FREQUENTLY ASKED QUESTIONS

Our firm has 25 years of experience working in the financial services industry. Our staff hold designations including Certified Financial Planner, Certified Financial Advisor, Certified Investment Manager, Portfolio Manager, Trust and Estate Practitioner, Master of Business Administration and more. 

Yes. As fiduciaries we have a legal obligation to act in the best interest of our clients. 

We also have an obligation to ensure any investment actions taken by us are consistent and suitable for you based upon our understanding of your financial objectives and circumstances. 

We charge on client assets under management (AUM), where the financial planning component is built into our overall service offering. 

Investment Management, Retirement Planning, Tax Planning, Estate Planning, Cash Flow Management, Risk Management. 

We also provide alternative asset education and strategic portfolio integration.

Maximize the value of clients total net worth by combining our strategic planning capabilities with low cost, well diversified, tax efficient investments.

We take a human-centric approach, focusing on people—their values, their stories, and the goals that make their financial lives uniquely meaningful. 

Whether your priorities include purpose, family, health, education, security, or adventure, we believe financial planning should be rooted in what truly matters to you.

We specialize in helping widows, dental and medical professionals, small business owners, and high earning millennials. 

We ensure your plan is reviewed and updated annually.  

We typically meet with clients twice a year either in person at our Calgary office, or via zoom. 

We focus on you, your family, and your net worth. The service focus is advice, direction, and support. 

The approach is liberating for all involved because there is no pressure to sell or avoid being sold.

We coordinate between you and your team of providers (lawyers, accountants, tax experts, etc) to put plans into action. 

When clients are in need of professional services we are happy to connect them to our network of specialist providers. 

No. We do not offer one time financial plans. 

We charge on a percentage of client investments that we manage, where the financial planning component is built into our overall service offering. 

This means we can offer all-encompassing unbiased advice that is adapted to the continuous changes our clients experience in their life (be it saving for education, job loss or promotion, divorce, death, inheritance, retirement planning, caring for aging parents etc) 

Our goal is to ensure clients have a comprehensive strategy that allows for the financial freedom to live according to their values, grow their wealth, and gives them the confidence their financial affairs are in order. 

This no-obligation, introductory meeting is an opportunity for us to get to know each other better, understand what is most important to you, and mutually decide if there is a strong foundation for working together. 

This meeting can take place virtually or at our Calgary office.