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Contact Us

Kelly Husky

Tel: 780-410-4470

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Other Locations

#30 - 4005 Clover Bar Rd
Sherwood Park, AB
T8H 0M4

8725 94 Street
Fort Saskatchewan, AB
T8L 4P7

422 10 Street
Wainwright, AB
T9W 1P5

Investment Planning

The Architect Program is a new kind of managed account solution – a unified managed account (UMA) that brings together the best of mutual fund investing (broad and accessible diversification) with the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities). All brought together in one coordinated portfolio, with all the rigorous oversight and due diligence from our internal and external teams.

The Quadrant Program is a high end mutual fund wrap program that leverages the expertise of BMO Nesbitt Burns, SEI Investments (SEI), some of the world’s most talented money managers and state of the art investment process and technology to control risk while providing the potential of superior risk adjusted return relative to traditional investment vehicles.

The Meridian Program is a non-discretionary fee based advisory program offering you the benefits of advisor-based, full-service investing with the option of online trading for one all-inclusive fee. This fee-based structure allows you to not just trade securities, but to build comprehensive wealth management strategies with guidance from our team.