The Gurney Wealth Management Team... Established, Dedicated, Reliable

Established – We are a highly accomplished group of individuals that each brings our own unique set of strengths, skills and talents. Based in Canmore, AB we have been servicing clients of the Bow Valley and across Canada since 1992. Our established reputation of dedication and reliability is the cornerstone of our service model and a testament to the character of our team.

Dedicated – We are committed to helping you realize your goals and dreams. Our philosophy is centered on time and communication. We want to ensure we have a complete understanding of your individual financial needs. With this thorough understanding we can then assist you to building your customized wealth plan. Our dedication is rewarded by the referrals we receive from our long-standing and new clientele.

Reliable – The foundation of any great relationship is trust. Our team prides itself on being there to meet your needs building a mutual long lasting relationship.

What is most important to you? Our team will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
In collaboration with our specialized team of experts we are here to understand your life priorities and deliver on our commitment to:

  • Assess your financial goals and level of risk tolerance
  • Develop a strategic and effective in-depth plan based on your current financial picture
  • Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
  • Meet at regularly established frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance

What’s Your Life Stage?
Pre-or Post-Retiree?  We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
Young Professional?  We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business Owner/Entrepreneur? Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.

Parent, Guardian or Primary Caregiver? We can assist you in preparing an effectuve education savings plan that includes calculating the cost of post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring your educational plan.