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Charles Funk
Shelley Qually
Jordan Tanner, B.Mgt, RHU

Tel: 403-331-2031

Address
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
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Investor Learning

Maybe you’re a new investor looking for basic investment information, or perhaps you just need a quick refresher. Either way, you’re in the right spot.

Starting Out
Learn about the benefits of working with an investment advisor and some of the important things to consider before opening an account.

Financial Planning
Financial planning is about accumulating, managing and preserving wealth so that you can achieve your family’s personal and financial goals. It’s an extraordinarily important step towards meeting your investment objectives.

Solutions for Your Needs
It's never too late to put your financial affairs in better order. To help you achieve this goal, we will be providing you with real-life scenarios designed to help you better understand the solutions available to meet your individual needs.

Investment Basics
Learn the fundamentals of some of the most common investment products:
  • Equities (stocks)

  • Fixed Income

  • Fee-Based

  • Managed Assets

  • Segregated (seg) funds

  • Registered Plans
Feature Publication
Request a copy of this month’s feature publication.

Events
Looking for one of our Investment Advisors’ informational seminars or a webcast from our Research Department.