SHOULDICE WEALTH
Shouldice Wealth provides wealth management services, typically only available to the richest 1%, to the middle class. By combining investment management, financial planning, tax optimization, lifestyle, and legacy into a single low-cost service, we deliver a superior alternative to a market dominated by the banks and brokers. Shouldice Wealth was founded in April 2016 and is headquartered in Calgary, Alberta, Canada.
SHOULDICE WEALTH
Industry:
Angel Investment Consulting Financial Services FinTech Management Consulting Wealth Management
Founded:
2016-04-01
Status:
Active
Contact:
587-316-1881
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API LetsEncrypt Content Delivery Network Domain Not Resolving Mobile Non Scaleable Content Euro
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Most recently, as Vice President of Portfolio Management at Fiera Capital where he oversaw $3 billion in High Net Worth client assets. Mr. Shouldice founded Shouldice Wealth in 2016 with the goal of bringing integrated wealth …See details»
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Business Profile for Shouldice Wealth Ltd. - Better Business Bureau
This organization is not BBB accredited. Financial Consultants in Calgary, AB. See BBB rating, …See details»
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The only additional cost you will incur is the MER (management expense ratio) charged within …See details»
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