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

Mastering Financial Management

11/24/2023
Managing your finances is crucial in today's economic landscape for everyone seeking to achieve financial stability.
Life Events, Lifestyle & Technology

Advance Care Planning

11/23/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning

How to Protect Yourself from Phone, Voicemail, and Text Scams

11/21/2023
Raymond James uses the latest technology safeguards 24 hours a day, 365 days a year.
Life Events, Lifestyle & Technology

Update from Fixed Income Trading Desk

11/17/2023
Listen to our podcast with Harvey Libby.
Markets & Investing

Assessing Your Debt

11/15/2023
Debt is something that we all have to deal with at some point in our lives.
Life Events, Lifestyle & Technology

How to Develop Resilience for Seniors and Caregivers

11/09/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning

Quarterly Update and Market Outlook

11/03/2023
Watch our latest Client Insights webinar.
Markets & Investing

Insights and Strategies

11/01/2023
Stock market seasonality refers to the patterns in price movements that occur predictably at certain times of the year.
Markets & Investing

Cybersecurity Awareness Month - Secure Our World

10/27/2023
Listen to our podcast with Dave Iverson.
Life Events, Lifestyle & Technology

Real Estate Sector Update

10/20/2023
Listen to our podcast with Brad Struges.
The Advantaged Investor
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