Hagewood Financial Inc.

Hagewood Financial Inc. We are a family owned and operated financial planning boutique. Our focus is on our clients. Our disciplined process is our competitive advantage.

We are a family owned and operate financial planning boutique. Our focus is our clients. Our competitive advantage is our process. The Hagewood Process is our copyrighted model to financial success. The Hagewood Process is a disciplined approach to achieve long term financial success by anchoring to diversification and unfastening the determents of investor psychology. We offer full financial plan

ning services. This is not a marketing phrase - we truly offer complete financial planning services. Our services include Financial Foundations, Risk Management (Insurance), Asset Management (Investments), Tax Planning, Retirement Planning, and Estate Planning. We partner with select individuals, and expand on existing relationships through client referrals. We are moving into multi-generational planning and in a few cases service three generations within the same family. We are trending toward servicing higher net worth individuals and households with a minimum investable liquid worth of $500,000 or greater. Our associate can manage accounts of $100,000 liquid worth or greater. Our clients are our focus. We provide quality service!

Address

304/8180 Macleod Trail SE
Calgary, AB
T2H2B8

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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