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George Rogers
Patrick C. Forrest

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

We are committed to helping institutions throughout the Province of Alberta enhance their returns through investment vehicles that meet the requirements of both the Trustee Act and the Municipal Government Act of Alberta.  Utilizing BMO Capital Markets’ industry leading investment, economic, and fixed income research, we are able to select specific investments from the Canadian Fixed Income marketplace, providing exceptional security and return on assets for our clients.


Our Clients

Our clients include government institutions, charitable organizations, co-operatives, corporations, and union locals.  At the heart of our success lies the relationship that we hold with our clients and we are honoured that these many institutions have entrusted us as their advisors. It is important that we thank them for their loyalty, and it is this loyalty that we are determined to retain well into the future.