Our Clients
We are proud to serve a wide range of clients throughout Alberta. We assess prospective clients using a $500,000 of investable assets as a guideline. Investable assets are just one aspect that we consider as we meet to explore your needs and collaboratively determine if our group is well positioned to support you. If we are a holistic good fit - rapport, clear ability for us to add value, match of investment philosophy - we will continue to move forward in assisting you.