money over, from one of the big banks, and feel much better about how our funds are now invested

Jeff P.

My wife and I have entrusted our financial future with Moraine Wealth since its inception but were previously associated with Sean much earlier.

Sean has always acted in our best interests and the investment products available through Moraine Wealth reflect his on-going commitment to client well being.

We are confident the team at Moraine Wealth (Sean and Amanda) will continue to provide us the services we rely on to enjoy a comfortable retirement.

Rob A.

My family has had a strong, trusting relationship with Sean for decades. I am appreciative of Sean's wholistic, transparent, and hands on approach to wealth management.

Carman P.

I've worked with Sean and Amanda for a long time now and will continue in my retirement stage of life. I truly enjoy working with this team, from planning my initial investment strategies, maintaining my investment portfolio and now helping me plan for retirement. It's always a pleasure to hear from Sean and his team!

Deena S.

Sean and his team have been instrumental in providing exemplary assistance as I navigate the transition to a new stage in my life. Sean has devoted time to guarantee my complete comprehension of every element related to my investment portfolio. I am immensely thankful for his steadfast commitment to understanding my individual needs and his attention to detail regarding my financial affairs, both of which have been vital laying a solid foundation for my forthcoming retirement.