Equuis Wealth Management

At Equuis Wealth Management, we take pride in being a unique practice where each advisor is a financial planner and owns their own individual business. Our advisors share their expertise with each other, and each person has their specialty, ranging from debt and savings coaching, to protection planning, to estate, tax, and business planning. We also work in a "quarterbacking" or coordinating capacity with our clients' other advisors, such as accountants, lawyers, brokers, and tax preparation professionals. This ensures that everyone is "singing from the same song sheet, " and our clients receive comprehensive and cohesive financial guidance.

Our team of experienced financial advisors is dedicated to helping individuals and families throughout British Columbia, Alberta, and Saskatchewan achieve their financial goals. We believe that managing wealth is not just about a return on investments and financial abundance, but about having the time and peace of mind to pursue the things that truly matter in life. Whether you're looking to start a new business, build wealth, provide for your family, retire comfortably, or simply have more financial freedom, we are here to guide you every step of the way.

Our Services

Our services are designed to help you take control of your financial well-being and achieve your dreams. We offer a wide range of financial planning services, including cash flow planning, investment planning, estate planning, retirement planning, insurance protection, and business financial planning. Our experienced advisors will work with you to understand your unique financial situation, identify areas for improvement, and develop a personalized financial plan that grows with you.

We believe that financial planning is not just about managing your money; it's about living the life you want. That's why we take a holistic approach to financial planning, considering all aspects of your financial situation and providing you with the tools and guidance you need to make informed decisions. Whether you're looking to get started with financial planning, or you're seeking a new solution, we are here to help you every step of the way.

Our Mission

Our mission is to help our clients prosper and achieve their dreams by providing them with personalized financial planning services, education, and guidance. We are committed to building long-term relationships with our clients, and we strive to deliver exceptional service and results that exceed their expectations. At Equuis Wealth Management, it's really all about you.