For over 20 years, we have provided integrated financial investment services and advice to grow our client’s wealth and help them achieve long-term success. We are large enough to deliver this breadth and depth of advice, but small enough that you get direct access to our senior advisors.
We hope OUR passion for what we do will let you concentrate more effectively on YOUR passion.
Meet our team:
|Don Nilson, B. Comm., M. Sc. (Bus. Admin.), CPA, CMA, FCMA, CFP, TEP, Fellow of FPSC™, Life Member CMABC|
|Don oversees the day-to-day management of both firms. His primary focuses are business advisory services, corporate and personal tax, investment management and business year-ends. More info …|
|Gary George, B.A., CIM – Manager – Investor Services|
|Upon graduating from the University of Alberta in 1983 with a Bachelor of Arts in Economics, Gary immediately entered into his career in the Canadian capital markets. More info …|
|Hunter Le Blanc, CPA, CMA, BBA|
|Hunter completed his BBA in Accounting – with Honours from NAIT in 2011. After graduating, he worked in foodservice distribution for 4 years, focusing mainly on financial accounting and reporting. More info …|
|Marilou has worked as a Controller in the travel industry for 17 years. She joined us in 2008 to work part-time helping us with our corporate clients’ bookkeeping needs.. More info …|