Roxana Rodriguez's Contact Details

Roxana Rodriguez's Company Details

Alexandria Wealth Management Group / Assante Wealth Management

Calgary, AB, CA • 10 - 19 Employees
Financial Services

Alexandria Wealth Management came together in 2003 after the core people realized they shared many of the same values and had the same "people first" focus in their businesses. It's that depth of commitment to their clients that drives everything they do. The fact is, most of their clients come looking for advice on a wide range of life decisions - including buying a car, selling a company, mortgages, tax mitigation, estate planning and how to finance their child's education. The Alexandria team is happy to help in all aspects of their client's financial life.We simplify your life by meeting all of your wealth management needs in one place to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.