We Welcome Referrals – The Right Kind of Referrals

In our experience, we have found that determining a “good fit” is always the most important feature in a successful Client / Portfolio Manager relationship.  While portfolio size is not always the most important determinant of whether or not we accept working with a new client – the “fit” of that client certainly is.  And, simply put, learning to see if there is a fit starts with a simple conversation.  To see if there is a fit, we would love to hear from you – call us at 780-970-5302 to set up a 15 minute consultation.

Your time is valuable.  If we speak, and there isn’t a great fit, we’ll make you a promise that we will recommend a good fit for you within 24 hours.