The world is changing quickly.

Protect Your Financial Independence.

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 – July 9th @ 7PM MST

Featured Webinar

How to Set Your Next Generation on the Path to Financial Independence

Since World War 2, the plan was simple: work hard, eliminate debt as fast as possible, save and invest wisely, enjoy retirement and pass on whatever is left. For younger generations, it’s a world that feels further out of reach than it did for their parents in today's challenging reality: high inflation, sluggish wage growth and the high cost of a first home. Raising children on a single income is unrealistic for most. So, what’s the best approach to getting your children on their own path to financial independence? The answer is unique to each family’s situation and we can help. We'll discuss shifts in attitudes for wealth transfer, supporting independence vs. dependecy, "giving while living" and much more.

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

The New World Disorder – Protecting Your Family’s Wealth When Politics Hits Your Portfolio

A market correction of some magnitude is coming. The only real question is whether you'll be ready — or left exposed. The S&P remains highly concentrated, with the most anticipated IPO's in a generation (SpaceX, Anthropic & OpenAI) poised to skew it further. The full consequences of war in the Middle East are yet to be felt. Closer to home, Alberta is at a defining crossroads and Canadian families are being squeezed from every direction. Join us for a frank conversation about what's unfolding — locally and globally — and what you should be doing to protect your family's financial future.

Allocating Capital: Our Portfolio Playbook Amidst Political Uncertainty

2025 was another great year for equity investors, but how long will it last? Just when you thought the world couldn't get any more unpredictable we have independence movements picking up steam in Canada, global restructuring, acceleration of AI and imminent war. What should investors do? In this webinar we'll discuss key short and long term risks, how to manage risk and find opportunity, discuss the commodity super cycle and common portfolio mistakes to avoid.

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?