We’re a dedicated and strategic advisory team driven by one simple, yet powerful principle: always do what is best for our clients


With empathy, keen insight, deep experience, and leading credentials, we build comprehensive, tailored solutions that help our clients enhance their wealth, simplify financial complexities, and achieve the outcomes they envision for themselves and their businesses.


We advise affluent individuals, families, family enterprises, and large family offices in Calgary with investable assets of $500K or more following the same long-term, risk-managed, research-based approach used by large institutional pension funds.


Let us wrap our arms around you and your loved ones, providing strategic and thoughtful plans for a resilient investment portfolio, rigorous tax and risk management, a rewarding retirement, a secure estate, and a lasting legacy.

Cheryl, Stacy and team have been my financial advisors for the last seven years. It has been great to work with financial advisors who get to know you personally and who support you regardless of your net worth. As a CEO in the non-profit sector, I worked with several advisors and firms in the past, but none that have taken such good care of me and produced such great results.

–International Non-profit Consultant, Client since 2012, Oct 2018

Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.