An elevated advisory experience
We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-calibre institutions. Our personal approach and robust capabilities enable us to create customized investment solutions and deliver a superior standard of service with every investment solution we present. Whether managing your personal wealth or assisting you in elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help drive you toward success.
Services we offer
Estate Planning & Strategic Charitable Giving
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Sustainable Investing
Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Whether implemented through socially responsible investing (SRI) screening, ESG integration or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.
News & resources
![Fixed Income Options for Portfolios (Ep 99)](/-/media/rj/dotcom-canada/images/commentary-and-insights/markets-and-investing/99-1110x360.jpg)
Fixed Income Options for Portfolios (Ep 99)
![5 Reasons Why Financial Planning Is Key to Reaching Your Goals](/-/media/rj/dotcom-canada/images/commentary-and-insights/lifestyle-life-events-and-technology/5-reasons-1110x360.jpg)
5 Reasons Why Financial Planning Is Key to Reaching Your Goals
![The Advantaged Investor: Summer Financial Planning Tips (Ep 98)](/-/media/rj/dotcom-canada/images/commentary-and-insights/podcasts/98-1110x360.jpg)
The Advantaged Investor: Summer Financial Planning Tips (Ep 98)
![The Advantaged Investor: Talking Quantitative/Technical Analysis (Ep 97)](/-/media/rj/dotcom-canada/images/commentary-and-insights/podcasts/97-1110x360.jpg)
The Advantaged Investor: Talking Quantitative/Technical Analysis (Ep 97)
![The Advantaged Investor: Teaching Kids about Money (Ep 96)](/-/media/rj/dotcom-canada/images/commentary-and-insights/podcasts/96-1110x360.jpg)
The Advantaged Investor: Teaching Kids about Money (Ep 96)
![Insights and Strategies](/-/media/rj/dotcom-canada/images/commentary-and-insights/markets-and-investing/globe-1110x360.jpg)
Insights and Strategies
![Insurance solutions to help build and protect your wealth](/-/media/rj/dotcom-canada/images/commentary-and-insights/retirement-and-estate-planning/let-your-plan-guide-investing-decisions-1110x360.jpg)
Insurance solutions to help build and protect your wealth
![Financial Planning Myths](/-/media/rj/dotcom-canada/images/commentary-and-insights/podcasts/podcast-trusts-1110x360.jpg)
Financial Planning Myths
An elevated advisory experience
- Tom Plunkett
- 525 8th Ave SW Ste 4100 Calgary, AB T2P 1G1
- T 403.221.0356
- F 403.221.0350
- Map & Directions
- Map & Directions
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