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Commitment to true unbiased wealth management

We utilize the strength of our team, with over 20 years of experience, to thoroughly examine, evaluate, guide and maintain our client’s personal and corporate financial well-being to achieve true wealth.

We expertly navigate and advise on the six disciplines of our practice: Taxation Planning, Retirement Planning, Estate Planning, Investment Planning, Risk Management Planning, and Cash Flow. As the preferred Advisors to the wealthy, our goal is to make the financial strategies and best practices of the truly wealthy accessible to all Calgarians.

We believe that all families and business owners deserve to know and use the techniques to ensure their own wealth.

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We’d love to hear from you. Click the button to contact us with any questions, concerns, or inquiries.

Why Our Clients Choose Us

Our level of prestige comes from years of commitment to a paradigm shift in our understanding of how true wealth is earned and kept. Montilla Private Wealth has developed a structured system to explain concepts in such a way that our clients can clearly understand how to rethink financial knowledge that they had held true for most of their lives.

Expectations

We pride ourselves on going above and beyond your expectations.

Team

Our staff is friendly and always ensures a welcoming, professional experience.

Communication

Continued communications and continuous investment updates.

Approach

We have a holistic approach to Wealth Management.

Knowledge

Extremely knowledgeable in finance and well versed in personal and corporate taxation.

We Deliver

We take our clients expectations very seriously. We deliver what we promise, plain and simple.

Our Services

The only proven asset management philosophy is the one that takes emotion out of the…
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Planning fo retirement isn’t just about contributing to your RRSP or group pension plan. It’s…
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We take a common sense approach to reducing your taxes but not at the expense…
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We pride ourselves on being able to offer our clients a wide range of investment…
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Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for…
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Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or…
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Frederick Montilla <small>EPC</small>
Investment Advisor

Frederick Montilla EPC

1.866.424.2492
Christine Matic
Executive Assistant

Christine Matic

1.587.393.2491

Our Offices

Business hours
Mon-Fri: 8:30am – 4:30pm
Business hours
Mon-Fri: 8:00am – 5:00pm