Skip Navigation

Contact Us

Chris Oliphant
Craig Tozer
Sarah King
Nav Brar
John W. Waters, C.A., CFP, TEP

Tel: 403-260-9318
Tel: 403-260-9344

Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1


An encyclopedia for investors.
Financial Literacy: Canadian Based site on budgeting, saving, investing, borrowing for the whole family.

Long-term Care Canada inc.
Long-term Care Planning

The Calgary Foundation
Helps design charitable plans that achieve your goals


Calgary Children’s Foundation

Canada Revenue Agency

Your Personal Tax Information
Login to the CRA's Personal Tax Site for access to your tax history.

Canadian Investor Protection Fund
Learn more about how your investments are protected.

Canadian Universities Report - The Globe & Mail
An excellent web site to help you research your post-secondary education options.