About RJ Mountain Wealth
Helping you build your wealth story, one chapter at a time
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Rocky mountain House, Alberta
- Founded
- 1987
- Company type
- Privately Held
At RJ Mountain Wealth, every client portfolio is viewed differently and uniquely. We structure our portfolios based on your particular needs and objectives. We factor in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions. When it comes to matching a client’s objectives with an investment portfolio, ‘one size fits all’ has no place at RJ Mountain Wealth. Ultimately, we build investment portfolios which make sense based on your specific goals, comfort level, and tax situation.
Specialties
- Estate Planning
- Financial Planning
- Portfolio Management
- Insurance Solutions
- Tax Planning
- Retirement Planning
- Investments
- Group Insurance
- Group Retirement Plan
- Pension Strategies
- Succession Planning
- Corporate Class
- Life Insurance
- Disability Insurance
- Financial Advice
- and Tax Free Savings
Company locations
5204 49TH STREET, Rocky mountain House, Alberta T4T1G7, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 41
- People linked to this company
- 1
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
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