ABOUT US

The financial industry was designed for firms and advisors rather than for clients. We think it’s time for this to change.

To us, success is achieved by putting the goals of our clients first and foremost. With over 150 years of combined experience, The Wealth Council (TWC) has the experience and expertise to introduce you to what wealth management should look like.

We treat our clients like family, caring enough to go above and beyond the traditional wealth management model to provide comprehensive planning and specifically tailored solutions. We offer truly independent institutional-quality portfolio management and access to true financial and tax planning.

Our team is committed to putting your satisfaction first. Together, we can manage, conserve and broaden your hard-earned wealth.

Committed to your financial peace of mind

Our services

Tax Optimization & Structuring

Every business and investment interest has its own unique tax treatment. We ensure these streams are optimized to maximize after-tax cash flow.

Investment Management

We curate custom portfolios to meet your investment goals. As an independent office, we are free to choose the best in-class managers and securities to meet your needs without the pressure of a bank mandate.*

Risk & Insurance Strategies

Insurance should be a living benefit, not just something you leave behind. If making insurance deposits is something you hate doing, you are not doing it right. We can show you how to make insurance decisions benefit you.

*Portfolio Management services provided through TWC’s registered affiliate Zelos Capital Ltd. Zelos Capital Ltd. is a registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer.

Our Services

Tax Optimization & Structuring

Every business and investment interest has its own unique tax treatment. We ensure these streams are optimized to maximize after-tax cash flow.

Investment Management

We curate custom portfolios to meet your investment goals. As an independent office, we are free to choose the best in-class managers and securities to meet your needs without the pressure of a bank mandate.

Risk & Insurance Strategies

Insurance should be a living benefit, not just something you leave behind. If making insurance deposits is something you hate doing, you are not doing it right. We can show you how to make insurance decisions benefit you.

*Portfolio Management services provided through TWC’s registered affiliate Zelos Capital Ltd. Zelos Capital Ltd. is a registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer.

Discover the twc difference

We act in your best interest at all times.

INDEPENDENCE

    • As a truly independent wealth manager, we are free to select the best asset managers and partners without pressure to sell proprietary products.


Our boutique model provides the flexibility to meet your specific needs without limitations prescribed by a corporate mandate.

We align our fees with your success.

CLIENT-FOCUS

We know our clients as people, not statistics. This allows us to build long-term relationships based on trust and service.

Your satisfaction is our success metric – no sales targets or transaction volume incentives.

We focus on your definition of success.

EXCELLENCE

We’re passionate about providing you the most pertinent solutions, executed at the highest standards.

When it comes to delivering on our promise, we are relentless in sourcing outstanding partners to work with us in achieving outstanding results.  


Contact a member
of our wealth management team

OPEN MAP
Suite 2000, 530 8th Avenue S.W. Calgary, AB T2P 3S8
info@thewealthcouncil.ca