We are Colbourne Group Private Wealth Management, a team of financial professionals and dedicated individuals who are committed to guiding affluent Canadians toward their financial goals.
As a leading Calgary-based Private Wealth Management practice, we provide a full range of financial products and services to successful families, entrepreneurs and professionals. Honesty, Integrity and Responsiveness are our team's core values. Our diverse, multi-lingual team is motivated to give you clarity, certainty and predictability around your retirement and other important life goals.
Our fees are among the most competitive in the industry, and we adhere to strict ESG standards. We seek to find out what you value in life and customize an approach to help you achieve your financial aspirations. We show you how to minimize tax, invest wisely, protect your family and help you leave a long-lasting legacy.
We use strategies designed to fit your unique needs—whether personal or business—and we work proactively to adapt your plan to your evolving financial life. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will leverage our 20+ years of experience to ensure that each part of your financial picture is synchronized with the others.
For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.