Build Wealth. Protect your Lifestyle. Create a Legacy.
We utilize the strength of our team, with over 14 years of experience, to thoroughly examine, evaluate, guide and maintain our client’s personal and corporate financial well-being to achieve true wealth. We expertly navigate and advise on the six disciplines of our practice: Taxation Planning, Retirement Planning, Estate Planning, Investment Planning, Risk Management Planning and Cash Flow.
As the preferred Advisors to the wealthy, our goal is to make the financial strategies and best practices of the truly wealthy accessible to all Calgarians. We believe that all families and business owners deserve to know and use the techniques to ensure their own wealth.
Founded by Frederick Montilla in 2003, Montilla Wealth Management is a prestigious, holistic & fiduciary focused wealth management practice.
This level of prestige comes from years of commitment to a paradigm shift in our understanding of how true wealth is earned and kept. Fred has developed a structured system to explain concepts in such a way that our clients can clearly understand how to rethink financial knowledge that they had held true for most of their lives. This paradigm shift is crucial for the average Canadian to transform beyond Rich and into Wealthy. Fred and his team understand this and work closely with clients to ensure their understanding, outline their options and guide them through the process. Our team approach means that we have experts in every financial discipline, our systematic and scientific approach to those financial disciplines ensures your success.
The team at Montilla Wealth Management are fueled by a deep desire to positively impact as many people as possible and armed with their proven methods and concepts to create the paradigm shift.
Fred is an accomplished Tax Strategist, Investment Advisor and is also Insurance Licensed. As the founder, leader and visionary of Montilla Wealth Management, Fred is passionate about making elite financial strategies accessible to everyone.
Fred’s story is one that resonates and inspires all who hears it. In 2002, he was working as a Pizza Delivery boy in Montreal when he was introduced to join a financial services industry. Deciding to bet on himself, he committed to working as hard and often as needed to be successful. He took several financial courses, licenses and certifications available to him including the Elderly Planning Course (EPC), Canadian Securities Course (CSC) and The Conduct and Practices Handbook (CPH); expanded his knowledge, grew his understanding and developed his own concepts. He was quickly recognized as one of the fastest up and coming Financial Professionals in the organization. When Fred moved to Calgary in 2007, his practice took off, his entrepreneurial motivations, hard-working attitude and out-of-the-box thinking fit nicely with the Calgary Spirit.
At his previous dealer, Fred and his team have been the recipients of numerous accolades through years of dedicated practice, including:
• Most Referred Consultant, 2008, 2009
• Highest Retained Clients Asset Base, 2013
• Greatest Year-Over-Year Growth in Client Assets, 2012, 2013, 2014, 2015
• President’s Club Awardee 2013, 2014
• Highest External Assets Gathered 2013, 2014, 2015
• Highest Risk Management Leader 2012, 2013, 2014, 2015
• Member of the Million Dollar Round Table
Fred has grown his practice from just himself, investing all of his time, energy and money back into his business. Today, Fred leads a prestige multi-million dollar practice with 2 equally dedicated professionals, has gained the trust of hundreds of families in Canada who entrust him with tens of millions of dollars and invests his time and money back into his community and in the Philippines where he adopted 62 under-privileged children and sponsored the building of a new children’s hospital.
What is perhaps most admirable about Fred is his continued humility through all of his success. When asked, he attributes his wealth to aligning himself with great people and always making business decisions that support his personal beliefs. To Fred, that means that his wealth will be acquired by being kind hearted and open minded, first and foremost.