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Agrawal Associates Private Wealth Management

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403-727-2800 888-996-9990
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Agrawal Associates Private Wealth Management

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Past Events

Educational sessions:

  • Lunch n' Learn
  • Maestro and the Markets
  • IPP and Corporate Tax discussion
  • Risks of Retiring
  • Beyond Framingham on your health and wealth
  • Is your financial future losing energy?
  • Fees: A Moment of Truth
  • Post US Election market update
  • The key to your financial security
  • Service enhancements presentation
  • Real risks of retiring
  • Identity and testimonials presentation
  • Less tax... more life

Client appreciation events:

  • Scotch Tasting
  • A Conversation with Obama
  • Holi Celebration 2019
  • Axe Throwing
  • Smooth Edge Live Band
  • An evening with Laurie Skreslet
  • Alberta Ballet's The Nutcracker
  • Group Hike - Plain of Six Glaciers
  • Client gratitude BBQ
  • Lake Agnes Tea House hike
  • Grassi Lakes Hike
  • Holi Hungama 2017
  • Client gratitude afternoon tea at the Fairmont Banff Springs
  • Client gratitude brunch at the Fairmont Banff Springs
  • Stars on Ice
  • Comedy tour
  • Zoo day
  • LPGA Canadian Open

Sponsored events:

  • Prudent Principles of Wealth Management presentation by Diamond Fernandes of the Heart Fit Clinic
  • Hormones aging & heart disease
  • Keeping yourself financially afloat during your job search

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Events
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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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