Telephone: (403) 244-7400
323 - 11th Avenue North East
Calgary, Alberta T2E 0Z2
We like the stability provided by Reagan and the Networth Team. Over the years a great relationship has been created because of the level of knowledge, comfort and sense of humour that is present in our meetings together. We feel very comfortable being served by Networth Management.
- D & L Phillips
Clients since 1996
We choose to work with Reagan and Networth because they are professional, thorough, and approachable. If we have an idea they give good knowledgeable advice around the reasons it is good for us or not. It is refreshing to deal with an organization that is honest, genuine, and has integrity. We never feel pressured as Reagan listens well before providing any advice.
- John & Michelle Bergen
We have been benefiting from Networth’s guidance since 1996. We like that the service we receive is focused on more than just the amount of money that we have to invest. They helped us to understand and define the values that are important to us, and from these values identified the financial requirements required for us to sustain a life-style in retirement that aligns with the values. Once the financial requirements were known the right investment approach was then developed.
In our regular progress meetings we review how we are progressing towards our financial target, discuss if any of our values or goals have changed, review any changes in our lives that may impact our goal, and then together we discuss if any changes should be made to our investment approach.
- Mark & Gladys Verhelst