Wiest Insurance & Investment Management
We have strong Southern Alberta roots.
About Wiest Insurance & Investment Management
An independent brokerage firm, serving Lethbridge and Southern Alberta for more than two decades. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.
About Clayton Wiest
Clayton has strong roots in the southern Alberta area, having been raised on a farm outside of Enchant by Rick and Dalyce Wiest.
After graduating high school in Vauxhall, he began studies at the University of Lethbridge, where he completed his Economics Degree with many educational scholarships for achievement.
Clayton has been licensed and working in the industry since 2004, specializing in agricultural, high net worth professionals and small business owners, and has hosted many seminars and composed articles on tax, estate and succession planning. Clayton also works in the family market, helping them build their retirement assets and investments while showing how to mitigate their risks by using the proper insurance strategies.
Clayton is also a member of the professional group, Advocis.
With more than 12,000 members organized in 43 chapters across Canada, Advocis members serve the financial interests of millions of Canadians.
As a voluntary organization, Advocis is committed to professionalism among financial advisors. Our members are professional financial advisors who adhere to an established professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs, and maintain appropriate levels of professional liability insurance and are committed to putting their clients' interests first.
Advocis members are experts who can provide a full range of financial services including estate and retirement planning, wealth management, risk management and tax planning.
Tracy Campbell - Personal Assistant
Tracy is proud to call Southern Alberta her home as a born and raised Calgarian. The family adventure continued with their move to Lethbridge in 2010 with 2 of their 3 children, the welcoming of 2 beautiful granddaughters and her Mother settling in to make their home complete.
With her strong administrative background of over 35 years she has been an integral part of the WIIM community since 2011 starting her career in the financial services industry after many years working with the real estate association.
Tracy has never shied away from updating herself in her profession, taking many different educational courses over the years. The value of education and keeping apprised of changes in the industry are important in her role as Assistant.
She enjoys the outdoors with many happy hours spent travelling with family, getting her hands dirty
taking care of houseplants or just taking a walk with her husband Don.
Insurance Planning
Investment Planning
Agriculture
Corporate & Small Business
Insurance Planning
As an Independent financial advisor, my team will provide services tailored to each client’s needs and objectives. Proper planning now can help reduce emotional and financial stress when the need for insurance arises. Adequate insurance for life and long-term care is essential, and careful planning is crucial to nearly any financial goal. Having insurance coverage in place is invaluable, allowing you to focus on what matters most and not worrying about finances.
Investment Planning
Because Wiest Insurance and Investment Management is an independent firm, we are empowered to deliver unbiased advice and are not restricted to certain investments or proprietary products – solutions are customized to meet your needs and investment objectives.
Allow us to help navigate your retirement planning, tax, estate, philanthropic or business succession plans.
Agriculture
Agriculture continues to be one of, if not the most important industry in Alberta…yet we have seen drastic intergenerational changes. Being raised on a 4th generation crop and cattle farm in Southern Alberta, I have the ability to work with you in developing a financial plan that focuses on successfully transitioning your farm…whether that means succession planning or sale planning. If you are expanding, or have current debt that is insured through your bank or lending facility, allow Wiest Insurance and Investment Management the chance to shop out your insurance needs and bring back a cheaper and better solution!
Corporate & Small Business
You need professional advice and guidance that can help you develop the right plan for your future and the future of your business. Wiest Insurance and Investment Management will provide sophisticated planning solutions for your business including qualified retirement plans, succession planning, buy-sell agreements, risk management, nonqualified executive benefits, and employee benefits along with developing investment and savings accounts owned by your corporation to grow your retained surplus cash.
