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
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

Q3 Canadian Market Update

10/02/2023
Listen to our podcast with Neil Linsdell.
Markets & Investing

Insights and Strategies

10/02/2023
According to the Canada Mortgage and Housing Corporation (CMHC) update released in September, we will need 3.45 million additional housing units, beyond current build projections, to satisfy affordability needs to 2030.
Markets & Investing

Tips for Canadians Going Back to School

10/01/2023
As the summer days dwindle and the crisp autumn air approaches, students across Canada prepare to return to school.
Retirement & Estate Planning

Financial building blocks: ABC

10/01/2023
As parents we strive to provide the best for our kids.
Retirement & Estate Planning

Estate Planning: A Wise 'Back to School' Lesson for Every Family

10/01/2023
As summer winds down and the air becomes crisper, families gear up for the exciting "back to school" season.
Retirement & Estate Planning

Raymond James Total Wealth Solutions

09/29/2023
Customized, professional, wealth management advice.
Retirement & Estate Planning

Back to School Edition: Bridging the Giving Gap

09/28/2023
The decline in charitable donations is a pressing issue that affects communities at home and worldwide.
Retirement & Estate Planning

Tips And Traps For Canada-U.S. Estate Planning and Administration

09/27/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning

Oil & Gas sector

09/19/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing

The Ins and Outs of the First Home Savings Account (FHSA)

09/08/2023
Listen to our podcast with Ines Iraoui.
The Advantaged Investor
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