Maximizing Impact: Have You Considered a Donor-Advised Fund?

As we hurtle towards the familiar holiday hullabaloo and year-end tax planning, looming changes to the Alternative Minimum Tax (AMT)means that, come January 1st, you may no longer receive full

SANDSTONE Wins the CPA Alberta Social Entrepreneurship Award at the 40th Small Business Awards

We are delighted to share the exciting news that SANDSTONE has been honoured with the CPA Alberta Social Entrepreneurship Award at the 40th Small Business Awards in 2023. The gala event, hosted

Taxing Generosity: How Changes to the Alternative Minimum Tax (AMT) May Impact Your Donations

Do you make large donations of cash or qualifying securities as part of a tax strategy? If so, due to changes in the Alternative Minimum Tax (AMT), 2023 could be the last year you receive full

Implications of the Pan-Asia Trade Pact

On November 15th, 2020, fifteen Asia-Pacific nations signed arguably the largest free trade agreement in history — the Regional Comprehensive Economic Partnership (RCEP). This deal, which has been a

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



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


  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education


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