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A modern approach to wealth generation.

Meet highly vetted and forward thinking money managers aligned with your goals and values.

We work with forward thinking wealth management firms that provide increased access to opportunities, a modern approach to diversification, and an elevated client experience.

Mosby Planning Insurance

Aligned.

Finding a money manager that is aligned with your values and expectations is a lot of work. We drill down and define your investing preferences, and match you with best fit investment firms for your needs.

Values.

Knowledge & Exposure.

Risk Tolerance.

Time Horizon

Flexible. 

Your investment style plays a significant role when selecting a money manager. We have hand-picked firms with varying investment philosophies to ensure that we provide a range of unbiased options for our clients.

Active
Management.

Passive
Management.

Discretionary
Management.

Mosby Planning Insurance
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Mosby Planning Insurance

Personal.

Now, more than ever, people want investment options that are representational of their core values and interests. We work with firms that have access to broader market opportunities, providing our clients with meaningful diversification.

Modern.

Firms that add private markets to our clients’ portfolios help boost returns, generate income, and hedge against market downturns. As specialists in diversified investment strategies, the firms we recommend better balance risk and reward by moving our clients away from the traditional 60/40 strategies of the past.

Mosby Planning Insurance
Mosby Planning Insurance
Mosby Planning Insurance
Mosby Planning Insurance
Mosby Planning Insurance
Mosby Planning Insurance

Your money should be focused on where you are going, not where you have been.

We work with you on your plan and progress, while allowing your money manager to focus on growing your investments. 

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Take every advantage.

At Mosby we believe everyone should have access to good quality, independent advice. That’s what we do, and that’s why we're here; to give people the knowledge and the confidence that they need to find their way forward.

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PROUDLY SERVING CALGARY AND SURROUNDING AREAS FOR OVER 40 YEARS

MOSBY - 610, 4838 Richard Rd. SW Calgary, AB, T3E6L1

Mosby and its affiliated entities, including Mosby Insurance Agencies Ltd., Mosby Group, Mosby Company, and Mosby, are committed to a client-first approach, focusing on the needs of individuals over institutions. We empower you to create your future through trust, collaboration, and unbiased professional advisory. Independence is not just the end goal; it is the process.

The information provided is based on current (2024) regulations, laws, and all additional rules applicable to Canadian residents and is accurate to the best of our knowledge as of the date of publication. This information is general in nature and should not be relied upon as a substitute for individual advice in any specific situation.

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