Managing Your Portfolio

 

We manage your portfolio. It is not enough to buy and sell investments. Our role is to manage a portfolio that is diversified across asset classes and sectors and to mitigate risk and maximize opportunities over a full business cycle.

 


 

Building Wealth

 

We empower you to reach specific goals by establishing long-term financial growth. 

Wealth creation is probably the most fundamental function that we have - there is no managing or planning without financial assets. The world is overflowing with "investment opportunities". 

Our role is to know what to buy, when to buy, and when to sell.


 

Planning for the Future

 

We plan your future. It's good to make money, but it's better to make money towards a purpose. We work with you and your family to ensure that your future is secure and prosperous.

 

Recent Posts

What is “Cleantech” and Why is it Important?

Aug 12, 2019 - Delwin Graham

There is an ongoing debate as to whether the cleantech sector constitutes a vast economic opportunity or is simply a “green bubble.”...

Technology Ecosystem in Edmonton – What Does That Even Mean?

Jul 11, 2019 - Eric Brown

I think that we all forget that we’re working towards the same goal of developing technology in Edmonton to benefit us all....

Football Strategies for a Financial Win

Jun 25, 2019 - Gerry Cameron

There are a number of ways to explain investment theories, and I’ve read quite a few. But one that has stuck with me through the years is the theory that you should manage your portfolio like a football coach....