LRS Private Wealth Management is a premier choice for those seeking the best financial advisors in Calgary. Our team, led by a Certified Financial Planner, delivers elite private wealth management and bespoke wealth management strategies tailored for high-net-worth individuals. As one of the region's leading investment firms, we provide a dedicated investment advisor to oversee your portfolio. From comprehensive retirement planning to complex estate planning, our expert financial advisor team ensures a secure future. Connect with a trusted financial planner today for sophisticated, results-driven financial guidance.
In today’s economic landscape, it is important to set ourselves apart from others in the industry.
At LRS Private Wealth Management Inc. we help guide high net worth clients through the more sophisticated strategies used to build and protect wealth.
We have great passion for working with professionals and businesses to help provide a more certain future. Our goal is to challenge the traditional ways of building affluence, and to help educate and push clients to maximize their potential.
Luca started his career working at an industry leading financial institution in Fredericton, New Brunswick. As one of the youngest advisors in the Country, Luca was able to quickly build his client base due to his unique approach, and his ability to deliver his message in an entertaining and engaging way.
In 2009 Luca moved to Calgary. Working alongside and being mentored by one of the number one portfolio managers in the country, he began working heavily in corporate finance and dealing with clients in the oil and gas industry, as well as professionals, and businesses. In 2013, Luca started his own practice, LRS Private Wealth Management Inc. Instead of focusing on volume like so many of the banks and institutions do, this allowed him to tailor his business to be more client centric and have a more hands on approach.
Whether innovation in health care, technology or business, the first steps in any advances have started with a vision. More importantly, they have started with a plan. At LRS Private Wealth Management Inc., we believe that it isn’t enough to just have a vision of where you want to go, but that you need a road map of how you are going to get there.
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LRS Private Wealth Management Inc
Calgary-
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Opening Hours
| Monday | 5:00 pm - 5:00 pm |
|---|---|
| Tuesday | 7:30 am - 5:00 pm |
| Wednesday | 7:30 am - 5:00 pm |
| Thursday | 7:30 am - 5:00 pm |
| Friday | 7:30 am - 5:00 pm |
| Saturday | Closed |
| Sunday | Closed |
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