Meet Our Team
This year marks our team's 32nd year of business. Over those years, we have provided financial planning services to our clients on an individual basis, recognizing that each and every client is unique and has exclusive needs.
Our firm is an independent investment and financial planning firm with clients throughout Saskatchewan, Alberta and British Columbia. Our independence is important to us and helps to provide our clients with the best advice using an unbiased approach.
What this means to our clients is that rather than offering in-house products, we act as a broker to many different investment, banking, and insurance companies.
We believe in and work according to the following professional code of conduct:
- To act in the best interest of our client, making every effort to provide objective and impartial recommendations regarding your specific financial needs. Acting in a conscientious, timely and trustworthy manner is of utmost importance to us.