What type of clients do we work with?

We work with clients that are extremely private and confidential about their money. Their families have accumulated significant assets through hard work and making wise business and financial decisions over their lifetime. Our client families reside across the western provinces of Alberta, British Columbia and Saskatchewan. Many of our relationships extend back 20 years and involve first, second and now third generation connections.

We partner with clients currently engaged in or retired from the following:

  • Farmers, ranchers and value-added agriculture processing and specialty company owners
  • Business owners from a variety of sectors, including (but not limited to) manufacturing, oil and gas, construction, franchise, service and dealership structured companies
  • Medical professionals such as family practitioners, specialists and dentists
  • Charitable organizations and institutional investors
  • Business professionals such as accountants and lawyers

Please contact our administrative assistant, Melissa Honess, @ 403-317-4312 if you would like to arrange a short discovery call with an existing client in your field.

* Because of our commitment to offer unmatched client service, we presently work with a small number of clients by referral only, or families that meet the criteria of having investable assets of $500,000 or a minimum $2,000,000 net worth.