ADVISORNET

The Oculus Private Wealth team is a carefully selected group of professionals who are ready to assist in maximizing your wealth and achieving your goals. Each member has been carefully selected to offer a range of experience, education, and strategies in the areas of wealth management, tax law, estate planning and insurance... We are a boutique financial services firm. Our mission is to deliver exceptional, personalized service to each client. To do that we keep our list small in order to always be educated about your portfolio and offer you the best solutions to reach your financial goals... We believe it is education, not momentum that drives wealth creation. We listen, evaluate, research, and draw on experience and education to create carefully considered and customized financial strategies. That is the Oculus Philosophy. We believe in it and we know it works to create peace of mind so you can enjoy life.

Also known as: Oculus Private Wealth

Primary location: Calgary