Canmore Financial Planning Services with Independent Advice
As a certified financial planner, MB Wealth Management provides valuable advice to small business owners and professionals about their investments, insurance and retirement planning. We’re committed to providing our clients with independent, straight up and straight forward advice on areas of life that are important, but tend to be neglected due to lack of time, interest or misconceptions.
- University of Saskatchewan graduate 1998 – Bachelor of Commerce, specializing in Finance
- Certified Financial Planner Designation
- Level II life underwriter accreditation
- EMD licenced through Meckelborg Financial Group Ltd.
My personal philosophy is to educate clients in the areas of insurance and investment so they can make smart decisions and understand the options in this ever-changing financial world. Protection products that are available in today's market place are sophisticated yet simple once I break them down for you.
For financial planning services with independent advice, call Canmore’s MB Wealth Management. Our extended service area includes Canmore, Calgary, and Banff.