OUR INSIGHTS

CLSA 2022

We participated in the 29th Annual CITIC CLSA Flagship Investors’ Forum, which was held virtually again this year. Every year, CLSA gathers some excellent big-picture presenters on a range of timely

Every Cycle Contains the Seeds of its Own Destruction

SANDSTONE’S view for the next 10 years - “The Next Decade” - was introduced at OUTLOOK 2019. This view was intertwined with a long-term secular change (40+ years) - creating a new cycle opposite from

B Corp - Best for Workers 2022

Best for Workers Recognition We are beyond happy to share that we’ve been recognized as one of the Best for the World™ B Corps of 2022! With over 5,250 B Corp companies across 156 industries and 83

Youth of Distinction Awards 2022

Youth Central is a local Calgary organization that provides youth the opportunity to volunteer, serve on steering committees, voice their opinions to business leaders and politicians, learn about the

The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.

Howard Marks

OUR SERVICES

PRIVATE CLIENT

  • Investment and tax management
  • Financial and estate planning
  • Private equity fund

FAMILY OFFICE

  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education

FOUNDATIONS

  • Customised capital objectives
  • Not-for-profit fee discounts
  • Full team participation