“A goal without a plan is a wish. We help our clients create and follow a plan so their wishes come true"

- Josh Opheim

Our privilege to do what we do is strictly provided by the relationships we build with people like you.  We want you to be confident, when choosing us as your advisor, that we can handle the complexities that come with your wealth and your situation and that we have all the team members and resources to help you achieve your personal financial goals.

We want you to have a clear understanding of what we will do with your money, and base our investment process on four fundamental rules: maintaining objectivity, managing risks, tax-smart investing, and understanding fees matter. We understand that it's important you have an understanding what is going on in the markets, your account and the strategies we implement, so we ensure we engage in ongoing financial literacy with you so you can understand what we are doing and why.

Please explore our site to learn more about how we help people like you or contact us if you have any questions.

Josh Opheim - Investment Advisor & Assistant Branch Manager

Recent Posts

Keeping it in the family: managing conflict through planning

Nov 01, 2018

With statistics indicating that approximately 60 percent of Canada’s business owners (of small- and mid-sized enterprises) are aged 50 or over, business succession may be getting closer on the horizon for many.

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You have a business plan. What’s your retirement plan?

Nov 01, 2018

A family-owned business often represents more than half the value of the owner’s estate. Consequently, if much of your net worth is tied up in the business, you may not be as well-diversified as those who have a more traditional retirement portfolio.

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