Wealth management solutions designed for you. 

Recognized as one of the leading investment advisors in Calgary, Ernst Kubitz offers a comprehensive range of wealth management services designed to your unique specifications. To provide a tailored plan, we follow a proven disciplined five-step process.

Investment Solutions

In order for your portfolio to grow, it is important to find the most appropriate investments based on your unique values, comfort level with risk, portfolio size, investment timelines and the needs of all the stakeholders who rely on you to get it right.

Find out how an advisor with over 30 years of financial experience can bring customized solutions to the table for you, your family and your corporation. Contact us for a complimentary consultation.

Financial planning: Start with the end in mind.

We understand that investments are only a small part of your overall plan to:

  • Build your wealth

  • Provide a buffer for unforeseen events and emergencies

  • Provide for the education and future plans of young family members

  • Save for your own retirement

  • Enjoy your wealth

  • Create a legacy through charitable gifts

  • Build and transfer your estate while at the same time minimizing the government's take

A comprehensive financial plan is built upon a detailed analysis of your current situation, which explores opportunities that will ensure you are on the right course. With the help of our accredited financial planning expert, our team will provide you with a plan that maps out tax-efficient strategies to achieve your goals.

Let us help clarify what matters most and get your investments working towards achieving all your goals. Contact usfor a complimentary consultation.

Tax-efficient strategies

For many of our clients, implementing tax-effective strategies to maximize their wealth is an important part of their wealth management plan. With the complimentary services of our dedicated financial planning expert, we help:

  • Preserve our clients' current wealth

  • Maximize after-tax retirement income

  • Integrate business and personal tax strategies

  • Advise snowbirds who spend time south of the border

  • Minimize estate taxes if you're buying property in the U.S.

  • Protect the value of their estate for the future

 Contact us today to find out how we can help maximize your wealth.


Insurance solutions

Integrating insurance solutions into a wealth management plan is about more than a life insurance policy. Depending your unique situation our insurance specialist can develop strategies that:

  • Protect your wealth from the unexpected financial burden of illness or accidents

  • Protect your income

  • Benefit from personal and corporate tax savings

  • Build wealth for your estate and/or a charitable entity

  • Minimize the impact of taxes on your estate

  • Fund buyout agreements when partnerships end

Insurance solutions can play a big part in your overall plan to protect your wealth.Contact us today to learn more about our services.

Will and Estate Planning

Our Will and Estate Consultant can help simplify the complex estate planning process so you don't have to make any compromises when planning your legacy. We can help address your estate planning concerns and objectives, and recommend the steps you need to take to achieve your goals. Whether it's updating your Will or creating one from scratch, establishing a trust for your loved ones or setting up a charitable foundation, we can incorporate tax-efficient strategies to your plan. Our Will & Estate Consultant works with some of the most successful and wealthy individuals in Alberta and brings that expertise to you.

We'd be happy to discuss how innovative will and estate planning strategies can be a part of your wealth management plan. Contact ustoday to learn more about our services.