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.


The next generation of wealth.™

Protecting and enhancing what's most important to you.

Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your goals and expectations.

It's also about controlling what you can and protecting what you can't. And that's where we can help. Over the years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - live life. On their terms.

Our team works with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to maximize returns while minimizing tax and risk. As part of your Advisory team, we engage our in-house Tax & Estate Planning professionals who will develop a holistic Wealth Plan for you to address any estate, tax, philanthropy, insurance and business and farm succession needs you and your family may have.

Our promise is to strive for excellence and to continue earning your trust.

Please contact us to learn how we can help protect and enhance what's most important to you.

 


Tips for young families:

Use RESPs to save for children’s education

Investment income earned within an RESP is tax-deferred, and since future withdrawals for education are taxable to the child, this means a lower tax bill for the family overall.

Help your spouse maximize their TFSA

Ordinarily gifts between spouses for investment purposes are subject to complex tax attribution rules; however, spouses can gift funds to each other that are then contributed to their TFSA.

Spousal RRSP contributions

A higher income individual can make tax-deductible RRSP contributions for the benefit of their lower income spouse, so that future withdrawals can be taxable at the spouse’s lower rate.

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Tax & Estate Planning
Strategies 

 

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

August 2019
Let’s talk about philanthropy
Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

15 October 2019
Which way will the loonie fly this winter?
View article

30 September 2019
Decision making under uncertainty
View article

 

October 2019
Investor strategy: Choppy
View article

Daily market commentary - The Launch Pad

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