Our Team
Our seasoned team has been providing wealth management services since 1997. Based out of Calgary, Alberta, our practice is made up of a group of trusted certified financial planners, experts in all areas of wealth management, retirement planning and legacy building.
We offer a sophisticated approach to managing your wealth by…
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creating tailored and proactive plans to meet your short- and long-term needs
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delivering tax-efficient strategies
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guiding you through critical financial events
Community Involvement
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
Here are a few of the initiatives we are proud to support:
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Calgary Food Bank
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Canadian Blood Services
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UNICEF Canada
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Alzheimer's Society
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Give A Mile
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KIVA
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Soup Sisters
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Calgary Minor Hockey
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Alberta Children's Hospital Foundation
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Canadian Cancer Society
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Junior Achievement
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Heart & Stroke Foundation
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Ringette Calgary
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World Vision Canada
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Artistic Swimming
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Make-A-Wish Foundation