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.

February 2019
Income splitting strategies to meet your needs
Maximize your tax return this year with income splitting tips for young families, individuals age 65 and older, and shareholders of private corporations.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

19 February 2019
Two canaries
View article

11 February 2019
The trend is your friend
View article