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DIVERSE PORTFOLIOS TAILORED TO YOU

FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX STRATEGY

 

ABOUT US

Our practice is built on three key pillars of success for both ourselves and our clients:

- GROW wealth sustainably over time

- PROTECT capital from permanent loss

- ADVISE in the best interest of the client at all times

This model seems simple on the surface but is often forgotten in the fast paced, sales driven and highly complex investment industry we operate in.

Our unbiased investment approach is designed to build a portfolio that suits your financial goals while also considering your specific risk profile.

We specialize in financial planning, investment management and tax strategies intended to maximize the financial position for you or your business!​

Working Together
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SERVICES

Retirement Planning

Building portfolios for monthly income to suit your retirement needs & goals.

Portfolio Construction

Carefully structuring a diverse portfolio of investments tailored to you.

Investment Management

Positioning assets to maximize the risk adjusted return of your portfolio.

Holistic Financial Planning

Bringing all areas of your financial picture together to form one customized plan. 

Tax Planning & Strategy

Minimizing overall tax for your portfolio or for your family, business or estate.

Estates & Succession

Planning for the next generation & effectively structuring your estate.

Risk Management

Analyzing & protecting against unexpected events using assets or insurance.

Contact

Red Deer/Gasoline Alley Location

Suite 100, 548 Laura Ave

Red Deer County, AB T4E 0A5

Trochu Location

Suite 100, 223 Main Street

Trochu, AB T0M 2C0