Trusted by Business Owners & Farmers since 1998


A unique high-trust approach to investing your family’s wealth

Our Story

Your Story

We work like a Hub to assemble all the necessary resources and input to help guide our clients to make smart decisions.

-Shawn Hass

Start drinking upstream from the herd.

For over 24 years we’ve helped families in Western Canada feel secure about their finances.

Click to access details on our new innovative family office service.

A simple way forward

ONE We listen - it all starts with a private and confidential discussion of all your priorities and values

TWO We design an action plan - we build you a jargon-free solution thats easy to understand

THREE We execute & monitor - relax knowing we are up early overseeing all aspects of your finances so you can focus on your business, farm or family

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Listen to the Podcast

We love entrepreneurs so much we created a platform to share their fascinating stories.

Owners Circle Podcast Episodes:

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Contact us by filling in the form below

You can also call 403-317-4312 to speak with Dustin Leniuk.

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