Annual Drop-In Centre Donation Drive

This year we want to help give the gift of warmth and we encourage our friends, clients, families, and other organizations to join us in giving back to our community. Click here to learn about our donation goal and involvement with the Drop-In Centre this year. 

sandstone-donation-drive-calgary

OUR INSIGHTS

Investing in Blockchain Technology

Blockchain may be the single most important technology advancement in the 20th century. But what is it exactly? Blockchain is a shared, secure electronic and immutable ledger that facilitates the

Are you prepared for a substantial inheritance?

You might be in line to receive an inheritance and might not be prepared for it. The loss of a loved one can be an emotional experience and managing an inheritance can be complex so we want to help

Is it essential to buy stocks or is there an alternative?

Have you heard of the term “TINA”? It was introduced in the 1980s by British Prime Minister Margaret Thatcher. Thatcher liked to say, “There is no alternative” when referring to her market-driven

What to do with unused RESP Assets

Having excess capital for education is a good thing. But when it comes to unused funds in a Registered Education Savings Plan (RESP), you may be penalized for not using the money in the plan for its

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