Three60 Wealth
A legal & financial in Calgary — personalized and holistic rather than transactional.
Care that adapts as needs change.
Entrepreneurs and business owners needing integrated financial and estate planning.
Expect scenario-based reviews that reveal gaps in existing wills and estate documents
personalized and holistic rather than transactional
What families look for first.
Who this may be right for.
Good fit for
- Entrepreneurs and business owners needing integrated financial and estate planning
- Retirement planning and estate structuring
- Couples planning long-term financial security together
Ask first if
- Team often connects clients with outside professionals such as accountants and legal advisors as part of the planning process
- In-home care
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Calgary families.
Calgary, AB
Questions families actually ask.
What does a financial review with Three60 Wealth typically include? +
Reviews cover clients' current financial position, future goals, estate planning, and identification of gaps in existing plans. The team uses scenario modelling to show how specific decisions affect an estate plan. Clients have reported coming away with clear action steps, including updating wills and finding new accountants.
Does Three60 Wealth work with business owners? +
Yes, multiple reviewers describe receiving support with business restructuring, company sale preparation, and integrating personal and corporate financial planning. The team has assisted entrepreneurs with wealth management, insurance, and keeping legal documentation current.
How long do clients typically work with Three60 Wealth? +
Several reviewers mention ongoing relationships spanning multiple years, with regular planning interactions rather than one-time consultations. This suggests the firm supports clients through evolving financial and life circumstances over the long term.
Can Three60 Wealth help with both estate planning and investment management? +
Based on reviewer experiences, the team takes a holistic approach that addresses personal wealth management, estate plans, insurance needs, and business planning together. Clients describe feeling secure in their investments while also having an updated estate and legal framework in place.
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