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

SANDSTONE Asset Management is a Calgary-based wealth management firm providing discretionary investment services for high-net-worth entrepreneurs, families, and foundations.

Guided by a long-term, global investment approach, SANDSTONE helps clients grow, preserve, and transfer wealth across generations while supporting their philanthropic goals. By integrating financial, social, and fundamental perspectives into its investment process, the firm delivers disciplined portfolio management designed to provide confidence in an evolving world.

LATEST COMMENTARY

Concentration, Cycles & Conservatism

June 29, 2026 - 18:04 minutes

OUR INSIGHTS

Dance Until the Music Stops

There is a number that keeps appearing in earnings calls, infrastructure announcements, and government industrial strategies, and it keeps getting bigger. A hundred billion here. A quarter of a

Why Brain Health Matters for Business Owners

You have heard it said that ‘health is wealth’.

Are You Financially Fit?

It's the dog days of summer here in Canada, which means many are making the most of the mountain trails and sparkling lakes, seizing every opportunity to be outside. We hope you’re finding time to

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

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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