Helping families and individuals become a smart steward of their wealth.

Katherine Deypalubos

It all starts with you


  • What is the right investment strategy for your needs?
  • Who will handle your business when you retire?
  • What kind of legacy will you leave for your children?
  • How to account for overseeing your aging parents?

Our team of experts provides wealth management services that take into account both macro and micro levels of scope and perspective. We devote the time needed to assess your current individual situation and are committed to helping you clarify, define, and achieve your goals for the future. As each client is unique, our team is dedicated to fully understand your investment objectives, time horizon, and tolerance for risk in order for her provide strategic recommendations. Our goal is to tailor and mold customized solutions that are perfectly right for you.

Our Philosophy


 


Connect with us on:

 

Katherine Deypalubos

CIM, FCSI

Investment Advisor

780-944-8845Email me

 

Complimentary Portfolio Review

Please complete the following form if you would like a complimentary portfolio review or to get in touch.
Required fields are marked with an "*".

*Required fields