Wealthy Edge

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The most successful pension funds have a significant allocation in alternative investments,,,,,,http://www.wealthyedge.ca/articles-post.cfm?postid=7

The Wealthy Edge - articles and resources The 5-10 year time period just before and just after you retire is called the retirement risk zone. Any significant declines during that period can have a major impact on the future sustainability of your retirement income. Everybody talks diversification to lower portfolio risk by spreading investm...

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Live in the present but always think about your future!

Individual Pension Plan An incorporated firm with an interest in the financial welfare of their senior executives and business owners should consider engaging with the tax- effective individual pension plan advice that we...

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About Us Here at The Wealthy Edge® we provide a distinctive combination of wealth management services to better help build, manage and perserve your wealth. We are dedicated to excellence and endeavour to k...

What are you planning for your future?

These Top Ten States for Retirement Can Boost Your Health and Preserve Your Wealth Retiring in Hawaii could be the best choice people make not because of its irresistible weather. Find out what other states topped the list and why.

Greg Miller
Invis SmartCap
Mortgage Professional

Greg is a Mortgage Professional based in Calgary whose goal goes far beyond simply providing you with competitive mortgage rates. He educates people on the various options available to enable them to make an informed decision as it relates their unique financial situation whether it is in regards to refinancing, accelerated mortgage reduction strategies, debt consolidation or increasing cash flow. Sound advice for one of your biggest financial decisions of your life!

Don Watt
TriView Capital Ltd.
Private Equity Specialist
After over 20 years of providing leadership within the non-profit sector, facilitating groups and organizations in budgeting, raising and dispersing funds, and in stewardship of resources, Don has worked for the past 10 years in Investor Relations in the Exempt Market industry. As a “people person” Don’s focus is to get to know his clients to discern what they need and want, and then to assist them in maximizing their resources to achieve those goals and dreams. He enjoys meeting and working with people of all ages and stages in life to assist them in growing from where they are to where they want to go.

Marvin has over 25 years experience in the Financial Services industry. He has held positions as a Financial Advisor, Senior Sales Consultant (Wealth Management), Branch Manager in securities and is a Certified Financial Planner. He is President and the Designated Representative for The Wealth Legacy Group Inc. and a Dealing Representative for TriView Capital Ltd.
He was the host of the “Financial Planner”, a live TV talk show featuring portfolio managers, financial advisors and industry specialists. He has also been a contributing spokesperson on financial matters on the local prime time news channel and radio. His unconventional view on investing and research of market cycles has featured him as a guest speaker for advisor educational conferences and investor informational seminars.
Marvin has expertise in many areas including stocks, bonds, mutual funds, segregated funds, options, alternative investments and various insurance solution strategies. Because of his ability to ask the right questions and listen intently to his clients he is able to gather a very good understanding of his client’s needs and concerns. He is able to communicate effectively by taking seemingly complicated strategies and explaining them in simple understandable terms. Marvin also engages the use of other professionals where needed to provide additional expertise or facilitate in areas outside of his jurisdiction. Check http://wealthyedge.ca/about-us/