Wanner & Associates Private Wealth Management, serving the community of Fort McMurray, Alberta, as CERTIFIED FINANCIAL PLANNER® (CFP) professionals since 1998.
At Wanner & Associates, we are committed to empowering individuals, families, and businesses in Fort McMurray and beyond our province's borders with tailored financial solutions. Our team has the expertise and experience to address clients' most complex and evolving needs with in depth and personal knowledge of the unique employment and business opportunities available to our special community of Fort McMurray.
Our approach is built around understanding your unique financial needs and aspirations. We believe in creating personalized strategies that align with your goals, whether you're saving for retirement, growing your wealth, or navigating complex business financial decisions. Our process combines in-depth analysis, strategic planning, and proactive management to deliver tailored solutions that adapt as your life and family's circumstances change. With a focus on collaboration, transparency, and long-term success, our team of CERTIFIED FINANCIAL PLANNER® (CFP) professionals are dedicated to guiding you every step of the way toward achieving your financial vision for your dream retirement and beyond.
Outside of our immediate team, we have direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced expertise.
Our financial planning business is about clients and their hopes, dreams and priorities. It is our job to find out what’s important to them as people and to figure out the best way to help them implement strategies that enhance their financial and emotional well-being. I am very passionate about building lasting client relationships, always doing professional development to be an industry leader in bringing the best advice to all clients.
In designing financial plans for clients we insist on having a long-term view, goal-based planning & understanding of risk. Every client has a unique situation & helping them achieve their financial goals is something that motivates me every day.
Certified Financial Planner
The experience for clients, when dealing with our team, is top priority for me. As the first point of contact for many clients I make it my goal to ensure they feel comfortable and know how important they are to us. I feel it is a successful day when client needs are dealt with in a timely fashion and they are very happy with the services we have provided.
