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 us with our 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 Manager, 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 her designation of Chartered Investment Manager, Elder Planning Counselor as well as her Certificate in Retirement Strategy.
Liz likes nothing more than to help her clients achieve their goals with humility and compassion. One area of focus is her female client base whom she strives to make as comfortable an experience as possible.
When Liz is away from work she enjoys spending time with her husband and fifteen year hockey enthusiast son. They enjoy getting away to the mountains to hike, bike or to even walk their golden retriever.