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You are unique. 
Why would your investment strategy look like everyone else's?

CUSTOMIZED FINANCIAL SOLUTIONS TO MEET YOUR INVESTMENT GOALS

 

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Welcome

At MSB Wealth Advisory, we spend our time growing and protecting your financial well-being so you can spend more time enjoying what matters to you most.

 

You want financial security and peace of mind in every stage of your life. And that is especially true in retirement.

 

To reach that goal, you need quality financial planning advice and portfolio management through a comprehensive, customized investment strategy.

 

Our clients:
  • Are focused on family, health and success in both their career and business
  • Include business owners, professionals and senior leaders of organizations
  • Value advanced planning that is customized to their unique circumstances

 

It comes down to trust and confidence.

 

We understand trust is earned and work hard to deserve yours everyday.  Many of our clients have trusted us for years and they have played an integral part in building our community.  They know their MSB Wealth investment advisor has the knowledge, the expertise and will always act in their best interest.

 

What our clients say:

In the 2024 client survey conducted by BMO Private Wealth, our scores are among the highest within the company for client satisfaction.

 

The key to exceptional wealth management is good communication.

 

We pride ourselves in - and our clients tell us that it’s one of our key advantages - providing regular communications and timely updates. They can feel confident they’re on track to meet their financial goals, allowing them to focus on what makes them effective and successful.

 

Are your current financial investing needs being met?


Contact us to discover how we can exceed your expectations.

Recent Blog Posts

Analyst Series: Ben Pham, Energy Infrastructure, BMO Capital Markets

Jun 26, 2026

Geopolitical tensions are once again reshaping global energy markets. In this conversation with Ben Pham, CFA, we explore how disruptions to critical trade routes are influencing energy flows, pricing, and long-term infrastructure investment....

Read more

Market Outlook - May 2026

Jun 11, 2026

Our outlook on the markets from our May 2026 market commentary...

Read more

Events

There are no events to show

Estate Planning Considerations Online - June 11 2026

Event date and time from Jun 11, 2026 11:00 AM Mountain Daylight Time to Jun 11, 2026 12:30 PM Mountain Daylight TimeJun 11, 2026 11:00 AM Mountain Daylight Time - Jun 11, 2026 12:30 PM Mountain Daylight Time

Event location

Join us for our upcoming morning online estate planning session designed to help you protect your legacy and plan with confidence. Presented by our partner, Shawna Albornoz of BMO Trust Company, this well‑attended session covers key considerations many families face and offers practical insight to support your planning.

This session is offered as one of two online options—please note there is no replay available.

RSVP

Estate Planning Considerations Online - June 10 2026

Event date and time from Jun 10, 2026 07:00 PM Mountain Daylight Time to Jun 10, 2026 08:30 PM Mountain Daylight TimeJun 10, 2026 07:00 PM Mountain Daylight Time - Jun 10, 2026 08:30 PM Mountain Daylight Time

Event location

Join us for our upcoming evening online estate planning session designed to help you protect your legacy and plan with confidence. Presented by our partner, Shawna Albornoz of BMO Trust Company, this well‑attended session covers key considerations many families face and offers practical insight to support your planning.

This session is offered as one of two online options—please note there is no replay available.

RSVP

Estate Planning Considerations

Event date and time from Oct 08, 2025 04:00 PM Mountain Daylight Time to Oct 08, 2025 06:00 PM Mountain Daylight TimeOct 08, 2025 04:00 PM Mountain Daylight Time - Oct 08, 2025 06:00 PM Mountain Daylight Time

Event location Best Western Plus Okotoks 100 Southbank Road , Okotoks, ABBest Western Plus Okotoks 100 Southbank Road , Okotoks, AB

Join us, along with our BMO partner Shawna Albornoz, VP Trust Services to gain valuable knowledge and insights with estate planning.  Estate planning is a vital step in protecting your legacy, and we’ve found this presentation to be one of the most valuable resources. The presentation will be offered in person in Okotoks and online via Microsoft Teams.

To RSVP to the in person event, please click the RSVP button below.

To registered for the webinar, click here.

RSVP

The Future is Now: Investing in a Brighter Tomorrow - Webinar

Event date and time from Sep 24, 2025 06:00 PM Mountain Daylight Time to Sep 24, 2025 07:00 PM Mountain Daylight TimeSep 24, 2025 06:00 PM Mountain Daylight Time - Sep 24, 2025 07:00 PM Mountain Daylight Time

Event location Microsoft Teams , Online, From AnywhereMicrosoft Teams , Online, From Anywhere

Join us to learn more about the rapid pace of innovation, how new markets can create abundant opportunities, innovations in artificial intelligence, genomics and robotics that can improve our everyday lives,  and exciting investment opportunities we are seeing across sectors.   
We welcome our guest speaker Jennifer Louth from the Franklin Templeton Learning Academy.

This webinar is open to everyone but especially designed for young professionals.  We encourage you to invite your children and grandchildren to join.

RSVP

OFFICE HOURS


Monday - Thursday 
7:30am - 4:00pm
Friday  
7:30am - 3:30pm