Clients are the centre of our business!

Honesty and Integrity are the core of every relationship with clients. We are privileged to be able to work with you to provide unbiased advice and Wealth Management. We come to the table with customized solutions to protect and enhance your wealth.

We are proud to be part of a team working together for close to 20 years with each team member having greater than 20 years of industry experience.

Through us you will have access to comprehensive Wealth Management and strategic capital market solutions, superior research and an innovative technology platform, which tailors investments to our clients' unique needs.

To learn more, please call 780.409.7730.


Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

17 December 2018
Is this a repeat of 1998?
View article

12 December 2018
Whatever you do, don't look now
View article