top of page

Helping you reach new peaks.

It's your money and your peace of mind. We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations, ones that meet both their needs and risk tolerance. 

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations, ones that meet both their needs and risk tolerance. 

Services

Financial Planning

Personal financial planning focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life.

Retirement and Estate Planning

Whether you have already established a Retirement Savings Plan or are just beginning, it is never too late to begin saving.

Risk Mitigation Planning

Proper analysis is vital to ensure that you aren't paying too much for insurance and that you have the correct type of insurance for your needs.

Investment Planning

To achieve an optimal portfolio asset allocation, the individual investor must balance their portfolio goals with their risk tolerance.

Tax Planning

Taxes are a fact of life. They affect every Canadian in most aspects of their lives. 

Life Events

What our customers are saying

Great service, knowledgeable investors. I feel most comfortable and secure knowing my investments are a priority. 

-Charlene L.

CONTACT

Address

280 King Street

Suite 1
Spruce Grove, Alberta

Contact

Hours

Mon-Fri: 8:00am - 4:30pm
Sat: 9:00am - 1:00 pm
Sun: Closed

Social

bottom of page