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.

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

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Market research
Insights

 

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

Market Ethos

13 May 2024
Getting positive on Emerging Markets
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29 April 2024
Earnings riding a wave of optimism
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Investor Strategy

May 2024
Goldilocks and the bad news bears
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