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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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Our Process

Understanding your goals to plan your wealth management strategy

Get to know you

We get to know where you’re at in life — what your goals and ambitions are. The more we know about you, the better we’re able to help.

Build a plan

It’s crucial to create a financial plan that both protects your present needs and plans for the future in a tax-efficient manner. We are here to help you build a solid financial structure that stands the test of time and grows, building wealth for you and your family.

Monitor and adapt

An important aspect of effective wealth management is recognizing change — regulatory updates, a shift in the economy, or changes in your personal situation. Through regular reviews and analysis, we work hard to stay on top of these vehicles and look for opportunities to adjust or refine existing strategies.

Retirement

Your wealth management strategy is designed to keep you in good financial health in this phase of your life. With an existing plan in place, you’ll have an excellent view of what retirement looks like. Our team will continue to identify opportunities to create a steady stream of tax-efficient income from your investments. And with an eye to the future, we will regularly evaluate your existing life, health and other insurance protection.

How can we help you?

 

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About Us
  • Girish Agrawal, CFP
  • Our Team
  • Our Process
  • Community Support
  • Testimonials
  • Awards & Recognition

Additional info

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  • Investors Group Securities Inc.

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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