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.

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

28 November 2022
Do we believe in a Santa Claus rally
View article

 

21 November 2022
Morphing market
View article

 

Investor Strategy

November 2022
Road not taken
View article