Wealth Management | Investment Expertise | SANDSTONE Asset Management

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.

Investments

A Budget for Builders: Key Takeaways from Budget 2026

On November 5, 2026, Minister of Finance and National Revenue François-Philippe Champagne released the highly anticipated federal budget, titled Masters of Our Destiny.

Investments

The Diversification You Paid for May Already Be in Your Portfolio

When markets are rising, investors get bombarded with funds built around whatever is working: AI, semiconductors, momentum, anything with a story that sounds like the future. When markets fall, the

Investments

Measuring What Matters: A Better Way to Evaluate Your Portfolio

Every investor needs a measuring tool. Without one, there is no way to know whether a portfolio is growing or an advisor is making prudent decisions.

Planning

What to Know Before Starting a Private Foundation in Canada

For farm families, business owners, and high‑net‑worth households, giving is deeply personal, which is why establishing a private foundation is as much a values decision as it is a legal and

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

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