Who We Work With

We work with a wide range of clients, individuals and families, those who are just starting out in the investment process and those who have worked for years and are now thinking about retirement.

We do this by developing tailored independent financial strategies aimed at wealth accumulation, tax efficient income and ultimately retirement planning. The approach we take is to focus on you as an individual, with unique needs. It starts with getting to know you and your family to understand those unique goals.

Only then do we develop customized investment plans that may include a wide range of financial products. We utilize a mixture of mutual funds, ETFs, stocks and bonds. These products can be used in both non-registered and registered accounts such as RRSPs, LIRAs, LIFs, RRIFs, RESPs and TFSAs.

Our practice is located in the Fort McMurray area; however, we work with families throughout Alberta and almost every province in Canada.


Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger