Welcome to 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. Backed by decades of expertise, our team specializes in wealth management, tax planning, retirement strategies, and estate planning. By understanding your unique goals, we deliver personalized advice to help you navigate every stage of your financial journey.
Wanner & Associates uses a comprehensive financial planning process to bring order to your financial life by developing a strategy that ensures your best interests. Our team of investment, tax and estate specialists will take the time to understand your needs and then design and monitor your customized financial plan.
Our relationships with clients are partnerships. Our goal is to create a unique and flexible wealth management strategy to support your immediate needs and long-term goals. In return for your trust, we promise honesty, integrity, and our full commitment. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.
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