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HOW WE ARE DIFFERENT
 
  • A proven wealth management boutique successfully offering sophisticated customized wealth management solutions.
  • Leader in Group Benefits in Southern Alberta.
  • Serving Southern Alberta families for over 50 years.
  • Recognized as the premier High Net Worth Advisor in Southern Alberta.
  • Lifetime Members of the Million Dollar Round Table.
  • Independent and unbiased, offering the varied and global strengths of:
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    London Life Capital International Asset Mgmt Inc. Mawer Investment Management
    The Great-West Life Assurance Company Chou Associates Management Inc. Mavrix Fund Management Inc.
    The Manufacturer's Life Insurance Company Clarington Funds Inc. McLean Budden Limited
    The Sun Life Assurance Company of Canada Counsel Group of Funds Inc. Meritas Financial Inc.
    RBC Insurance CI Mutual Funds Inc. Middlefield Mutual Funds Limited
    The Canada Life Assurance Company CIBC Mutual Funds Millennium Bullion Fund
      CIBC World Markets Inc. Northwest Mutual Funds
    WSG Benefit Consultants Ltd. CM Investment Mgmt Phillips Hager & North Inv. Mgmt. Ltd
    Alberta Blue Cross Dominion Equity Resource Fund Inc. Putnam Investments Inc.
      Dynamic Mutual Funds Ltd. Quadrus Group of Funds
    McLean & Partners Ethical Funds Inc. Resolute Growth Fund
      Elliott & Page Limited RBC Funds Inc.
    Quadrus Investment Services Ltd. Evolution Funds Inc. Saxon Mutual Funds
    Accumulus Management Excel Funds Management Inc. Sceptre Investment Counsel Limited
    Acuity Funds Inc. Fidelity Investments Canada Limited Scotia Securities Inc.
    AGF Funds Inc. Franklin Templeton Investments Corp. Sentry Select Capital Corp.
    AIC Limited Guardian Group of Funds Ltd. Standard Life Mutual Funds Ltd.
    AIM Funds Management Inc. Hartford Investments Canada Corp. Stone & Co. Ltd.
    Altamira Investment Services Inc. HSBC Investment Funds (Canada) Inc. Sprott Asset Management Inc.
    Avenue Financial Industrial Alliance Mutual Funds Talvest Fund Management Inc.
    Beutel Goodman Managed Funds Inc. ING Investment Management Inc. TD Asset Management Inc.
    Brandes Investment Partners & Co. Legg Mason Canada Funds Tuscarora Capital Inc.
    Burgeonvest Securities Limited Mackenzie Financial Corporation Zenith Mgmt. and Research Corp.
    Caldwell Investment Management Ltd.    
     
     
     
     
    "Planning Today with tomorrow in mind."
     
    INSURANCE INVESTMENTS GROUP BENEFITS
     
       
      Mutual Funds Provided By Quadrus Investment Services Ltd