As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
John Feldcher has been involved in the investment industry for over 14 years. Previously he owned and operated companies in the small business sector and is now the owner and driving force behind Wise Wealth Management, a Calgary based boutique investment portfolio management firm.
John's investment style is tax-focused and combines effective, comprehensive and sometimes sophisticated investment approaches to maximize tax efficiency for both individuals and corporations. Most of John's clients are in the 5 to 10 year pre-retirement phase; so by providing a tax-strategic approach as the first crucial step to their retirement planning; he is able to fully and thoroughly customize full investment portfolios for his clients.
Karen Feldcher has worked in administration, client services, and office management for over 20 years; particularly in the financial services industry for the past 14 years. Now as an independent insurance consultant, Karen will help you assess your insurance needs and goals to determine what insurance is right for you. Our financial and family situations will evolve; we will age; and, eventually our health will decline.
And, as life unfolds, our needs and risks change. Karen will help you understand your options and figure out how much and what kind of insurance is right for you.
Wise Wealth Management has worked hard over the years to develop and establish strategic relationships with individuals and companies that benefit our clients’ needs, particularly for the self-employed, contracted, small business owner, and project management employee.
Some of these include but are not limited to law firms, accountants, tax preparation, bookkeeping etc… See links to a few of the companies we have successfully worked with: