Elizabeth Desjardins

Building Relationships

Over twelve years of client confidence has allowed Liz and her team to become one of Southern Alberta's most successful advisory groups.

We help build relationships based on good communication, honesty and transparency.  We put your interests first. Our team is proud to offer a committed, conservative approach for High Net Worth individuals, families and corporations designed to provide strong results. We believe that our effective wealth protection strategies have proven successful for our investors as our portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps Liz with her objective of providing strong and stable growth of your assets in a wide range of market conditions – even during the most challenging economic times.

Our discovery process

We will take you through a unique discovery process that uses behavioral finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you.

Through our discovery process we will build a team of specialists around your specific needs to help achieve your vision of success: Portfolio Management, Investment Advice, Private Banking, Estate Trust Services, Wealth Advisory Services.

Behind the Scenes

Working hard to deliver what matters to her clients is paramount in her practice. Liz has completed the Chartered Investment Manager (CIM®) and Elder Planning Counselor designations.  She also holds the Certificate in Retirement Strategy and is a Life Insurance Advisor with TD Wealth Insurance Services.  

Her passion

Liz finds true fulfillment in helping her clients achieve their financial goals. With a focus on creating a supportive and approachable experience—especially for her female clients—she brings empathy, clarity, and care to every relationship.

Outside of work, Liz loves spending quality time with her husband and hockey-enthusiast son. Together, they escape to the mountains whenever they can, where they enjoy hiking, playing pickleball, and soaking up the beauty of the outdoors.