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Kalee Boisvert - Raymond James Ltd
Financial Planner in Calgary AB
Areas of Expertise | retirement planning | financial advisor | investment advisor | financial planner | investment planning | wealth manager | investment counsel | portfolio manager | investment specialist | cross border |
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Address
4100-525 8th Ave SW
Calgary, AB
T2P 1G1 -
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Map/Directions
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About
Kalee understands that your personal and financial life is closely entwined and that building your wealth, preserving capital, managing risk, and taking care of loved ones are all paramount concerns. Kalee adopts an individualized approach to each case, and listens intently to YOUR story to uncover and truly understand your unique wants, needs, goals, and objectives.Dedicated to providing a holistic experience, Kalee develops custom wealth management solutions which include: financial and estate planning, professionally managed investment portfolios, risk management techniques, tax minimization strategies, supports for business needs, and charitable giving programs.
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Hours of Operation
Mon - Fri 7:30AM - 4:00PM
Sat - Sun Closed
Holidays Closed