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      Bringing Peace of Mind
      Through Investments That Stand the Test of Time.

      SANDSTONE Asset Management has been a trusted wealth partner for affluent individuals, families, and foundations in Calgary and beyond for over 20 years.

      Whether through financial planning, discretionary investment management, educating the next generation, navigating market volatility, or empowering philanthropy through targeted donation strategies, we walk alongside clients to help them achieve their personal and financial goals. Nothing speaks more to the value we place in relationships than the many families now in their second and third generation partnering with our team.

      LATEST COMMENTARY

      All-Time Highs, Artificial Markets, and Adjustments

      June 5, 2026 - 16:46 minutes

      GO TO SANDSTONE SPEAKS

      OUR INSIGHTS

      End of Empires

      The Global Quest for Resilience and Leverage

      For most of the twentieth century, the politics of energy was a story about oil. While that story is not yet over, it has become much more complicated. We are currently living through the 4th

      Foundations

      What Is a Family Foundation Really For?

      In our experience working with high-net-worth families, a family foundation begins as a way to organize charitable giving. Over time, however, its real value often becomes clearer: it can serve as a

      Education Investments

      Building the Ecosystem

      If you've followed along for any amount of time, you'll know that our CEO and Chief Investment Strategist, Sharon Watkins, talks a lot about the mindset change needed to build our city. Last month,

      Planning Tax

      Wealth in the Making: Tax-Efficient Strategies for High-Earning Professionals in Their Accumulation Years

      Tax season is officially over. For high-earning young professionals in their 30s and 40s, it's when an uncomfortable question surfaces: how much money was left on the table?

      “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

      Markets are uncertain.

      Your strategy shouldn't be.

       

      Find confidence during confusing times by meeting with one of our wealth professionals.  

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