Shouldice Wealth
Finance · Canada · 1-10 Employees
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Overview
Headquarters
Private Address, Calgary, Alberta, T2C 4...Phone Number
(587) 316-1881Website
www.shouldicewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Shouldice Wealth
Shouldice Wealth is an integrated financial services provider that combines the efficiency of a robo-advisor with the personalized service of a high-end wealth management firm. They offer a low-cost alternative to traditional banks and brokers, providing integrated wealth management services including financial planning, investment management, tax optimization, and estate planning. Targeting the middle class, they cater to individuals, families, endowments, and foundations with combined investable assets or income over $120,000. Their approach emphasizes a fiduciary duty to clients, ensuring that their services are designed to enhance long-term returns while minimizing risks.Explore more
Shouldice Wealth Org Chart
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Shouldice Wealth is an integrated financial services provider that combines the efficiency of a robo-advisor with the personalized service of a high-end wealth management firm. They offer a low-cost alternative to traditional banks and brokers, providing integrated wealth management services including financial planning, investment management, tax... Read More
