Who we are
The Panteluk Wealth Advisory Group serves the needs of investors in Alberta and neighbouring provinces.
We offer comprehensive investment and financial planning services which include retirement, estate and transition planning, as well as access to a broader network of professionals to assist with areas outside of our expertise.
We serve a diverse group of established clients which include business owners, professionals, corporate executives, and retirees. These clients have worked hard to accumulate their wealth, and have more complex wealth management needs. Our clients recognize the value in having a team of financial professionals working on their behalf.
The strategies we employ are most appropriate for individuals with portfolios of $250,000 or more.
We believe that every client is unique, and deserves a wealth management solution that addresses their goals and requirements. Acting as our client's personal Wealth Advisor, we coordinate with specialists with diverse areas of expertise, to come together as a team and provide insightful and effective solutions.
This attention to detail and coordination of services are the key factors which set us apart from our competitors
Contact us today to step up to the next level of wealth management.