Telephone: (403) 244-7400

330 - 11th Avenue North East

Calgary, Alberta T2E 0Z1

What We Are Not



Now, What We Are Not

Since we have gone into great length to communicate who we are and what we do, let's now look at what we aren't and what we do not do:

We Are Not:

  • Stock Brokers
  • Product Peddlers
  • Commission Driven
  • Captive Sales People 

We Do Not:

  • Recommend High Risk Holdings
  • Structure Highly Volatile Portfolios
  • Time the Market
  • Put all the Eggs in One Basket
  • Chase Hot Trends
  • Speculate with your Wealth 

No one has a magical crystal ball, but by balancing human wants and needs, facilitating the realization of dreams and delivering the peace of mind that comes in knowing that your dreams are not only achievable but sustainable, we consistently live out our mission statement.

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