BBB Accredited Business Profile

Money Advisor Wealth Management Inc.

Money Advisor Wealth Management Inc.

(403) 214-7215

Money Advisor Wealth Management Inc.

10 years in business
4 11010 46 St SE
Calgary, AB T2C 1G4
Additional Phone Numbers
  • (877) 552-1211
BBB File Opened: 25/01/2012
Business Started: 02/08/2007
Business Incorporated: 17/07/2009 in AB
Type of Entity
Corporation
Contact Information
  • Principal: Kevin MacLeod, CFP, Financial Planner
Business Category
  • Insurance Agent
  • Financial Planning Consultants
  • Life Insurance
  • Investment Advisory Services
  • Retirement Planning Services
  • Financial Services
  • Investment Management
  • Financial Consultants
  • Employee Benefit Plan

Products & Services
Retirement Planning Financial Planning Estate Planning Insurance Services
Alternate Business Names
  • MoneyAdvisor.ca
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

We provide custom Retirement solutions for Calgary and area. Our 5-step retirement planning process includes clarifying your vision for retirement, strategically planning your investments, advising, coaching and keeping you accountable.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Money Advisor Wealth Management Inc.

Money Advisor Wealth Management Inc.

BBB ACCREDITATION SINCE 14/02/2012

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