Moraine Wealth Advisory
70Good407 2 St SW #1920, Calgary, AB T2P 2Y3, Canada
About
Moraine Wealth Advisory provides comprehensive financial planning, retirement planning, and investment management services in Calgary and Edmonton, Alberta, with a focus on personalized strategies tailored to individual goals and values.
Senior Care Path Summary
Moraine Wealth Advisory offers retirement planning and comprehensive financial planning designed to help you navigate your financial journey with clarity and confidence. Their advisors work as fiduciaries and take a holistic approach that includes investment strategies, tax planning, risk management, and estate considerations. They serve pre-retirees and retirees with dedicated guidance for a secure transition into retirement.
The team provides transparent communication about fees, with comprehensive financial plans starting between $4,000 and $6,000. They offer portfolio reviews and a discovery call to help prospective clients understand if their services are a good fit for your circumstances.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Pre-retirees planning a confident transition into retirement
- Retirees mapping income and expenses
- Anyone seeking comprehensive financial planning aligned with personal goals
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
28 Google reviews
Most recent reviews
Marc Leclerc
2 months ago · via Google
My wife and I have been working with Sean at Moraine Wealth for the past two years and have been very happy with the service. He is consistently responsive, extremely knowledgeable, and takes the time to explain options clearly so we feel confident in our decisions. We appreciate his professionalism and would highly recommend him and his team to anyone looking for trusted financial guidance.
Michael Kurtz
4 months ago · via Google
I’m retired and have always managed my own investments, but after turning 70 I wanted a professional assessment of our long term needs and tax efficient ways to transition the excess assets to our children and grandchildren. I interviewed several planners and chose Moraine Wealth because they were one of the few fee only firms willing to build a full plan without expecting me to invest in their managed funds. Sean’s entire process was excellent. The tools were clear and thorough, and I now feel confident we have a plan that supports our family while minimizing taxes. Based on Sean’s guidance, I set up a holding company and a family trust using the advisors he recommended, all of whom have been outstanding. The education I received throughout on planning, structures, and investment options was equally impressive. I highly recommend Sean.
Heather Robertson
4 months ago · via Google
Having Sean outline an extensive financial plan for my husband and I has created a sense of comfort and ease knowing that we are making decisions that will set us up for success. I know we are in good hands and will be working with Sean and the Moraine Wealth team for many years to come!
Summary of Google Reviews
Summarized by Senior Care Path from Moraine Wealth Advisory's Google rating and recent reviews. Confirm specifics with the provider.
Moraine Wealth Advisory holds an excellent 5.0-star rating across 28 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Chartered Financial Divorce Specialist
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, Financial Planning Association of Canada
- Raintree Wealth Management
Languages Supported
- English
Frequently Asked Questions
What services does Moraine Wealth Advisory offer?
Moraine Wealth Advisory is a financial planning provider in Calgary, Alberta. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Moraine Wealth Advisory speak?
Staff at Moraine Wealth Advisory are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Moraine Wealth Advisory?
You can call Moraine Wealth Advisory directly at (403) 571-6020, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Calgary. It is free, with no pressure.
Is Moraine Wealth Advisory verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
407 2 St SW #1920, Calgary, AB T2P 2Y3, Canada
Also serves
- Calgary, Alberta
- Edmonton, Alberta