Investment Management and Consulting

Creating investment strategies to enable you to enjoy your financial lifestyle goals


We’ll help you

invest to achieve your financial goals.

  • Investment Management Services

    • Develop an individually tailored strategy to meet the financial goals and risk tolerance of our clients by providing guidance on suitable assets, investments, strategies and allocation
  • Consulting Services 

    • Business and Strategy Planning: Considering starting a business? Currently operating your own business? Or planning an exit from your current business? Talk to us.
    • Oil & Gas Royalties: Clients who currently have, may inherit or are considering purchasing oil & gas royalties
    • Risk Management: Review your exposure to major risks that could have significant adverse impacts on your financial plans, such as premature death, disability, property and casualty losses
    • Estate Planning: Create or update existing estate plans and partner with your tax professional to minimize or avoid future estate taxes by implementing appropriate investment and estate planning strategies