About MPW

About Montilla Private Wealth

Founded by Frederick Montilla, Montilla Private Wealth is a prestigious, holistic, and fiduciary- focused wealth management practice.

OUR MISSION

To utilize the strength of our team to thoroughly examine, evaluate, and guide our clients’ personal and corporate financial well-being to create wealth that endures.

OUR FOCUS

To build wealth, protect our clients’ lifestyle, and create a legacy that can be passed on to future generations.

OUR VALUE

Commitment to a paradigm shift in our clients’ understanding of how true wealth is built and grown. We work to better our clients’ future.

We See Things That Others Miss

While the term Wealth Management is bantered around, few can truly define it. Retail investors continue to believe that they are taking full advantage of investment and tax options while they are barely scratching the surface. Our success comes from a commitment to developing a paradigm shift in our clients’ understanding of how true wealth is built and grown to endure through multiple generations.

Fred has developed and continues to evolve a structured system to simplify the complexity of wealth management, effectively guiding our clients in developing holistic and customized solutions on their financial future. From back-tested portfolio construction, pension-style asset management, to tax and trust solutions, we owe it to our clients and to ourselves to dig deeper.

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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Get In Touch

Contact Details

If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.

Suite 2100 – The Ampersand, West Tower, 144-4th Ave. S.W, Calgary, AB   T2P 3N4
calgary@harbourfrontwealth.com

For general information purposes only.

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