Psst...Pass it on...


Tell a friend about our Family Wealth Management service.

We are often asked if we accept referrals. Yes we do!

In fact, most of our new clients come to us through word of mouth and this is our preferred way of growing our business.

We are always grateful for the implied trust.

In recognition for introducing us to a friend or family member,we will gladly support one of the following charities:

C.A.W.E.S. Central Alberta Women's Emergency Shelter
United Way of Central Alberta
Or a charity of your choice....

This is our way of giving back to the community and "paying it forward".

Interested in philanthropy? Ask us about our Charitable Gift Program. You can establish your own charitable legacy with as little as $25,000.  This is a great way for individuals and families to support causes in a meaningful way, without the time and cost associated with establishing a private foundation.  For more information, please contact Laura.