Experienced Guidance - More Confident Investing


Your Financial Clarity Starts Here

Having an experienced investment manager can help simplify the complexities of your wealth, and it can also help simplify your life.

Based in Sherwood Park, Alberta, we help our clients navigate their financial journey through a disciplined process and investment choices tailored to their goals, time frame, and risk tolerance. Our approach is designed to uncover opportunities that make managing your wealth easier and more effective.

We can provide you with investment services and guidance that make the most sense for you and your family. We’ll also be there to help you each step of the way as you pursue your personal financial goals.

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Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Get to know Our Team

Sam Yau
Sam Yau, CFP®, FMA, CIM®, FCSI
Senior Wealth Advisor
Corina Grue bio headshot
Corina Grue, CFP®, Bachelor of Arts
Wealth Advisor Associate
Jill Rich bio headshot
Jill Rich, Bachelor of Kinesiology
Investment Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
An investment in knowledge pays the best interest.
Benjamin Franklin

Information & insight

Review the latest Insights and Strategies.
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Markets & Investing
Trump turns up the heat on Canada, raising tariff threat to 35%.
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July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.
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In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
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Retirement & Estate Planning
Protect your family and your legacy.
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Retirement & Estate Planning
Preparation today secures tomorrow.
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Retirement & Estate Planning
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Life Events, Lifestyle & Technology
Trade war skirmishes continue.
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Fast takes on market trends.
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