About Colin Gurlitz

We understand the importance of consistently putting our clients first. We believe that a strong and confident advisor-client relationship will pave the way for a financial future that goes above and beyond your greatest expectations.

Our approach for helping our clients achieve their financial goals is to uncover specific needs, both short- and long-term, and match them to an appropriate investment solution. To accomplish this, we take a holistic approach and look at all aspects of your financial situation. We then use a team approach, bringing the right professionals together to ensure successful outcomes.

Our primary focus is on retirement income planning, with the understanding that financing your future may now seem more daunting than ever. The current lack of guaranteed pensions and low interest rates mean our clients require options for attaining and sustaining retirement. Your time is valuable, and we want to take on the responsibility of managing your finances so that you can enjoy your life, before and during retirement. We only take on as much risk as necessary to meet your financial goals and we are committed to managing your finances throughout every stage of life.

Colin brings over 15 years of experience as an Investment Advisor. He specializes in creating personalized solutions to help his clients meet their financial goals. Kathy Livingstone is the Business Development Specialist. Kathy’s experience in Financial Services spans over 20 years, where her ability to develop relationships with clients and anticipate their needs have made her a sought-after resource in the Edmonton area.

Our priority is, first and foremost, our relationships with our clients. We believe in ensuring that our clients feel confident and secure that their short- and long-term financial goals are being met.