Your Calgary Wealth Management Partners
Here to Help You Build Financial Wellness Today, to Achieve a Secured Tomorrow
Invest Smart, Live Fully
OUR goal is to make YOUR goals, align with your finances. We want your investments to help you attain the life you have always wanted.
Your Path, Our Guidance
We equip our clients with the proper tools, tact, and skillset to both understand their current investments, and explore the investments awaiting them.
Always Listening, Always Caring
With our personalized services, together we craft a financial plan that meets your unique needs and circumstances. We’re more than just wealth management planners, we’re partners.
1000+
Happy Clients
Our Identity and Commitment to You
Why Choose Ventus Wealth Management?
Our Services
Alberta’s #1 Wealth Management & Financial Advisor Firm
Investment Management
Whether it be managing a pre-existing investment portfolio, or constructing one from scratch. We are here to analyze your objectives and steer you into the direction of financial success. Together, we can craft or optimize your portfolio to its fullest potential.
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Financial Planning
What’s not seeing a shrink…..is your growing finances! We provide a wealth counseling service that is unique to the financial management landscape. In which, we conduct an overall wealth review of all assets, and advise accordingly.
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Wealth Counseling
Saving for your children's education? Retirement? Your Estate or Corporation? We can lend a helping hand in planning out the best way to do so and maximize the outcome. We understand life moves fast and we want you to be prepared for the financial challenges ahead. Think of us as your financial fairy godmother, but in a suit and tie.
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Risk Management
Our risk management services ensure there is always a safety net to cover your finances. We conduct an all encompassing needs analysis of what insurance is best for you. Keeping in mind assets, goals, dependents, and liabilities. Our expertise in the field will mitigate potential losses, and protect yourself and your loved ones.
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About Us
Meet the team committed to HELPING YOU reach your financial dream
Mr. Cramer & Clint Graham
Assante Financial Management Ltd.
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FAQs
We can provide you with all of our services within the Calgary and surrounding region in person. We can all provide online services with anyone out of province.
Yes! We are here to help guide you, either in an advisory role or we can manage your wealth portfolio for you.
Of course! Our experts can help you plan for retirement whether it’s months away or decades. We will do our best to work within your timeline so you can retire on time.
We offer risk management consulting in all aspects of your life or business. From starting a new business, to investing, to planning for your future goals (financial or not), our experts are here for you.
Definitely! If you are unsatisfied with your existing portfolio management, our experts will learn your financial goals and do our best to make sure you reach them.
Look no further than Ventus. Our experienced advisors and decades of historic market data will all us to make the best decision possible to make sure you are taking the smallest risks for the biggest returns, no matter what you decide those are.
