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Lisa Miller
Craig Tozer
Katie Battison

Address
888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5
Map

Our Services




We Build Personalized & Comprehensive Financial Plans - This includes:
  • A personal written financial plan - clearly showing you your funded ratio
  • Our Client Service Commitment
  • Recommendations addressing investment needs, estate issues, tax efficiency, education planning, and risk management
Portfolio Management:
  • We provide fee-for-service portfolio management where clients are involved in the regular decision making
Retirement Planning:
  • We will work with you to create a retirement budget
  • We will help you to make the most of your retirement
  • We will help you sell your business or help you understand your options when leaving your company
Will & Estate Planning:
  • We will help you create your estate plans by working through a comprehensive Estate Planning process
  • We will work with your lawyers (or introduce you to lawyers) who will create a structure for your wishes to be realized
  • We will help you determine the best executor to administer your estate
  • We will regularly review your estate plans to ensure your wishes will be met
Insurance Planning:
  • We will work closely with you and our team of insurance specialists to determine your insurance needs
  • We will then review your existing insurance
  • We then provide prudent recommendations that will ensure you are properly insured
  • We will regularly review your insurance to determine if it still fits your need
We Will Meet with You Regularly to Review:
  • Your Personal Financial Vision
  • Our Service Commitment
  • Key Recommendations from Your Financial Plan
  • Your allocation of Cash, Fixed Income and Equities to ensure they are meeting your needs and goals
Detailed Reporting via Quarterly Statements:
  • Simple and concise reports
  • Asset Allocation
  • Performance
  • Listing of Securities
Philantrophy:
  • Determine how to donate now and through your estate
  • Charitable giving - in-kind
  • Set-up a charitable trust - for continued giving
Coordinate services with your other professionals:
  • We will help you be prepared to meet with your accountant, lawyer, banker, general insurance broker and your other financial professionals
  • We are also happy to introduce you to our most trusted circle of professionals that many of our clients already use
Please Contact Us Today To Learn More About How We Can Help You