Tel: 403-296-9086
Fax: 403-296-2799
Toll Free: 1-888-326-7777

Address

BMO Nesbitt Burns
4954 Richard Rd. SW
Suite 100
Calgary, AB
T3E 6L1
Map

Contact Us

Our Clients

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You want a different way of managing your wealth.  You work hard.
Sometimes your busy schedule makes it difficult to properly manage your financial portfolio.

A successful career and personal life can only be achieved by surrounding yourself with people who share your vision for the future.

We want to invite you to be part of a dynamic partnership. 
● You want a proven process to help you reach your goals and you also place a high value on our expertise, advice and  strategy
● You will have an entire team of trusted, experienced wealth advisors, responsive to your individual needs and actively engaged in the pursuit of your financial goals


Why clients trust us

Our discretionary portfolio management process works because of the high level of trust our clients have in our ability to make the best choices for them. That’s built over time through regular contact and communication updates about their financial position.


Who do we partner with?

ESTABLISHED INVESTORS

Creating a comfortable retirement is probably the single biggest financial challenge Canadians face. Reducing this stress can be achieved with the guidance of a trusted, knowledgeable financial advisor.

An advisor is a partner who:​
● you have confidence in
● supports you through the various stages in your life
● communicates regularly so you know exactly where you are in your plan
● believes in being proactive, not reactive
● is actively engaged in the pursuit of your financial goals

Our trusted and experienced investment advisors take the time to understand your specific goals and situation before developing your comprehensive financial plan. This includes individualized tax strategies and investments to help you succeed.
 

Live the life you want in retirement.

 
 

FEMALE INVESTORS

As a woman, your financial knowledge and situation are probably much different than that of your mother’s. Women now represent nearly half the workforce as entrepreneurs, innovators and leaders in the economy and are more likely to be solely responsible for their own finances compared to just a decade ago.

Thanks to this shift toward women’s growing personal and financial power, you’re poised to move (or are already) into true financial independence, enjoying all the freedom that brings.

But still, while most women are confident about budgeting and paying bills, they don’t think they know enough about investing to properly grow their savings. So they wait to start investing until they feel they’re more financially stable so the risk of possibly losing money isn’t so scary.


We can help.

 
 

YOUNG PROFESSIONALS

Millennials. Young Professionals. Next Gen. There are several different labels you can give investors between the ages of 15 & 35.

However you describe yourself, we understand you have a very different perspective on wealth management and investment planning than your parents did.

If you’re searching for a trusted advisor to give you independent financial advice, specific to your unique financial and saving situation, with no sales pressure, you’re in the right place.

If you want a engaged partner who helps you understand what’s the best path to follow to accomplish your goals, while letting you steer ... We’re here to guide you.

 

Feel confident in your future.