Investment Services and Products

We ask all of our clients to partake in an initial assessment to define their investment needs and objectives, financial circumstances and risk tolerance. Upon completion of this assessment we create a tailored plan of investment products and services for our client. The summary of our primary investment products and services are listed below.

Investment Services

  • Portfolio Management
  • Investment Risk Management
  • Corporate Finance Advisory

Investment Products

  • Public Listed Markets (Fixed Products Income & Equities)
  • Exempt Market Products (Industries Are: Oil & Gas, Technology, and Financial Markets)
  • Alternative Investments (Global Commercial Real Estate)

Licensing and Registration:

Portfolio Manager & Exempt Market Dealer

Financial and Consumer Affairs Authority – Government of Saskatchewan
1919 Saskatchewan Drive
6th Floor
Regina, Saskatchewan
S4P 3V7

Autorité des marches financiers
800 Square Victoria, 22e étage
C.P. 246 Tour de la Bourse
Montréal, Québec H4Z 1G3


National Exempt Market Association (NEMA)
Calgary Office Location
Suite 1020 – 140, 10 Avenue SE
Calgary, Alberta T2G 0R1

Value Add

Please contact us to get more information on how we may add value to your investment objectives.