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You work hard to grow your wealth. Our proactive investment managers and advisors are dedicated to help you maintain your lifestyle and build a legacy.

UPCOMING WEBINAR – OCT 14TH @ 7PM MST

Featured Webinar

Dancing Near The Door: Preparing For The Next Correction

After the Liberation Day market flush, equities have been very robust. Everyone likes to see their portfolio grow but as the saying goes, "Offense Sells Tickets, Defense Wins Championships". Amid the current market euphoria the principles of Mass Psychology are predictive. This webinar will focus on asset classes, sectors and regions that continue to offer upside potential, as well as the factors that are preparing us for the next correction and how to navigate these challenges.

Andrew H. Ruhland, CFP

Our Founder–

Expert on the Money Talks Podcast

Meet our founder Andrew H. Ruhland, a well-respected industry veteran and regular guest on the Money Talks podcast. Andrew’s insights on investing, markets, the economy and personal finance, coupled with nearly three decades of experience, make him a trusted resource in the financial business.

The Integrated
Wealth Planning Process

Your wealth plan is about more than your portfolio; it’s about the Life Goals that flow from your Values, Beliefs and Priorities. Our process revolves around what is most important to you and your family.

Featured Videos & Webinars

Debunking The Doom: The Case For Optimism In 2025 & Beyond

The Financial Media has painted a bleak economic picture, and stoked panic selling followed by panic buying. Geo-political risks definitely persist, government debt continues to grow and regional polarization in Canada is surging. But numerous leading indicators are pointing to a sustainable market recovery. In the webinar we’ll discuss Trump’s tariffs; the shift toward a new world order; signals that could suggest continued strength and opportunities this year; and a primer on the Alberta separation movement and potential for constitutional reform.

Estates Gone Wrong: The Importance of Comprehensive Estate Planning

Estate planning is a vital process to safeguard your legacy and shield your loved ones from unexpected challenges. Even with the best intentions, without the right strategies and support, things can go off track. We’re thrilled to welcome Ellie Muir from Clear Estate as our guest speaker. During the webinar, Ellie will delve into real-life estate planning pitfalls and offer practical advice on how to avoid them. She will also address a key question when drafting a will: Who will be my executor? And should I consider a 3rd-party estate administrator to settle my estate?

IWM Big Picture Podcast: Michael Campbell Unscripted

For 30+ years, Mike Campbell has been a prolific, independent and sensible voice on the economy, investing, finances, government policy. Mike’s aimed to inform and empower Canadians to protect and grow their capital. He's best known for his show, MoneyTalks. On June 18th @ 11AM MST Andrew Ruhland will interview Mike Campbell to get an unscripted take on the markets, politics and our media landscape. Plus, listeners will get to know the man behind the mic on a more personal level. We’ll wrap up with a live Q&A.