Moraine Wealth Advisory

Moraine Wealth Advisory Fee-only financial planners helping Canadians build, grow, and protect their wealth. Comprehensive planning beyond just investments.

Moraine Wealth Advisory was created to meet the needs of Canadian families who want to be treated like more than just a number. Moraine Wealth is committed to delivering integrated planning to each and every one of our clients. Wealth management is more than just generating investment returns; it is taking the different aspects of your financial life and finding ways to have the greatest impact on

both your financial life and your quality of life. From taking into account the big picture that factors in how your investment portfolio is constructed, to taxes, estate planning and legacy, we can provide you with the clarity and confidence that everyone deserves.

Financial planning is personal. Your advice should be, too.At Moraine Wealth Advisory, we take the time to understand wh...
09/04/2026

Financial planning is personal. Your advice should be, too.

At Moraine Wealth Advisory, we take the time to understand what matters to you. Your goals, your priorities, your concerns, and the life you’re working toward.

Because building, protecting, and growing your wealth isn’t just about the numbers. It’s about having a plan designed around you.

Personalized advice. Collaborative planning. A clearer financial future.

Moraine Wealth | Financial Planning | Wealth Management | Wealth Advisory | Financial Advisor | Calgary Financial Advisor | Edmonton Financial Advisor

09/02/2026

At Moraine Wealth Advisory, you have a team behind you, bringing different areas of expertise, perspectives, and skill sets to your financial plan.

That means more eyes on the details, more thoughtful conversations around your options, and someone you can reach out to when questions come up.

Because financial planning isn’t only about the numbers. It’s about having the clarity, confidence, and support to make informed decisions about your future.

As Crystal shares, knowing you have multiple professionals looking at your financial plan and your unique circumstances can bring a tremendous amount of comfort. Your goals are personal. Your financial plan should be too, and you shouldn’t have to navigate it alone.

Learn more about comprehensive financial planning and wealth management with Moraine Wealth Advisory: https://morainewealth.com/

Financial Planning | Wealth Management | Financial Advisor | Financial Plan | Wealth Advisor Financial Confidence | Retirement Planning | Investment Planning | Edmonton Financial Advisor Calgary Financial Advisor

Financial planning can come with a lot of questions, and knowing where to start is often one of them.From what’s include...
08/31/2026

Financial planning can come with a lot of questions, and knowing where to start is often one of them.

From what’s included in a financial plan to how long the process takes, we’re answering some of the questions we hear most often about wealth advisory and financial planning.

Swipe through for the answers and a clearer look at how a comprehensive financial plan can help bring clarity and direction to your financial future.

Financial Planning | WealthManagement | Wealth Advisory | FinancialAdvisor | Investment Planning | Moraine Wealth

As a business owner, you are juggling a lot. And your finances are no exception.These are the questions every business o...
08/28/2026

As a business owner, you are juggling a lot. And your finances are no exception.

These are the questions every business owner should be asking and the answers that could change your financial future.

At Moraine, we recognize the unique financial situations and opportunities that come from owning and operating a business. Building a comprehensive financial plan tailored to your unique circumstances is the best way to navigate these challenges and secure your financial future.

Your business is unique. Your financial plan should be too.

Book your free discovery call: https://morainewealth.com/

Moraine Wealth Advisory | Business Owners | Financial Planning | Wealth Advisory | Fee Only | Calgary | Edmonton | Alberta Finance

If you are a business owner, this one is for you.RRSP or TFSA? It is one of the most common questions we get, and the an...
08/26/2026

If you are a business owner, this one is for you.

RRSP or TFSA? It is one of the most common questions we get, and the answer is not as straightforward as you might think.

As a business owner, the right choice depends on your income, your business structure, and your goals. What works for your neighbour may not work for you.

