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ABOUT US
Navigate Wealth Management Inc. is a leading independent firm, striving to provide individuals and families with financial security while increasing their wealth.
Navigate currently manages over 200 million dollars of assets in Alberta, offering our clients specialized services to meet their current and future investment goals.
We create financial plans with custom portfolios tailored to helping our clients prosper. Our services not only include investment advice but also guidance in securing our clients future with life insurance, living benefits and extended benefit services. We are not only financial advisors - we are committed to a long-term relationship and providing comfort and assurance along the way.
Our outstanding service and active portfolio management allow clients to feel comfortable knowing their money is being taken care of. In addition to this, Navigate is proud to say that we are a fee-for-service firm. Reduced management fees allow us to give back to our clients by ensuring every possible dollar invested with us is working for them.
OUR SERVICES
WEALTH MANAGEMENT
Building wealth based on risk tolerance is an important factor in expanding
net worth. Our firm’s expertise includes a chartered financial analyst that will provide guidance and build a customized portfolio to include diverse asset classes across the world.
As our dealer, Quadrus Investment Services Ltd. provides our firm with further expertise and excellent reporting for our clients. With online access to their accounts, clients have the unique option to receive their statements paperless.
RETIREMENT PLANNING
Helping clients understand their options in retirement, the types of income
they will qualify for, and creating a plan with registered and non-registered investments will allow them to meet their retirement needs and create maximum tax efficiency.
FINANCIAL PLANNING
Life is constantly changing, and we offer custom financial plans that will adapt and evolve as clients experience different stages of life. Navigate understands the importance of developing a long-term financial plan to include life events such as annual family trips, raising a family, changes in income and unexpected circumstances.
PERSONAL INSURANCE AND EXTENDED BENEFITS
It is important to be properly insured while your money is working for you. Our insurance specialist will work with you to ensure that your family is secure in the unfortunate event of a death, illness or disability. Extended benefits are part of providing security to your family and is something we also offer to our clients. Navigate is a broker and has access to carriers across the insurance market. We work with our clients to find the best fit for their needs in terms of insurance products all while working with their budget.