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Why Us
Key Areas of Focus
About Us
Our Vision
Our Team
Our Approach
8 Step Client Process
Specialized Wealth Strategies
Integrated Net Worth Model
Investing
Investment Philosophy
Private Debt & Real Estate
Unified Managed Accounts
Other Investment Options
Is My Money Safe?
Insights
Contact
Client Login
Weyburn
Weyburn
Head Office
Mon - Fri 8:30am-4:30pm
1-306-842-0424
Mon - Fri 8:00am-5:00pm
1-877-588-6822
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Home
Why Us
Key Areas of Focus
About Us
Our Vision
Our Team
Our Approach
8 Step Client Process
Specialized Wealth Strategies
Integrated Net Worth Model
Investing
Investment Philosophy
Private Debt & Real Estate
Unified Managed Accounts
Other Investment Options
Is My Money Safe?
Insights
Contact
Client Login
Team / Frame Style
Personnel 3 Columns
Michael Hoffman
CFP, CPCA, RRC
Financial Advisor
1-306-842-0424
[email protected]
Chris Michel
B.Comm, CPA, CA, CFP, RRC
Financial Adivsor
1-306-842-0424
[email protected]
Adrian R. Miller
BBA, CFP
Financial Advisor
1-306-842-0424
[email protected]
Ian Goodman
CFA
Portfolio Manager
[email protected]
Rhonda Porter
Office Manager
1-306-842-0424
[email protected]
Teresa Boyle
Administrative Assistant
1-306-842-0424
[email protected]
Personnel 3 Columns
Without Excerpt
Michael Hoffman
CFP, CPCA, RRC
Financial Advisor
Chris Michel
B.Comm, CPA, CA, CFP, RRC
Financial Adivsor
Adrian R. Miller
BBA, CFP
Financial Advisor
Ian Goodman
CFA
Portfolio Manager
Rhonda Porter
Office Manager
Teresa Boyle
Administrative Assistant
Personnel With Carousel
Michael Hoffman
CFP, CPCA, RRC
Financial Advisor
1-306-842-0424
[email protected]
Chris Michel
B.Comm, CPA, CA, CFP, RRC
Financial Adivsor
1-306-842-0424
[email protected]
Adrian R. Miller
BBA, CFP
Financial Advisor
1-306-842-0424
[email protected]
Ian Goodman
CFA
Portfolio Manager
[email protected]
Rhonda Porter
Office Manager
1-306-842-0424
[email protected]
Teresa Boyle
Administrative Assistant
1-306-842-0424
[email protected]
Divider, Excerpt, Social icon can be disabled
Personnel With Carousel
Michael Hoffman
CFP, CPCA, RRC
Financial Advisor
Chris Michel
B.Comm, CPA, CA, CFP, RRC
Financial Adivsor
Adrian R. Miller
BBA, CFP
Financial Advisor
Ian Goodman
CFA
Portfolio Manager
Rhonda Porter
Office Manager
Teresa Boyle
Administrative Assistant