Home Legal & Financial Drayton Valley Marion Kaluza - BMO Financial Planner
Legal & Financial · Drayton Valley

Marion Kaluza - BMO Financial Planner

Marion Kaluza is a BMO Financial Planner offering financial planning and investment services through BMO's advisor network.

Best for Tax & Financial Planning 📍 Serving Drayton Valley
Why ABSeniors highlights this provider
  • Emphasis on tax & financial planning
Free to contact. No pressure, no obligation.
Provider overview

Strong fit for tax & financial planning.

Marion Kaluza is a BMO Financial Planner offering financial planning and investment services through BMO's advisor network.

Rating
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Reviews
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Listed
Drayton Valley
Area
Drayton Valley
Company snapshot
Provider typeLegal & Financial
ServingDrayton Valley
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ABSeniors Confidence Score
2.4/10
No reviews yet
Recent reviews
Website reviewed
Physical office
Funding info (CDHCI)

Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.

Care focus & strengths

What they're known for.

Care specialties
Tax & Financial Planning

Summarized from the provider's own website. Verify specifics when you contact them.

What happens next

A calmer first step.

1

Brief phone conversation

Share what is happening, who needs care, and whether the need is urgent or exploratory.

2

Care needs and schedule review

Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.

3

Caregiver matching

The team looks for fit based on care level, personality, language preferences, and comfort.

4

Start small, adjust as needed

Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.

Location and service area

Serving Drayton Valley families.

Office
5109 50 St, Drayton Valley, AB T7A 1R9, Canada
Drayton Valley, AB
Primary area
Drayton Valley
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Based on Google review counts and ABSeniors data for legal & financial in Drayton Valley. Verify current details with each provider.

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