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You are unique. 
Why would your investment strategy look like everyone else's?

CUSTOMIZED FINANCIAL SOLUTIONS TO MEET YOUR INVESTMENT GOALS

 

Welcome

At MSB Wealth Advisory, we spend our time growing and protecting your financial well-being so you can spend more time enjoying what matters to you most.

 

You want financial security and peace of mind in every stage of your life. And that is especially true in retirement.

 

To reach that goal, you need quality financial planning advice and portfolio management through a comprehensive, customized investment strategy.

 

Our clients:
  • Are focused on family, health and success in both their career and business
  • Include business owners, professionals and senior leaders of organizations
  • Value advanced planning that is customized to their unique circumstances

 

It comes down to trust and confidence.

 

We understand trust is earned and work hard to deserve yours everyday.  Many of our clients have trusted us for years and they have played an integral part in building our community.  They know their MSB Wealth investment advisor has the knowledge, the expertise and will always act in their best interest.

 

What our clients say:

In the 2024 client survey conducted by BMO Private Wealth, our scores are among the highest within the company for client satisfaction.

 

The key to exceptional wealth management is good communication.

 

We pride ourselves in - and our clients tell us that it’s one of our key advantages - providing regular communications and timely updates. They can feel confident they’re on track to meet their financial goals, allowing them to focus on what makes them effective and successful.

 

Are your current financial investing needs being met?


Contact us to discover how we can exceed your expectations.

Recent Blog Posts

August 2025 Market Commentary

Sep 08, 2025

August gave us everything: Fed drama, geopolitical curveballs, and a tech titan that beat expectations—yet still sold off. Here’s what really happened and why fundamentals still matter....

Read more

Market Outlook - July 2025

Aug 15, 2025

Our outlook on the markets from our July 2025 market commentary...

Read more

Events

The Future is Now: Investing in a Brighter Tomorrow - Webinar

Event date and time from Sep 24, 2025 06:00 PM Mountain Daylight Time to Sep 24, 2025 07:00 PM Mountain Daylight TimeSep 24, 2025 06:00 PM Mountain Daylight Time - Sep 24, 2025 07:00 PM Mountain Daylight Time

Event location Microsoft Teams , Online, From AnywhereMicrosoft Teams , Online, From Anywhere

Join us to learn more about the rapid pace of innovation, how new markets can create abundant opportunities, innovations in artificial intelligence, genomics and robotics that can improve our everyday lives,  and exciting investment opportunities we are seeing across sectors.   
We welcome our guest speaker Jennifer Louth from the Franklin Templeton Learning Academy.

This webinar is open to everyone but especially designed for young professionals.  We encourage you to invite your children and grandchildren to join.

RSVP

Estate Planning Considerations

Event date and time from Oct 08, 2025 04:00 PM Mountain Daylight Time to Oct 08, 2025 06:00 PM Mountain Daylight TimeOct 08, 2025 04:00 PM Mountain Daylight Time - Oct 08, 2025 06:00 PM Mountain Daylight Time

Event location Best Western Plus Okotoks 100 Southbank Road , Okotoks, ABBest Western Plus Okotoks 100 Southbank Road , Okotoks, AB

Join us, along with our BMO partner Shawna Albornoz, VP Trust Services to gain valuable knowledge and insights with estate planning.  Estate planning is a vital step in protecting your legacy, and we’ve found this presentation to be one of the most valuable resources. The presentation will be offered in person in Okotoks and online via Microsoft Teams.

To RSVP to the in person event, please click the RSVP button below.

To registered for the webinar, click here.

RSVP

MSB Wealth Hosts: An Evening with Chic Scott

Event date and time from Jun 03, 2025 06:00 PM Mountain Daylight Time to Jun 03, 2025 08:30 PM Mountain Daylight TimeJun 03, 2025 06:00 PM Mountain Daylight Time - Jun 03, 2025 08:30 PM Mountain Daylight Time

Event location Glencoe Golf & Country Club 31002 Elbow River Drive SW, Calgary, AlbertaGlencoe Golf & Country Club 31002 Elbow River Drive SW, Calgary, Alberta

Join us for an evening with legendary mountaineer, author and storyteller Chic Scott as he shares tales from a life of adventure.  From his early climbs in the Rockies to expeditions in the Alps and Himalayas, to his journey as the author of 15 books, Chic’s talk will be full of inspiration, insight, stunning photos and plenty of great tales from the peaks. 

