Telephone: (403) 244-7400

323 - 11th Avenue North East

Calgary, Alberta T2E 0Z1

Strategies



Multi Generational Wealth Management


Contact us in order to find out more, or to address your specific concerns in such areas as: 
  • Creditor protected accumulation programs 
  • Estate replenishment 
  • Estate equalization 
  • Health care challenges  
  • Issues of Privacy 
  • Home care and facility care costs 
  • Addressing the needs of the aged and disabled 
  • Life insurance and life trusts 
  • Safeguarding future control 
  • Liquidity  concerns 
  • Charitable giving 


Creating or maintaining your estate. Who do you want to be your primary beneficiary... Ottawa or your loved ones?


We serve families, as well as individuals, in all areas of wealth creation, management and the subsequent tax-efficient preservation of that wealth to future generations. First, we provide our clients with an overall strategy, then coach them through the process.

By assuring long term peace of mind for you and future generations, we are able to assist you in maximizing your family's wealth over several generations and fulfilling the realization of your goals. Let's talk…