Acumen. Clarity. Purpose. Every step of the way

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.

Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.

FEEL FREE TO REACH OUT. 403-509-0543

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Alternative Investments

Investment Strategies

Portfolio Management

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Fixed Income Services

Cross-Border Services

Get to know Our Team

Tyler Pinder.
Tyler Pinder, MBA, CIM®
Portfolio Manager
Tate Pinder.
Tate Pinder, MBA, CIM®
Portfolio Manager
Mitch Mastel.
Mitch Mastel, CPA, CFA
Financial Advisor
Kara Kolbenson
Kara Kolbenson
Relationship Manager
bio-headshot-brody-robertson
Brody Robertson
Client Service Representative

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

Quarterly Canadian Investment Strategy Outlook

04/25/2024
Watch our latest Client Insights webinar.
Markets & Investing

Talking Taxes

04/24/2024
Listen to our podcast with Sonya Dolguina.
Tax Planning

April 2024: Getting Closer to Rate Cuts

04/22/2024
The first quarter of 2024 was much stronger than expected.
Markets & Investing

Planning for Changes to Taxation of Capital Gains

04/19/2024
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning

2024 Federal Budget Highlights

04/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning

Preparing for Retirement | Non-Financial Retirement Planning

04/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning

Think you do not have a trust filing requirement? . . . Think again!

04/01/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning

Insights and Strategies

04/01/2024
This month we look at the housing market in Canada, and specifically how interest rate hikes have put pressure on affordability, adding to inflation pressures.
Markets & Investing

2024 Income Tax Update

03/28/2024
Watch our latest Client Insights webinar.
Tax Planning

2024 Ontario Budget Highlights

03/28/2024
On March 26, 2024, Peter Bethlenfalvy, Minister of Finance tabled the 2024-25 Ontario budget.
Tax Planning
Background Rotating Sphere Pattern