Telephone: (403) 244-7400

323 - 11th Avenue North East

Calgary, Alberta T2E 0Z2


Work Optional Goals 

Contact us in order to find out more, or to address your specific concerns in such areas as:
  • Matching your investments to your risk profile 
  • Systematic wealth creation 
  • Tax minimization strategies 
  • Charitable planned giving solutions 
  • Wealth transfer and equalization programs 
  • Estate preservation and creation vehicles

We will develop and implement various strategies and recommend ways to maximize opportunities to create and manage wealth. Our team will also help you lay out the plans for a successful transition to work being optional.  

We will be there to assist you in the realization of you true life goals now and into the future.