FINANCIAL SERVICES TAILORED TO HELP YOU

REACH THE SUMMIT

WEALTH MANAGEMENT

 

We provide unbiased investment advisory through our independent brokerage, Belay Wealth Inc. This ensures that your best interests are always put first regardless of the investments recommended. This unique approach combined with our breadth of knowledge and experience is why we believe we provide an unparalleled service to our clients. 

TAX & FINANCIAL PLANNING

 

We combine the skills of Chartered Professional Accountants (CPA) and Certified Financial Planners (CFP) to take a holistic financial management approach to your finances. This tactic ensures that we analyze every aspect of your financial situation before making a robust recommendation. We take the time to provide a superior financial plan for you and your family.

PORTFOLIO ANALYSIS

Proper asset allocation for your risk profile, age or individual situation is one of the most important elements that a diligent financial advisor can provide. Your long term rate of return is directly correlated to the amount of risk and volatility in your portfolio. We make certain that all aspects of your financial plan also fit your financial goals and return expectations.

ABOUT US

Wagstaff Wealth Management is a Red Deer wealth management practice focused on holistic financial planning, tax optimization, retirement planning and investment management. Wagstaff Wealth Management maintains its compliance with Canadian securities regulations through its mutual fund dealer, Belay Wealth Inc based in Calgary, Alberta. The firm's mission is to provide independent financial advisory, products and services to clients with the highest degree of honesty and integrity. 

WHAT MAKES US DIFFERENT

We bring a fresh approach to financial services by combining the power of professional portfolio managers with the expertise of Chartered Professional Accountants (CPA) and Certified Financial Planners (CFP). This unique combination adds to our client focused approach to provide unbiased advice and ensures that the client always comes first.  We pride ourselves on always looking out for your best interests as it is the basis of our business and our integrity as professionals. After years of experiencing a disconnect between efficient tax planning, optimal portfolio management and financial planning, Wagstaff Wealth Management was born to bring all of these elements together in one cohesive package. Our competitive fee based approach also allows us to be flexible on our fees based on our value proposition. When compared to the big banks and large institutional investment advisors, we believe we provide superior service, advanced advisory and holistic financial planning that encompasses your entire financial picture at extremely competitive rates. Contact us below to book a free consultation and see how we can assist in your financial future!    

CONTACT US

Wagstaff Wealth Management

Shane M. Wagstaff | BComm CPA CFP

Owner | Wealth Advisor | Financial Planner

shane@wagstaffwealth.ca

(403) 877-8935

Red Deer/Gasoline Alley Location

Suite 100, 548 Laura Avenue

Red Deer County, AB  T4E 0A5

Trochu Location

Suite 100, 223 Main Street

Trochu, AB  T0M 2C0

We offer flexible hours at each location to accommodate busy client schedules.

Please call or email to book an appointment!

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OUR DEALERSHIP

Belay Wealth Logo.png

Head Office:

#111 - 8855 Macleod Trail SW

Calgary, Alberta T0M 2C0

(587) 393-7876