REACH YOUR INVESTMENT RETIREMENT GOALS
Portfolios are customized for each client household based on client goals, values and tax efficiency.
Our Portfolio Managers adhere to the highest industry standards for investment advisors. There is a fiduciary duty to our clients to find the best investment solution possible based on the client's situation.
RT Mosaic Wealth Management Ltd is a registered portfolio management firm based in Calgary, AB,
that takes pride in our client-focused approach.
At RT Mosaic, we believe in offering a unique service, combining the services of a Portfolio Manager
with the expertise of a Financial Planner.
When you combine customized portfolio management with unbiased financial planning and a
small, select client base, you get an exceptional personalized experience.
A PLAN BUILT FOR YOUR LIFESTYLE
Wealth Management is more than just managing your portfolio.
A comprehensive plan includes an analysis of your assets and liabilities, incorporates your age and situation, and reviews your income and goals to generate a plan to suit your lifestyle.
We offer financial advice personalized to your situation. Everybody is different and you have a plan developed that specifically works for you.
RT Mosaic does not sell any proprietary investment products allowing us to remove any potential conflicts of interest in the relationship, allowing us to focus on delivering results, rather than potentially selling a product with a higher commission.
We have a select client base, and our clients are our focus. Unlike our competitors, our business is based on trust and advice, not maximizing the number of clients.