Welcome to Wanner & Associates Private Wealth Management, serving the community of Fort McMurray, Alberta, as CERTIFIED FINANCIAL PLANNER® (CFP) professionals since 1998.
At Wanner & Associates, we are committed to empowering individuals, families, and businesses in Fort McMurray and beyond our province's borders with tailored financial solutions.
At Wanner & Associates, our approach is centred around you. We take the time to understand your unique financial goals, values, and aspirations, crafting a personalized plan to help you achieve them. Our process combines in-depth financial analysis, proactive tax and estate planning, and ongoing wealth management strategies to enhance and protect your retirement savings.
At Wanner & Associates, community involvement is at the heart of what we do. We proudly support Fort McMurray and its surrounding areas through meaningful contributions, partnerships, and volunteer efforts. From sponsoring local events to actively participating in initiatives that strengthen our community, we believe in giving back to the place we call home.
For Small Business Week, the Fort McMurray Chamber of Commerce visited Wanner & Associates. Discover how we are helping local and national clients create, preserve, and manage their wealth with a comprehensive approached to financial planning.
With an enhanced team-based approach that provides both local and national industry expertise, Wanner & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
I have known Brian in excess of 25 years and can speak to his integrity, hard work, and ethics. As a small business owner, the difficulty it takes to do financial planning and the knowledge required to invest successfully is simply too great. Brian and his team take the time and have the knowledge. They presented us with a written living plan that makes incredible sense. Our money is managed by institutional money managers who are among the best in the world. His team evaluated our complex situation and discussed each part with a plan on how to move forward during their presentation.
In their new 2026 market outlook, IG’s Investment Strategy Team share the key themes that they believe will dominate the investment landscape in the year ahead.
No matter where you are, what you’re doing, or what time of day, you’ll always be able to access and monitor your plan.
Let us help you unlock more value in your business.
