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
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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

Insights and Strategies

11/06/2024
Striking the Right Balance.
Read
Markets & Investing

Quarterly Market Update: US Election Edition

10/23/2024
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing

October 2024: Attempting to Stick the Soft Landing

10/22/2024
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Read
Markets & Investing

Save taxes by timing donations strategically

10/15/2024
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Read
Tax Planning

Save taxes by donating securities in your "HoldCo"

10/15/2024
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Read
Tax Planning

Save taxes by donating securities "in kind"

10/15/2024
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Read
Tax Planning

Insights and Strategies

10/01/2024
Do U.S. Elections Affect Canadian Markets?
Read
Markets & Investing

The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)

09/25/2024
Listen to our podcast with Neela White.
Listen
Retirement & Estate Planning

The Family Cottage

09/19/2024
What to consider in your succession plan for the Family cottage.
Read
Retirement & Estate Planning

Life Stages and Events: Where Insurance is a Strategic Wealth Solution

09/19/2024
Check out our latest Client Insights webinar!
Watch Video
Life Events, Lifestyle & Technology
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