Whether you’re a fellow adventurer or just love a good life story, this is an evening you won’t want to miss!

RSVP

MSB Wealth's Women's Event

Event date and time from Mar 25, 2025 04:00 PM Mountain Daylight Time to Mar 25, 2025 07:00 PM Mountain Daylight TimeMar 25, 2025 04:00 PM Mountain Daylight Time - Mar 25, 2025 07:00 PM Mountain Daylight Time

Event location 636 29th Ave SW , Calgary, Alberta636 29th Ave SW , Calgary, Alberta

We’re excited to host our second annual women’s event in celebration of International Women’s Month! Last year’s event brought great conversation and connections, and we’re looking forward to another inspiring evening.  In addition to engaging discussions, we’ll also have a fun and interactive experience to enjoy together.

This event is for women only. 

RSVP

Estate Planning Considerations

Event date and time from Mar 06, 2025 04:00 PM Mountain Standard Time to Mar 06, 2025 05:30 PM Mountain Standard TimeMar 06, 2025 04:00 PM Mountain Standard Time - Mar 06, 2025 05:30 PM Mountain Standard Time

Event location Pomeroy Inn & Suites 4601 46 Ave, Olds, AlbertaPomeroy Inn & Suites 4601 46 Ave, Olds, Alberta

Join us in person or online for an informative session on estate planning, where we will discuss key considerations like who can make claims on your estate, planning for second marriages, and how asset registration impacts your estate. We will also explore the use of trusts, choosing the right Executor, and important tax implications at death. Don’t miss this opportunity to learn how to ensure your wishes are carried out effectively.

 

To attend online, please register here: ONLINE RSVP

To attend in person, please click on the button below and complete the form

RSVP

Aging, Demographics and In-Home Options with Vytality at Home

Event date and time from Feb 20, 2025 12:00 PM Mountain Standard Time to Feb 20, 2025 01:30 PM Mountain Standard TimeFeb 20, 2025 12:00 PM Mountain Standard Time - Feb 20, 2025 01:30 PM Mountain Standard Time

Event location

Join us online to learn how Vytality at Home provides personalized care solutions that empower individuals to age with dignity and confidence. Whether you’re planning for yourself or supporting a loved one, this session will offer valuable insights and practical guidance.

RSVP

Protecting Yourself in the Digital Age Webinar

Event date and time from Nov 21, 2024 11:00 AM Mountain Standard Time to Nov 21, 2024 12:00 PM Mountain Standard TimeNov 21, 2024 11:00 AM Mountain Standard Time - Nov 21, 2024 12:00 PM Mountain Standard Time

Event location

Join us online and hear from the BMO Financial Crimes Unit on how to protect yourself in the digital age.

 

RSVP

Estate Planning Considerations

Event date and time from Oct 15, 2024 03:30 PM Mountain Daylight Time to Oct 15, 2024 06:00 PM Mountain Daylight TimeOct 15, 2024 03:30 PM Mountain Daylight Time - Oct 15, 2024 06:00 PM Mountain Daylight Time

Event location The Glencoe Club 636 29 Ave SW, Calgary , AlbertaThe Glencoe Club 636 29 Ave SW, Calgary , Alberta

Join us for an informative session on estate planning, where we will discuss key considerations like who can make claims on your estate, planning for second marriages, and how asset registration impacts your estate. We will also explore the use of trusts, choosing the right Executor, and important tax implications at death. Don’t miss this opportunity to learn how to ensure your wishes are carried out effectively.

RSVP

OFFICE HOURS


Monday - Thursday 
7:30am - 4:00pm
Friday  
7:30am - 3:30pm