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Brian Wagner

Investment Advisor

Tel: 403-260-9365
Fax: 403-260-9347
Toll Free: 800-465-9404

Brian Wagner
Jo Ann Ayotte

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

Contact Me

Publications

Managing Your Wealth
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Focus
FOCUS: A Weekly Financial Digest
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.