Growing Your Wealth For Over 40 Years

We are proud to be one of the longest-running and most accomplished wealth advisory teams in Southern Alberta.

Over the past 40 years, our experienced team of professionals has been providing customized wealth solutions and tax efficient strategies to high-net worth individuals, business owners and farmers to grow their wealth and achieve financial confidence. Built on the foundation of trust and exceptional service, we have established strong and meaningful relationships with our clients that last through generations.

For every life event, we'll be there:


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Selling a farm or business

Selling a business?

Selling a farm?


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Death of a Loved One

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Estate Planning

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It has been our experience that we have achieved consistent results that have withstood the test of time.  We know that market cycles are inevitable, but by having a clear and disciplined process we are able to help our clients look forward to the future.

For all your wealth management needs, we are here to help.  We can offer the full spectrum of investment choices while at the same time keeping it simple and easy to understand.

Contact Us

If you are looking for exceptional portfolio management and outstanding service, we would be pleased to discuss our wealth management process with you.

To arrange an appointment call:


(855)-725-2598 (Toll Free)