High-net-worth financial planning services in Calgary
Success creates opportunity, and it also brings more important decisions. Tax planning, family responsibilities, trusts, corporations, and long-term wealth transfer all play a role in shaping what comes next. Agrawal Associates Private Wealth Management works with affluent families to navigate these decisions with care and perspective, so the success you’ve built can continue to support a well-lived life and a meaningful legacy. Serving clients in Calgary, Edmonton and across Alberta, British Columbia, Ontario and Newfoundland & Labrador.
A family office level of care
Agrawal Associates provides an experience that feels more like a family office than a traditional advisory practice, with a level of care that is deeply personal and deliberately high touch.
By limiting the number of new relationships we take on each year, our team is able to offer exceptional attention, thoughtful follow-through, and a client experience built around knowing your family well.
Clients are welcomed into our private suite created for the kinds of conversations significant wealth often requires: personal, multi-generational, and carefully considered. It is a space designed to support close relationships and thoughtful planning across generations of your family.
Advanced planning capabilities
Agrawal Associates is a strategy-led planning team with capabilities that extend well beyond investments or insurance alone. For affluent families, enduring wealth is shaped through thoughtful structure, long-range design, and planning that reflects the full sophistication of their financial lives. Trusts, estate structures, insurance, and tax planning are considered as part of a broader architecture built to support wealth across generations.
This is especially valuable for families preparing to transfer wealth with care and intention. Our work begins with strategic design, bringing tax considerations, succession intentions, and long-term family objectives into one highly coordinated plan.
Who we help
We work with successful individuals, families, and business owners whose financial lives often involve more moving parts and more important decisions. Whether you are building wealth, preparing for retirement, planning for your family, or thinking about what comes next, our role is to help you approach those decisions with care and intention.
What we do
Our work is built around helping you make thoughtful decisions about wealth, both now and over time. From investment and tax planning to estate, retirement, and business succession strategies, each area of advice is designed to support the bigger picture of your life, your family, and what you want your wealth to make possible.
Investment planning
Portfolios are designed within the context of tax strategy, estate planning, and long-term financial priorities, ensuring each allocation supports the broader plan.
