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      We manage risk, returns, and relationships.

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

      WHY SANDSTONE?

      SANDSTONE was built on the conviction that the best client relationships are long, trusted, and unconstrained by institutional pressure. We invest globally and are highly engaged in understanding political and economic situations on a local, national, and international level. 

      Our active management philosophy is founded on the belief that disciplined, research-driven investing adds real value over passive approaches across market cycles. 

       

      We are an independent firm and independent thinkers. Our unique outlook is created by rigorous analytical research, decades of experience, and continual exploration. We thrive by maintaining our ideal of acting as global citizens.

      WHERE DO YOU SEE YOURSELF?

      The advisors we've spoken with over the years are at very different points in their careers. What they share is a commitment to their clients and an instinct that the firm they're at is not the right long-term home.



      BUILDING YOUR PRACTICE

      You have built a growing book of clients who trust you and a reputation earned through rigorous work. But where you are, that work is filtered through quotas and layers of institutional process that have nothing to do with what your clients actually need. You are a good advisor at a firm that was built for a different kind of advisor. You are ready to explore what comes next.



      PASSING THE TORCH

      You have built something worth protecting. Decades of trust, a practice shaped entirely by your own standards, and clients who have followed you through every chapter of their financial lives. You are not looking for a quick exit. You want to step back on your own terms, and leave your clients in the care of a firm that will treat them the way you always have.

      SANDSTONE WAS BUILT FOR YOU

      REAL
      Independence

      No sales quotas or proprietary products to push. Your primary obligation here is to put clients first. That is how we have operated since 2004, and it is not something we are willing to compromise. We uphold our fiduciary duty to act in our clients' long-term best interest. 

      Global Opportunities

      We invest globally. Nothing is off limits. Your clients gain access to a sophisticated, active management process built on original research, macro thinking, and a long-term perspective. The best opportunities rarely announce themselves. We go looking for them.

      A Clear Path to Partnership

      The families we serve have been with us for decades. Serving them well takes a particular kind of advisor. The conversation about what that path looks like starts early and stays honest. You would not be a number here. You would be building something that lasts.

      WHAT MAKES AN IDEAL SANDSTONE ADVISOR?

      Wealth professionals who thrive at SANDSTONE are curious and never satisfied with the status quo. They have a genuine interest in the world and go beyond the surface level with a real alternative research acumen.  

       

      “SANDSTONE continues to impress us with, at times, unorthodox insights, while offering solutions and results. When they say, 'thinking outside the box,' they mean it.”

      Private Client

      "Ultimately, social entrepreneurship comes down to the people. They share their lives, and that really makes it worthwhile. We hope that this ‘little engine that could’ mentality we have at SANDSTONE inspires other small businesses and helps them realize they can prioritize people and profit too."

      Sharon Watkins, CEO & Chief Investment Strategist

      COMMITMENT TO COMMUNITY

      Our mission is to create possibilities for our clients, our colleagues, and our community. This mindset fundamentally shapes how we operate, why we build, and who we choose to work with.

      CERTIFIED B CORPORATION

      Good for business, good for the world. SANDSTONE is proud to be the first CIRO investment firm in Canada to achieve B Corp status.

      Imagine Canada PRISM COMPANY

      Recognized for our commitment to charitable giving and community investment as a corporate standard.

      CONNECTS SPEAKER SERIES

      Where the world's most pressing issues meet the people who care enough to engage with them seriously.

      Chamber Social Impact Award

      Recognized by the Calgary Chamber of Commerce for our outstanding social entrepreneurship in the city.

      INVESTING IN CALGARY

      Our professionals are recognized civic contributors who are committed to the long-term prosperity of the city we call home.

      BEYOND THE FIRM

      Through InterGen, the Global Business Forum, and ongoing community giving, we invest in Calgary the same way we invest for our clients: with a long-term view.

      YOUR NEXT CHAPTER STARTS WITH A CONVERSATION

      If you are an experienced advisor looking for a new home, we would love to explore fit. Leave your details below and someone from our team will be in touch.
      All enquiries are held in strict confidence.

       

       

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