Contact us now: 403.837.9344

Who We Are

We are a team of trusted, credentialed professionals who support you by creating customized planning to fit your life.
Whether you are a budding professional, or established in your career, we manage and care for your finances as thoughtfully as we do our own. Our process is holistic, affording the ability to match you with the right solutions by understanding your short and long-term financial needs.
Your finances are personal; they are the driving force behind your goals, sustaining your day-to-day and your future. Trust your financial planning to someone who is invested in this delicate balance, and is dedicated to building a relationship, for life.

Our Team

ADRIAN GEORGE

CFP, CLU, TEP, FCSI
President

CHRISTOPHER GEORGE

CFP, CLU, TEP, CHS
Director, Advanced Planning

STACIA SKAPPAK

B.Sc (Hons), P. Geol.
Director, Geoscience Planning

MARC SCHOUTEN

CFP, CHS, B. Comm
Certified Financial Planner

CHYANNE HODGSON

BA
Financial Planning Specialist

RAFAEL TALAVERA

RRC
Financial Planning Specialist

AMY LOWE

Life License Qualified Practitioner
Excecutive Assistant

FAVOUR MULERA

 
Administrative Assistant
Ready to find out how you can put our expertise to work for your finances?
Connect with us for a complimentary consultation.
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Our Trusted Partners

RYAN M.P. SEWCHUK

Greenfields Law


RIAZ S. MOHAMED

MMCA + Associates


DEANE THOMAS

MMG Mortgages