Umbrella Wealth Management is a team of Calgary based portfolio managers that are adept at developing bespoke financial solutions for our clients to address their immediate and long-term investment requirements. We spend a lot of time getting to know each client on a personal level in order to understand and assist them in pursuit of their specific financial goals. Our business objective is to deliver discretionary portfolio management excellence to our clients. Backed by the wide array of resources and tools available through Raymond James Ltd., as portfolio managers and well tenured advisors we are positioned to determine how to effectively address client needs, relative to financial planning and investment management.  Contact us today!

Umbrella Wealth Management

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