Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Values in action (3)

Enjoying an evening of music outdoors

Another Tuesday filled with purpose and possibilities

 Oct 01, 2026 |Kristi Owens

When a client comes into our office to talk about "retirement", they expect the conversation to focus on money and how to pay for their retirement years.

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group

Our Mission is Simple

 Mar 30, 2026 |Kristi Owens

We will impact the world, one family at a time by helping people build a financial foundation so they can achieve financial freedom, which ultimately leads to the financial footprint that will define their legacy impact.

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Edmonton - Global Insight 2026 Outlook Canada

Global Insight 2026 Outlook: Canada

 Dec 02, 2025 |Matt Altro, CFA & Brett Feland

We recommend focusing on stocks with quality characteristics and would add more duration to government bond exposure.

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