Financial Management Inc

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340 50 Ave SE
Calgary, AB T2G 2B1
+1 (403) 243-6163
http://www.financialfoundations.com

Financial Management Inc, based in Calgary, AB, specializes in providing investment management, insurance, and tax advice, with a focus on helping clients achieve their long-term financial goals. Since its establishment in 1995, the firm has built lasting relationships with over 30,000 clients, managing more than $22 billion in assets through a conservative investment policy and a commitment to personalized service.

Partnering with Portfolio Strategies Corporation, Financial Management Inc offers a diverse range of investment products, including government bonds, mortgage-backed securities, and GICs, while maintaining independence from any specific investment management firm. The company adheres to the principles of Modern Portfolio Theory, emphasizing discipline, rationality, and a client-centric approach to investment management.

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