RT Mosaic Wealth Management Ltd.
RT Mosaic Wealth Management Ltd is a registered portfolio management firm that takes pride in our client-focused approach. At RT Mosaic, we believe in offering a unique service, specifically tailored to individual needs. Unlike many other wealth management firms, we do not sell any investment products. This structure enables us to align our interests with yours, allowing us to focus on what really matters - crafting a plan to achieve your goals.
RT Mosaic Wealth Management Ltd is a registered portfolio management firm that takes pride in our client-focused approach. At RT Mosaic, we believe in offering a unique service, specifically tailored to individual needs. Unlike many other wealth management firms, we do not sell any investment products. This structure enables us to align our interests with yours, allowing us to focus on what really matters - crafting a plan to achieve your goals. RT Mosaic started as a result of an in-depth analysis of the current wealth management industry, along with its practices. The existing financial framework has many conflicting points of interest, particularly in how fees are being charged, along with the product-focused sales approach. Many individuals are challenged to understand their own financial situation, and frustrated that their net worth is not being considered in their overall financial plan. At RT Mosaic, we are changing how our clients think about their financial position, while recognizing that each individual has a unique situation, along with distinct personal and financial goals. Our net worth approach allows us to manage your complete net worth picture. At RT Mosaic, we work to establish a long-term relationship with each of our clients, while engaging them in the financial planning process. This ensures that all of your goals are met, whether saving for retirement, buying a recreational property, or investing in your child’s education. The average financial advisor takes on hundreds, and in some cases, thousands of clients. RT Mosaic has a select client base, as this guarantees that our clients receive one on one, personalized service, ensuring that all of their financial affairs are thoroughly looked after in a prompt, timely manner. Along with receiving comprehensive net worth financial planning, you will also find that our fees are considerably lower than the market average.
Address: 200, 604 1st Street SW, Calgary, AB T2P 1M7, Canada
Phone: +1 403 457 3283
FAX: +1 403 457 3287