We break it all down in our latest blog post. Read the full article on our website: https://morainewealth.com/blog/rrsp-vs-tfsa-for-business-owners/

Moraine Wealth Advisory | Business Owners | Financial Planning | RRSP | TFSA | Wealth Advisory | Fee Only | Calgary | Edmonton | Alberta Finance

Running a business is complex. Your financial plan shouldn’t make it more complicated.At Moraine Wealth Advisory, we hel...
08/24/2026

Running a business is complex. Your financial plan shouldn’t make it more complicated.

At Moraine Wealth Advisory, we help business owners bring the full financial picture together from corporations and family trusts to tax strategy, compensation, succession, estate planning, and more.
Because your business, your goals, and your future are unique. Your financial plan should be too.

Book your free discovery call: https://morainewealth.com/clients/business-owners/

Moraine Wealth Advisory | Business Owners | Financial Planning | Wealth Management | Tax Planning | Succession Planning | Calgary | Edmonton

A comprehensive financial plan is a road map that is entirely unique to you.As a business owner, your financial plan nee...
08/21/2026

A comprehensive financial plan is a road map that is entirely unique to you.

As a business owner, your financial plan needs to cover more than just your investments. It needs to address all 7 areas of your financial life. Tax Planning. Estate Planning. Investments. Risk Management. Insurance. Debt. Retirement.

When all 7 work together, that is when you build lasting wealth and our team has helped many business owners achieve this!

Book your free discovery call today.
Learn more here: https://morainewealth.com/clients/business-owners/

Moraine Wealth Advisory | Business Owners | Financial Planning | Wealth Advisory | Fee Only | Calgary | Edmonton | Alberta Finance

08/19/2026

Crystal is taking the stage again, this time at The Wealth Summit in Calgary!

Join Crystal Kelly, CFP® CFDS™, Partner at Moraine Wealth Advisory, at The Wealth Summit by Gina Judge on November 14, 2026 at The Brownstone in Calgary.

It's a full day of inspiration, education, and connection for women who are ready to take control of their financial future. And we have a limited time discount code for you for 15% off tickets until August 31!

Discount Code: MORAINEWEALTH

Grab your tickets → https://www.themmg.ca/event-details/the-wealth-summit-by-gina-judge-calgary-yyc-2

Moraine Wealth Advisory | Crystal Kelly | Women and Wealth | The Wealth Summit | Calgary | Financial Planning | Speaking Event | Alberta

08/19/2026

Crystal is taking the stage again, this time at The Wealth Summit in Calgary!

Join Crystal Kelly, CFP® CFDS™, Partner at Moraine Wealth Advisory, at The Wealth Summit by Gina Judge by 𝗚𝗜𝗡𝗔 𝗝𝗨𝗗𝗚𝗘 - money coach on November 14, 2026 at The Brownstone in Calgary.

It’s a full day of inspiration, education, and connection for women who are ready to take control of their financial future. And we have a limited time discount code for you for 15% off tickets until August 31!

Discount Code: MORAINEWEALTH

Grab your tickets → link in bio.

Moraine Wealth Advisory | Crystal Kelly | Women and Wealth | The Wealth Summit | Calgary | Financial Planning | Speaking Event | Alberta

Two advisors. Two years of conversations. One shared vision. 👇Sean and Crystal didn't just decide to work together overn...
08/17/2026

Two advisors. Two years of conversations. One shared vision. 👇

Sean and Crystal didn't just decide to work together overnight. It started with a simple realization: their values were aligned, their vision for the future was the same, and their clients would be better served together.

In Crystal's words: "Every conversation Sean and I had, we just agreed. The values were there."

And in Sean's: "Why aren't we doing this together? It'd be a lot more fun." The result is Moraine Wealth Advisory. A team built on shared values, creative collaboration, and a genuine commitment to going above and beyond for every client.

Learn more about our story: https://morainewealth.com/our-team/

Moraine Wealth Advisory | Meet the Team | Financial Planning | Fee Only | Calgary | Edmonton | Wealth Advisory | Alberta Finance

Address

1920, 407 2 Street SW
Calgary, AB
T2P2Y3

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Telephone

+14035716020

Website

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