#201 & 203 – 10715 124 St Edmonton AB T5M 0H2

Your Retirement
Retirement comes with many possibilities. We help you make the most of every opportunity.
Read More
Established Family
Families with older children need a wise cash flow management plan..
Read More
Your Investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Read More
Protecting Your Family
No financial strategy is complete without a plan to protect loved ones from financial loss.
Read More
Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
Read More
Young Family
A wise financial strategy keeps a family on track during all the "growing-up" years.
Read More
Retiree
Careful planning can help to ensure a high income level during retirement.
Read More
Starting Out
A good financial strategy is a great foundation for a solid relationship.
Read More
Your Child's Education
Few things in life are more rewarding than helping the next generation get a great education.
Read More
Single
When life situations change a good financial strategy can help to lower the stress.
Read More
Income Tax Planning
Minimizing taxes through carefully planning is a powerful financial strategy.
Read More
Running a Business
Running a successful business can be one of life's most rewarding experiences.
Read More
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 financial planning, 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.
welcome1
welcome2
Trust is the foundation in which we build.
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.
We’ll do the same for you and we’ll work hard to earn your trust.
We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to contact us for assistance with any financial questions.

How We help

protecting your family.jpg

Without barely a moment’s thought, you would protect your family from…

your legacy.jpg

You have worked all your life and saved for retirement. What other planning work…

your retirement.jpg

After years of living the “rat race”, you are looking forward to the day when you…

young family.jpg

You get home from work, your spouse is tired, and the baby just spilled spaghetti…

retiree.jpg

During the last market downturn a few years ago, retirees who had all their…

your childs education.jpg

First you were putting on their diapers. Then you walked them to their kindergarten…

Recent Articles

The Hidden Role of Luck in Building Wealth

When it comes to money and investing, a lot of people fall into the same trap: chasing what’s “hot” right now. If a certain stock, sector, or trend is making headlines, many will jump in—hoping they’ve found a “sure thing.” The funny thing is, that’s the exact opposite

Smart Tax Tips for Small Business Owners

Running a small business is exciting and rewarding—but it also comes with plenty of challenges. Between managing cash flow, building your client base, and keeping customers happy, taxes can easily slip down the priority list. With some planning, though, tax season can be less stressful and even work

When Retirement Savings Meet Healthcare Realities

Ted and Martha had always planned well for retirement—about $600,000 in their RRIFs, which gave them nearly $4,000 a month before taxes. Everything seemed secure—until Ted began experiencing cognitive impairment. For a year or so, Martha managed to care for Ted at home. But eventually she had to