Our history matters. In 1998, the Dube Wealth Management Team was formed, in Calgary, under the umbrella of BMO Nesbitt Burns. Since that time, our practice has grown and evolved from its humble beginnings as a one-man band, to a leading provider of comprehensive Wealth Management solutions to the High Net-Worth market. Craig has brought together a team of talented experts that combine a complementary skill set, and commitment to the highest ethics and shared philosophy about work, family, and a passion for excellence in all that they do.
With a talented team and the backing of BMO Financial Group, our core mission of providing customized Wealth Management solutions, combined with nimble and responsive service has never been stronger.
Whether it's conducting client meetings at our office in Eight Ave Place, meeting new referrals, or the commitment to give a percentage of all annual revenue to the Alberta Children's Hospital and other worthy causes, Craig and his team are proud of where they've come from and who they are today.
As a high-performing, specialized provider of Wealth Management solutions, we believe that a personal touch makes the difference between experience and expertise. In the industry for over 21 years, the Dube Wealth Management Team brings unparalleled experience in discretionary money management, taxation (including cross-border), financial and estate planning and business succession planning. Each client is unique and so is our solution, we take the challenge on with a sense of pride, a sense of humor, and a sense of purpose. In the end, we know what our clients need. We know how to find solutions to their most complex financial decisions.
Our unique process plays a large role, but we do not let it replace the importance of real human interaction. When working with us, you can expect a dynamic wealth management process, frequent communication, market updates, review meetings, access to your accounts 24hrs a day via our secure Gateway service, easy to read, consolidated statements, and the latest market research from our industry leading research department. Our goal is to provide you with a more effective, convenient and personalized approach to your financial affairs. We chose a simple, transparent and equitable fee structure that puts the client first. Simple. Practical. Effective.