Our Services

New Client?

We encourage you to book a free introductory appointment to learn more about our investment philosophy, understand our financial planning process, and get a clear explanation of our fees.

What is a Portfolio Manager?

The Alberta Securities Commission is the regulatory agency responsible for administering Alberta’s securities laws and oversee the registration of firms in several categories (e.g. Investment Dealers, Mutual Fund Dealers, and Portfolio Managers). We are registered in the category of Portfolio Manager, which the regulator defines as “a firm that provides advice, manages your investment portfolio, and buys and sells on your behalf according to the instructions or discretionary authority you have given.”