Fully integrated wealth management solutions for you and your family. Our team of professionals is capable of meeting your investment, estate planning and tax needs for the purpose of managing and preserving your net worth for current and future generations.
We focus on risk management, tax planning, succession planning, inter-generational wealth transfer, investment management, charitable giving and the collaboration with other professionals.
What We Do
Our unique approach starts with gaining an understanding of your family’s complete situation. We will gain an understanding of your family’s assets and liabilities, family businesses, vacation and investment real estate, philanthropic endeavors and cash flow needs. It is our belief that wealth management must be planned and executed on an integrated basis. Where a trusted relationship already exists we will work with your existing accountants and lawyers. If an area requires attention but there is no existing relationship with a trusted advisor, we will introduce a professional from our network of specialists.
We can help with uncovering deficiencies, inefficiencies, and or gaps in your existing plan. Remember, we are not taking over for you. We are making sure you know what you have and where the gaps are. Then we will get everything working well together and managed efficiently in order to give you the piece of mind you have always wanted.
Our Investment Philosophy
Diversification is the cornerstone of our investment philosophy. The most effective way to reduce portfolio risk and avoid losing money is to limit concentration in one asset class, geographic region, sector or security. This is particularly true in Calgary where so much of our net worth is linked to the energy sector. We will help you avoid unintended concentrations.
Managing risk and reducing overall volatility are key. We build portfolios that are well balanced, diversified and generate regular income. The focus is on large, developed markets like Canada, the US and Europe.
We prefer to focus our equity exposure on large, liquid, and well covered dividend paying companies. In this low interest rate environment we employ a variety of fixed income strategies. Capital preservation and low turnover define the strategy.