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421 7th Avenue SW, Suite 3000 Calgary, AB T2P 4K9

The problems with the
traditional approach

Pushing products instead of maximizing wealth

Inefficient investment portfolios consisting of just stocks, bonds, mutual funds, and/or ETFs

Missing tax-optimization and financial planning opportunities

High fees, commissions, and unclear fee structures

We were tired of the disconnect and impact on Canadian families and businesses.

So we set out to change it.
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