Private Equity.  Private Debt.  Real Estate.  Hedged Investments.

In Today’s Low Interest Rate World, We Believe That There’s More to Successful Investing Than Stocks, Bonds and Cash.

Like the world’s top Pension Funds, Endowments, Family Office, and top Investment Teams, we believe that Alternative Investments play an important role in portfolios – helping decrease risk and providing a more consistent portfolio growth. 

Through our team’s extensive experience in working with many of Alberta’s wealthiest families, we have built an expertise in utilizing Alternative Investments to augment our clients’ portfolios.  Through our experience, we believe that certain Alternative Investments can make a portfolio safer, more consistent, and a better fit towards our clients’ goals.