There's Wealth in Our Approach

At Desai Wealth Management, we believe that wealth management is about your goals and your peace of mind. 

 

 
Desai Wealth Management can help you with:
  1. Streamlining complicated finances
  2. Reducing taxes in retirement
  3. Creating and maintaining a plan for income in retirement
  4. Understanding your investments
 

Samir Desai, CIM

Senior Portfolio Manager & Investment Advisor

Phone Number403-216-4797
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Our Team

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Recent Blog Posts

Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Women and wealth: The future is female

Although inroads have been made, women still experience a significant gender wage gap across the world.