Who We Are
We are one of the most successful, highly skilled, well trained and experienced Wealth Management Teams in the Calgary and Foothills area.
What We Do
Communication, Commitment, Confidence
We manage what matters for select clients who are committed to achieving their long term financial goals.
Why We Do What We Do
We have five business beliefs:
- Investors will always need skilled advice
- The best advice comes from a trusting partnership
- Without a plan there will be no success
- Discretionary Portfolio Management is the key to success
- Believe your beliefs and doubt your doubts
How We Do What We Do
Our MATTERS process
- Meet to clarify and understand your goals
- Analyze goals, dreams, and objectives
- Tune any constraints, open up possibilities
- Tailor ideal solutions that make sense for you
- Execute short and long term needs reliably
- Review performance goals/results: 12.4.2 contact system
- Service your needs proactively with a custom approach
Who We Work With
Select groups of high net worth clients that include: farm families, business owners, professionals from various disciplines, and members of the Oil & Gas community.
What Makes Us Different
- Life is in the details.
- We have the right people, the right technology, the right platform, and we’re passionate about helping people.
- We know it works.
Why Do Business With Us
It’s not about the money, it’s about peace of mind, choice and independence, and we’ve been committed to this philosophy for over 25 years.