We Provide
Insurance | Investments | Strategies
Latitude Wealth Management is an Independent Insurance and Investment firm based in Calgary, Alberta.
Serving Alberta, British Columbia and Saskatchewan.
Every person, business and situation are different. That's why we focus on tailored solutions to meet your specific needs.
Our client are the star and you deserve to know all your options understanding every goal and value that informs their decisions, our team of advisors at Latitude Wealth can leverage our catalogue of solutions to create a personalized strategy to empower you to achieve thorough financial health and security. Our purpose is to educate, inform, and advise and to support you every step of the way
About Latitude Wealth Management
Clients we Serve
Professionals
You have worked hard to get where you are. We ensure that you have plans in place that will grow with you and protect your wealth for years to come. Because we understand that one size does not fit all, our team of experts will work with you to ensure that your wealth is managed in line with your goals.
Solutions Tailored to You
All of our services have the same objective in mind: to ensure that your future is protected and your financial goals are reached. We work with you to build a custom financial plan that’s just for you and based on what’s most important to you.Double click to edit and add your own text.
Life Insurance
Life insurance gives you and your family peace of mind by ensuring your family's needs are taken care. We offer all options of term and permanent insurance available.
Critical Illness Insurance
If you’re considering insurance, critical illness (CI) insurance may be a good option. In addition to providing lump sum payments in the event of a life-threatening illness, a number of critical illness policies offer you flexible options for the return of your premiums, should you live a healthy, illness-free life.
Disability Insurance
What’s your greatest asset? Home and vehicles are among the most common answers. Your home and vehicles are insured, but what about your earning power? Disability plans pay a portion of a person's income when he or she is disabled from an illness or injury and cannot work.
Mortgage Life Insurance
A mortgage is typically one of the largest liabilities a family or individual can have . This type of insurance ensures your mortgage will be paid off if you or spouse were to pass away.
Investment Services
We provide our clients with quality Investment Services that are tailored to their specific needs. Our experienced team will work with you to create a custom plan that takes into account your investment goals and risk tolerance, so you don't have to feel overwhelmed. We will provide you with the resources and advice you need to make the best decisions for your financial future.
Million Dollar Baby
Imagine your parents started a financial plan when you were a child. How much further ahead would you be? These plans protect your children and has savings goals built in that line up with significant life events. Give your children a head start in their financial lives with a customized plan.
Infinite banking is a personal monetary system that leverages a whole life policy as a “personal bank.” This strategy has tax advantages and grows safely through a secure dividend from the insurance company. We are licensed in this powerful financial strategy.
We Work With the Very Best
