"Better Together"
Integrated Advisory & Wealth Management
Core Wealth Solutions is the wealth advisory firm CPA and Law firms trust to integrate wealth management into their practice.
By combining the knowledge of a client's skilled CPA and Lawyer alongside their wealth advisor we bring unprecedented value to the client.
Work with Alberta’s premier integrated Wealth Advisory firm.
"Better Together"
Integrated Advisory & Wealth Management
Core Wealth Solutions is the wealth advisory firm CPA and Law firms trust to integrate wealth management into their practice. By combining the knowledge of a client's skilled CPA and Lawyer alongside their wealth advisor we bring unprecedented value to the client.
Work with Alberta’s premier integrated Wealth Advisory firm.
Core trains CPA firms and law firms on how to integrate Wealth Advisory into their practice using a “Turn-Key” approach.
“We understand accountants and lawyers are busy professionals. Our business model was designed by CPAs and lawyers for CPA’s and Lawyers.”
Collin Noble CFP CLU, – President Core Wealth Solutions
CORE WEALTH SOLUTIONS
Wealth Advisory, Insurance, and Estate Planning Solutions for CPA Firms, Law Firms, and Their Clients
OUR PARTNERS
As a lawyer your clients see you as their trusted advisor. As such, you are also in a position to identify your client’s unique wealth planning needs. Working alongside many of Alberta’s full-service law firms, Core has structured an integrated Wealth Advisory business model that helps you attract and retain high-net worth clients.
Law Firms
Successful shareholders of private corporations and high net worth families benefit from our integrated and personal approach. Each client receives a tailor made solution from Investment Management, Retirement planning, Tax planning, or Estate planning. Core has the team to meet all of your needs.
Personal Wealth Solutions
