Why Us?
Why the Whitehouse Retirement Wealth Group are Calgary’s retirement management experts
Sleep Well
At Night.
Every piece of advice that we offer our clients is founded on our SWAN philosophy: Sleep Well At Night. It’s our goal that the financial decisions that you make today will benefit you and your family tomorrow – so you can sleep well at night.
From your first consultation to decades after, we’ll provide financial advice and services that contribute to a comfortable and secure future.
Meet our team
Conservative investing
To plan for the future, you need advice and information that minimizes risks and takes into account the current and projected market conditions. Our conservative investing philosophy helps you plan for the future and be confident your goals are achievable.
Communication and honesty
We want you to understand your financial decisions and be assured that they make sense. We want to share the basics of retirement planning, Our regular reviews always keep you up-to-date with your portfolio.
Discretionary management
Guided by our principle of conservative investing, we provide discretionary management so you have more opportunities for your portfolio. You can leverage our expertise and not worry about the day-to-day management of your investments.
Transparent costs
To help you better prepare for the future, we are always clear about our fees. And whenever you have any questions, we are always available to have a discussion so you’ll get the answers you need.
A personalized approach to financial planning
Everyone has different goals and a different starting place. We will identify the opportunities that are best suited to your situation and create a plan that is the best match.
This has been our approach since we started – and it’ll guide our decisions for years to come.
This has been our approach since we started – and it’ll guide our decisions for years to come.
