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Personal Insurance Products

Life insurance is the most affordable way to protect your family’s financial future

MB Wealth Management: Canmore’s Certified Financial Planner

You work hard for your money so why not get the most out of it? For services from a certified financial planner, look no further than Canmore’s MB Wealth Management We’ll help you determine your short and long-term goals while creating a balanced plan. With over 15 years’ of experience, we’ve been building trusting relationships with our clients to provide ongoing advice that’s critical to achieving your goals. We’ll take the time to understand your unique situation and provide solutions that are best suited to your needs. Our wealth management services include:

couple doing their finances

Why Financial Planning is Important

Organizing your finances can be a complex task with a lot at risk if you don’t fully understand the consequences of your actions. However we can’t stress enough the importance of proactive financial planning. From capitalizing on available tax deductions to protecting your family’s financial security with proper insurance coverage, our professional services can help you create and secure a better future. We’ll help you make sense of your income and cash flow to improve your overall financial well-being.

To book an appointment, give us a call  We offer service in Canmore, Calgary, and Banff. and are pleased to offer complimentary investment evaluations and insurance consultations.

Financial Planning

We’ll address your asset, risk and financial management needs

Retirement Assessments

Find out if The Retirement Confidence™ program is right for you

Tax Saving Opportunities

We can help you find missed deductibles

Certified Financial Planner

We can help you create and secure a better future

Professional Affiliations

Financial Planners Standards Council – CFP (Certified Financial Planner
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