Montilla Wealth Management

at 5113 333 96 Ave NE, Calgary, T3K0S3 Canada

We believe that all families and Business Owners deserve to know and use the techniques of the truly wealthy.


Montilla Wealth Management
5113 333 96 Ave NE
Calgary , AB T3K0S3
Canada
Contact Phone
P: 403-226-5531
Website
http://www.heathermckercher.com

Opening time

  • Mondays: 08:30- 17:00
  • Tuesdays: 08:30- 17:00
  • Wednesdays: 08:30- 17:00
  • Thursdays: 08:30- 17:00
  • Fridays: 08:30- 17:00

Company Rating

114 FB users likes Montilla Wealth Management, set it to 33 position in Likes Rating for Calgary, Alberta in Bank/financial services category

It's hard to know what to do. Some financial experts warn that we are taking on too much debt and need to save more. Others say we can support Canada's economy by spending more. What is your advisor telling you? Spend, save or both

Published on 2014-12-01 23:17:11 GMT

After tax and inflation, saving accounts and one-year GICs lose money at today’s rates. That's why I call them Guaranteed Investment Catastrophies!

Published on 2014-11-28 23:17:10 GMT

I do not know what my future holds but I do know who holds my future.

Published on 2014-11-19 23:17:05 GMT

Recent market volatility serves as a great reminder of why it’s important to maintain a long term focus on your investments. Do you need to know more about how this could impact your financial plan?

Published on 2014-11-14 22:17:07 GMT

Clarity attracts results. Confusion repels them. How clear is your financial plan? Do you know with clarity: what you are doing, where it will take you and when you will get there?

Published on 2014-11-05 23:17:05 GMT

We had an awesome time at Avenue Magazine's Top 40 Under 40 presentation last night. It was great to meet so many Calgarians commited to positive change in our city.

Published on 2014-11-05 19:31:40 GMT

If you lack in "know-how", make sure you more than make up for it with "know-who".

Published on 2014-10-31 22:17:07 GMT

Is your home your primary retirement vehicle? You may want to think again... Z:\Sales and Marketing Tools\Social Media Marketing Ideas\Albertans look to home ownership as primary means of retirement income_files\Albertans look to home ownership as primary means of retirement income.html

Published on 2014-08-18 16:17:02 GMT

You can't be consistently inconsistent with who you truly are.

Published on 2014-08-04 16:17:05 GMT

Our sponsorship programs at Montilla wealth management are always available to businesses, non-profit organizations, churches, professional speakers and athletes. Here are some qualifications that we consider as an organization before we approve sponsorships: 1: It has to impact people's life/lives in a positive way 2: It has to be fun 3: it has to be a win win situation for both parties For more inquiries about our sponsoship programs please contact our marketing manager Heather Mckercher at 4032265531 or e-mail at heather.mckercher@investorsgroup.com

Published on 2014-08-02 20:14:48 GMT

As our team gears up for 6 weeks of at least one of us being on vacation, it got us thinking about out of office messages. How much would you love to receive on of these messages? I think I could actually get away with #8.

Published on 2014-07-30 16:17:07 GMT

Thanks to Canada Life for hosting a great Stampede Party last night!

Published on 2014-07-21 16:17:19 GMT

We were born to make mistakes not to make fake perfections.

Published on 2014-07-18 16:17:11 GMT

Someone asked me why I am not afraid to take on risks? I am truly unafraid! Why?! Because I know something most people don't? No! I am simply not scared because I remember that I am here not because of the path that lay before me.. but because of the path that lies behind me!

Published on 2014-07-16 16:17:02 GMT

If you spend your time fixing your finances rather than complaining that you have none, your situation will change immediately.

Published on 2014-07-14 16:17:12 GMT

130,000 new businesses are started in Canada every year. Starting your own company is a challenging and risky business, but can also be very rewarding. And while everyone must address retirement, tax minimization and insurance coverage, as a business owner you have unique needs requiring special attention and care.

Published on 2014-07-04 16:17:01 GMT

Canadians now owe $1.53 for every dollar that they earn. Debt Management is a key component in any financial plan. http://www.investorsgroup.com/en/how-can-we-help/dealing-with-debt

Published on 2014-07-02 16:17:04 GMT

50% of Canadians say that their retirement "plan" is to win the lottery. #thatsnotaplan

Published on 2014-06-30 16:17:03 GMT

Our motto is "Value for Many, not just Value for those with Money". People are not broke, the financial system is broken. The tools and strategies to create wealth should not be reserved for the wealthy.

Published on 2014-06-27 16:17:08 GMT

Scary stat released from the federal government: 80% of Canadians will run out of money during their retirement. 80%. We want to change that.