Telephone: (403) 244-7400

330 - 11th Avenue North East

Calgary, Alberta T2E 0Z1

Our Mission & Our Clients


"Achieving excellence in the creation, management and preservation of your net worth."©


Although much easier said than done, we do accomplish this through our constant efforts in challenging ourselves to exceed our clients expectations, not accepting mediocrity, and by fostering open relationships. We live our mission by providing solid financial strength, creative and innovative solutions, hands-on participation and unparalleled service... just view what our client’s say, testmonials.



Our clients



  • They are Financial Delegators:
  • Our community of Clients is composed entirely of financial delegators.  They appreciate, and are willing to follow, the advice of a Trusted Advisor.

  • They Are Passionate About Achieving Their Goals:
  • All our Clients are passionate about their desire to accomplish their goals.  They realize that achieving those goals requires both money and planning.

  • They Enjoy Simplicity:
  • Our Clients enjoy the simplicity, freedom and peace of mind that come from having their financial assets under the watchful eye of a Trusted Advisor.

  • They Value Our Work Together:
  • Our clients appreciate advice and guidance.  Due to the high level of client interaction and attention, our services make sense for families with over $1,000,000 of investable assets.

  • They Focus On What’s Important:
  • Our Community of Clients has a strong desire to help other people and is actively involved in organizations that have a passion for helping.

  • They Appreciate Hearing The Truth:
  • Our Clients want to hear the truth regarding their financial situation.

If after reading these qualities they resonate with you, then you will want to explore if joining our community of clients is a fit for you.