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      OUR INSIGHTS

      Inspiration

      Youth of Distinction Awards 2023

      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

      Investments

      Capitalizing on China Reopening

      At OUTLOOK 2023 one of our major trends for the year ahead was the reopening of the Chinese economy. The country’s zero-COVID policies have been easing over the last few months and the rapid

      Investments

      The Positives of Increasing Rates

      Over the last year and a half, we have experienced one of the fastest upward revisions of interest rates in a lifetime. Never has the Bank of Canada’s Policy Rate increased from effectively nothing

      World News Investments

      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

      “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