Calgary's Premier Wealth Management Services
Family Trust Consulting
Let’s not let money add any negative emotions to your family gatherings. We are here to educate, consult, and build your family wealth with you.
Estate and Philanthropy Counseling
We understand that leaving a legacy behind for your loved ones is an important yet difficult discussion to have. Our experts at Ventus walk you through the process, ensuring comfort and honesty, at every step.
Network of Professionals
At Ventus we have a network of professionals in all areas of practice such as accountants, and lawyers that we coordinate with to ensure wealth in all assets of your life.
1000+
Consultations
Think of Us as Your Financial GPS – We’ll Navigate the Road Ahead
Ventus’s wealth counseling service is one of a kind, and is unique to the financial management industry in Alberta. Our wealth counseling services consider all facets of your financial history and goals, in order to steer you in the right direction. Our team of certified financial planners are dedicated to helping you reach your financial goals.
What makes our wealth counseling services so unique are the different offerings it entails. We provide our clients with what we call a “wealth review”, in which we examine all of your assets, and advise accordingly. This all encompassing document outlines the entirety of your financial life, and what strategies can be implemented for its future. In addition to this, we also have a professional consulting service that connects you with our network of supplementary professionals that can also assist you. We have long standing relationships with lawyers, accountants, benefit coordinators, and other professionals. If clients already have those professionals involved in their lives we are more than willing to include them in our plan. Together as a team we share a common goal of making the right financial decisions for you.
Why Choose Ventus?
Alberta’s #1 Wealth Management & Financial Advisor Firm
Genuine Guidance with No Barriers
All clients have access to the same services, regardless of the amount in their account, there are no barriers to our guidance. Our advice is genuine in our desire to help you achieve financial freedom.
Financial Knowledge For Any Situation
In addition to managing investments and finances, we discuss non-financial issues with our clients such as marital issues, and problems with the kids. We believe wealth, beyond just monetarily, is essential to overall client satisfaction.
Data Driven Decision Making
By leveraging sophisticated algorithms and real-time data, we ensure that your investment strategies are not only grounded in solid research but also agile enough to adapt to emerging trends and market shifts.
We Strive For Exceptional Service
Our goal at Ventus is always to go above and beyond our clients needs. We pride ourselves on ensuring that we over deliver on expectations.
Building bridges to your Financial Dreams
Our PROCESS
What Makes Ventus So Successful
Contact Us
Call or fill out our contact form and we will get back to you within 24 hours to solve your financial, bucket list, and retirement woes.
Talk With Our Consultants
Meet with our team to answer any finance related questions, discuss your goals and aspirations, educate, and plan for the next step in your life journey.
Build Out YOur Plan
Our team of experts will work with your to create a plan to step by step work towards completing any and all life goals you may have.
Help You Become The expert
With our expertise, we will provide the necessary education, consultations, and advice to ensure you make the correct decisions to better your future.
