A senior couple enjoys playing with their grandson with the background of Calgary’s Peace Bridge and skyline. A soft global image lays over top to create a sense of global connectedness

Clients are at the heart of everything we do

Through personalized investment strategies, ongoing transparent communication and a human approach, our entire team is dedicated to going beyond the numbers to provide you with peace of mind.

How can we help make your world better?

Client Care

We're committed to exceeding your expectations in providing you proactive service and care with ongoing transparent communication.

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Investment Philosophy & Process

Cutting through the biases of the market, we concentrate on independent research and a disciplined process.

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Investment Strategies

We build individualized strategies from a spectrum of global solutions driven by fundamental analysis.

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Our Blog

Timely and relevant reads on wealth management topics, our investment approach, and company updates.
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Cover your assets with a trusted contact person
Have you designated a Trusted Contact Person? In situations like where your advisor suspects you may be a victim of cybercrime or has reason to believe an aging-related health issue may be impacting your decision-making ability, this added layer of security can be a benefit to your financial well being.
Q1 2022 Investment Commentary
Going into 2022, many observers (including us) had a positive view on the economy and markets in general. This was predicated on a receding pandemic – which appears to be playing out. On today’s economic horizon, a different view emerges.