Why Network Wealth?
The first step in comprehensive wealth management is understanding the client’s needs and the unique dynamics of their financial household.
By becoming members of the cooperative, clients experience the full advantages of their personalized financial strategies while also participating in the collective success of the organization through equity ownership.
Network Wealth’s extensive experience delivers proven expertise, and the cooperative ownership structure ensures transparency, alignment, and member-focused dedication.
Network Wealth is a specialized wealth management team with deep expertise in planning for Canada’s incorporated professionals.
The second, equally important step is understanding how ALL of their financial assets—including their corporation—interact with one another.
From this informed foundation, a truly efficient and effective plan can be built—one that maximizes growth, leverages tax efficiencies, and provides a clear path toward long-term financial peace of mind.
This is real value creation—fully aligned and shared.
The Network Wealth Co-operative team is supported by the collaborative effort of the below organizations. This mutli-decade experienced group of holding designations such as CPA, CA, CMA, CFA, CIM, TEP, CFP, and P.Eng., all share a value-based commitment to delivering truly client-first advice.
WORLDWIDE
Founded in 2017, The Wealth Council Financial is a boutique wealth management firm based in Calgary, Alberta, specializing in providing personalized financial planning and investment management services. The firm was founded with a client-first approach, emphasizing independent and tailored financial solutions to meet the unique needs of professionals and entrepreneurs.
L'Équipe de conseils holistique de l'année 2023 et 2024, décerné par Wealth Professional Canada.
WORLDWIDE
Founded in 2018, The Estate Advisory Board customizes and implements tax and financial planning strategies to increase the after-tax returns of your business, portfolio and lifestyle.
WORLDWIDE
Network Wealth Private Investment Management (NWPIM) is operated by Palisade Capital Management Canada Ltd. Palisade has been managing assets for Canada’s high net worth for more than 25 years. Their proven leadership and expertise support Network Wealth’s portfolio optimization.
