Conscious Wealth logo

Conscious Wealth

Naheed Gilani, CFA

CFA

Calgary, AB · Virtual across Canada Advice-only, commission-free
Flat-feeSubscriptionAdvice-onlyVisit website

Pricing

What they charge

Fees for this firm aren't listed here. Contact the planner directly for current pricing.

Fee model

Flat-fee, Subscription

Client minimum

Not stated

Coverage

Calgary, AB · Virtual across Canada

Verified

June 2026

Why advice-only

Fees that don't grow with your savings

Year 1Year 10
1% of assets starts near $5,000 a year and climbs as savings grow
Advice-only stays a flat fee for the work

Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →

What you pay Conscious Wealth

Flat-feeSubscription

Paid directly by you, for the advice and the plan.

What you never pay

  • Product commissions
  • A percentage of your portfolio
  • Trailing fees on funds
  • Sales loads or exit charges

Specialty

Areas of focus

Socially Responsible / ethical investing

What's included

Services

Flat-fee/conflict-free advice & coaching, portfolio inspections, 1-to-1 coaching, one-off advice, advisor audits; ongoing monthly/quarterly review; client implements, no products sold

Work with Conscious Wealth

Advice-only and commission-free, CFA

Independently listed in our fee-only directory. Last checked June 2026.

Visit website

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