We help families align their wealth with their values. Based in Red Deer and serving Central Alberta, including Calgary, Edmonton, and towns like Olds and Rocky Mountain House, we offer family financial planning designed to bring clarity to complex decisions—and create confidence across generations.

Our clients are often high-net-worth families navigating questions that go beyond numbers. How do we prepare our children for inheritance? How can we support loved ones today while protecting our legacy for the future? How do we keep wealth aligned with what we believe in?

We answer these questions with insight, compassion, and structure—delivering personalized guidance that fits your life, not just your portfolio.

A family hiking on the side of the mountain

Open conversations, clear direction

Planning across generations begins with listening. We create a space where families can talk about goals, expectations, and values. These conversations help shape your family financial planning strategy—from inheritance timing to charitable giving and lifestyle support.

By understanding the full picture—personal, emotional, and financial—we help you build a plan that brings everyone to the table and keeps your family aligned for decades to come.

More than assets—it's about intention

Your legacy is personal. Whether you want to help your grandchildren afford education, support a charitable cause, or create a smooth transition of assets, we build strategies that reflect your vision.

As part of your plan, we’ll guide you through trust structures, estate design, gifting strategies, and more. Every detail is crafted with care, so your wealth protects what matters most—your relationships, your values, and your future.

A little boy running in front of his parents
Family having great time at the backyard while their dad climbing the ladder

Designed for today, built for tomorrow

We take a multi-generational view, ensuring your plan supports your family’s goals now and well into the future. From tax-efficient investment strategies to succession planning, our family financial planning helps preserve and grow wealth in a way that’s sustainable—and aligned with your family’s needs.

Clients across Red Deer and Central Alberta trust us for proactive, responsive advice that feels personal and practical. We’re proud to be part of their lives through milestones, transitions, and every chapter in between.

How we support families

  • Multi-generational family financial planning
  • Estate, legacy, and trust planning
  • Inheritance and wealth transfer strategies
  • Education and lifestyle funding
  • Charitable giving strategies
  • Tax planning tailored to high-net-worth families