Aware Financial

Do you want to know for sure that you’re making the right decisions with your money, your retirement and your giving? You shouldn’t have to do it alone! Aware Financial is a Calgary-based, independent wealth management firm that specializes in providing financial planning and asset management services to individual and institutional clients. The world is changing faster than ever, and the next 30 years of your life will look nothing like the last. Aware Financial was launched to offer a fresh perspective on personal finance and provide forward-looking solutions that enable our clients to achieve their financial goals. We believe that your retirement should be designed to optimize for the things that truly matter to you - not just your financial portfolio. We understand that better sleep and a happier marriage may not show up on investment statements, but they are priceless assets that can make all the difference in your quality of life. We are committed to helping you achieve a retirement that is not only financially secure but also fulfilling and joyful. Our mission is to work with you to identify your priorities, goals, and values, and design a personalized retirement plan that supports your overall well-being. So if you're ready to prioritize what really matters in life and take control of your retirement, we're here to help. Let's work together to create a retirement plan that helps you live your best life. FIRST, we’ll organize your financial house, and get everything in order. NEXT, we’ll work to optimize every part of your income, tax, investment, risk management and estate plans. LAST BUT NOT LEAST, we make sure you understand the whole plan.