Suite # 276, 104 - 13 St. N., Lethbridge, AB T1H 2R4View on Map »

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. 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 strategy, 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.

Recent Articles

Posted on: July 11, 2016
After speaking with many clients and potential clients over the years, a pattern emerges in the direction that the interview takes. There is often a sense of give and take with the client wanting to get certain questions answered in their mind, giving out small bits of information, but withholding...
Posted on: July 11, 2016
Many consumers find themselves falling into the traps offered by the appeal of easy credit opportunities. They are dazzled by payment plans for tech purchases, zero-percent loans on major purchases, credit card-funded vacations to faraway locations, and blowout sales that tout incredibly long...
Posted on: July 11, 2016
A survey conducted by a large Canadian bank found that 10% of Canadians are considering the purchase of a condominium for their adult children. This is up from 5% just a few years earlier and certainly reflects drastically increasing housing costs over the past decade.

Services

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of participating in the workforce, you are looking forward to the day when you can start...

By admin Mar 21

During the last market downturn a few years ago, retirees who had all or most of their assets in...

By admin Mar 5

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