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Allan McDougall
Stacy Bellegarde, B.A., CIM
Colleen McCashin

Address
2103-11th Ave.
Suite 1171
Regina, SK
S4P 3Z8

Turning Complexity to Clarity
Managing your wealth can be challenging; the world today is volatile, uncertain, complex, and ambiguous. We help you cut through the noise by understanding your unique situation, creating a vision for your future, and putting a plan into action with focus, intention, and agility.

Disciplined, Conservative and Individual Portfolio Management
We offer the expert advice, personalized solutions, and outstanding level of customer service you need to protect your capital, enhance its value, and meet your financial goals. By working with you to minimize your taxes, fees, and risk levels, we help you maximize your investment returns.

Why Do Business With Us?
You will have the comfort in knowing that:
  • You will be dealing with a high-quality team, and an organization that fully supports all of your wealth management needs.

  • We do absolutely everything with you in mind first and foremost.

  • If something should happen to you, your family’s and/or business’ finances will be in good hands.
The best thing you can do for you, your family, and your business is to work with highly-qualified advisors that you can trust to always do what is absolutely right for you.

Visit the Our Services page to find out more about the specific solutions we provide.