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 – June 9th @ 7PM MST

Featured Webinar

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.

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

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?

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. Andrew Ruhland interviews 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.