Integral Asset Management Ltd.

 

Integral Asset Management Ltd. and our Wealth Management team provides highly customized financial advice, investment solutions and insurance planning to individuals, families and corporations with specific plans for asset  accumulations. 

  

As Integral’s premium service for individuals and families with significant means, we specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and executives. 

  

 

Our Approach 

  

Since our inception, we have been dedicated to serving our clients through a relationship which is based on intimacy, integrity and mutual trust. We continue to stride for growth along with our clients. 

  

When a new client comes to Integral Asset Management, our relationship begins with a discovery process - an in-depth dialogue to identify all the factors surrounding and defining the client’s wealth. This includes the client’s short and long-term goals and concerns, the structure of his or her holdings, and the client’s exposure to and tolerance for risk, for which we help manage. We truly integrate all aspects of wealth management: Cash Management, Investment Planning, Retirement Planning and most Importantly, Risk Management. 

  

The client’s dedicated team and wealth management specialists then work with the client to construct, implement and monitor an asset allocation strategy that will help the client achieve his or her many objectives. 

 

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Information & Bookings 

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Phone:
 403-614-3379


Email

 
Mailing Address 
 
340 - 50th Avenue SW
Calgary, Alberta
 
T2G 2B1 
 
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