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Agrawal Associates Private Wealth Management

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Who are we? Learn more about Agrawal Associates Private Wealth Management

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Dedicated to helping our clients live happy, healthy and wealthy lives

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Providing careful strategies to protect your financial future

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What are the ten areas of financial life?

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A Personal Approach to Comprehensive Wealth Management

Managing your wealth is more than just managing your investments. It’s about developing a comprehensive plan that focuses on both short-term and long-term goals.

We are dedicated to professionally supporting, educating, and providing informed financial direction to each client, every step of the way.
 

The 10 Areas of Your Financial Life

At Agrawal Associates Private Wealth Management, we focus on 10 areas of your financial life.
By comprising a plan based on these areas, we believe no stone is left unturned. You will have a precise vision of your financial future, complete with a detailed strategy for getting there.

 

Investment Management*

Build insightful strategies to protect and grow your portfolio (*Offered through Investors Group Securities Inc.)

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Retirement Planning

Alleviate retirement fears with reliable investment solutions, including guaranteed income options

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Risk Management

Protect your finances from the unexpected: health or legal issues, job loss, divorce and more

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Tax Planning

Dedicated, careful strategies to maximize after-tax investment income

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Cashflow Planning

Deep analysis and carefully considered strategies to maximize future growth and effective use

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Debt Management

Take control of your debt through proper planning, debt consolidation, and payment prioritization

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Estate Planning

Maximize benefits to your beneficiaries while minimizing tax burden and fees

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Business Planning

Protect your investments cashflow and assets when buying, selling or running your business

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Philanthropic Solutions

Achieve your philanthropic goals through trusts, charitable gifts and donations

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Intergenerational Transactions

Strategies to help you transfer wealth to your children, grandchildren and other family members

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Integration of All the Above

Every client is unique, and every solution is customized to fit your needs

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Private Wealth Management

Latest Blog Posts

Back-to-School Budgeting Tips

Submitted by Agrawal Associates on August 23rd, 2018

August 22, 2018

Money can be a major stressor for parents this time of year. Spend smarter with these budget-friendly back-to-school tips!

Tags:
  • Budgeting
  • Children
  • School
  • Tips
  • Read more

Bolster your finances with charitable giving

Submitted by Agrawal Associates on August 10th, 2018

August 10, 2018

A well-rounded financial plan may includes an aspect of charitable giving and donating your money can actually help your wallet.

Tags:
  • Charitable giving
  • Charity
  • Read more

Four ways to enhance your growing family’s financial future

Submitted by Agrawal Associates on July 24th, 2018

July 24, 2018

Having a child is a major lifestyle change, and it’s also a great time to review your goals and update your financial strategy.

Tags:
  • Children
  • family
  • Read more

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Contact info

  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
  •   403-727-2800
  •   888-996-9990
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IIROC Advisor Report

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.

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