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104 – 13th Street South, Plaza 1 Professional Suites, #270, Lethbridge AB T1H 2R4
(403) 320-5000
rob@keystoneprivatewealth.ca
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About Keystone Private Wealth
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Our Information
Address
104 – 13th Street South
Plaza 1 Professional Suites, #270
Lethbridge, AB
T1H 2R4
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Phone
(403) 320-5000
Email
rob@keystoneprivatewealth.ca
Hours
Monday - Friday:
8:30AM - 12:00PM
1:00PM - 4:30PM
How Can We Help You?
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Frequently asked questions
Isn't hiring a financial advisor too expensive?
Although many assume that hiring a financial advisor is too expensive, the benefits often outweigh the costs. In fact, research shows that clients are 69% wealthier* when they work with an advisor.
*Clients who had a financial advisor for at least four years saw a 69% increase in value of investment assets, compared to those who did not have a financial advisor. Source: The Gamma Factor and the Value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016
What happens if I find out you're not a good fit?
At Keystone Private Wealth, our goal is to help people. We offer a no cost, no obligation second opinion service to do just that. If we discover you are doing everything right to achieve your financial goals, you win! If we discover any areas of your financial plan that we can improve on, you win!
The Path To Peace Of Mind Starts Here