Trust Services

You’ve worked hard to build your estate. Now it’s time to preserve it.

Our trust services can help you accomplish specific financial goals in the way you intend, whether it’s passing on assets to heirs, establishing a fund to support loved ones, providing for children with disabilities, or helping you with incapacity planning.

The attention your legacy deserves

As your advisor, I will work with one of our trust officers to manage your assets through the eyes of a professional with in-depth insight into your full financial picture. Our trust services team offers a breadth of services, education and support to help you address your estate planning needs and move toward your future with confidence. With specialized expertise, our trust officers can provide a full suite of trust services to help safeguard your legacy and ensure the wishes you have expressed in your will are realized.

Selecting the right executor, trustee or attorney are among the most critical decisions you will have to make. Let us know if you would like more information about trusts, estate administration and powers of attorney for property services, and to determine if our trust services are the right fit for you.

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.

Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/Socially Responsible Investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.