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Alison Keene
Andrew McManus
Drew McIntosh
Kim Kaethler
Tatyana Leber

Tel: 403-296-9085
Toll Free: 1888-326-2799
Fax: 403-296-2799

Address
4954 Richard Rd. SW
Suite 100
Calgary, AB
T3E 6L1
Map


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.