Kamel Wealth Management

Trust. Exceptional Service. Going Beyond.

Investing is equal parts research and intuition. It’s about setting goals, finding opportunities and understanding risk. At Kamel Wealth Management, we recognize that well. We’ve spent 27 years developing a deep understanding of the economic forces driving the markets, fine-tuning our approach surrounding wealth generation and preservation, and becoming a trusted advisor to a select group of high-net-worth individuals and families in Alberta.

Our clients know what to expect from us, we’re transparent in our decision-making and every investment portfolio is guided by an Investment Policy Statement. We work with the state-of-the-art My NextGen Plan financial planning tool to model different scenarios for life’s milestones and our clients get access to Richardson Wealth’s team of in-house Tax & Estate Planning, Philanthropy and Insurance experts. We understand our strength lies in our investment expertise and we also know when to bring in additional support to ensure every aspect of our client’s financial well-being is looked after.

At Kamel Wealth Management, that’s our goal – to gain your trust, provide exceptional service and always go beyond your expectations.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

25 October 2021
G N' R – Rocking markets
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18 October 2021
Labour intensity, wage pressure, and why people are quitting their jobs
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October 2021
Challenges ahead
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