Home
Why Us
Key Areas of Focus
About Us
Our Vision
Our Team
Our Approach
Multilayered Approach
Specialized Wealth Strategies
Integrated Net Worth Model
Investing
Investment Philosophy
Private Debt & Real Estate
Unified Managed Accounts
Other Investment Options
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
Client Protection
Customized Solutions
Schedule a Call
Home
Why Us
Key Areas of Focus
About Us
Our Vision
Our Team
Our Approach
Multilayered Approach
Specialized Wealth Strategies
Integrated Net Worth Model
Investing
Investment Philosophy
Private Debt & Real Estate
Unified Managed Accounts
Other Investment Options
Insights
Contact
Client Login
Team / Thumbnail Style
Personnel 2 Columns
Michael Hoffman
CFP, CPCA, RRC
Financial Advisor
Chris Michel
B.Comm, CPA, CA, CFP, RRC
Financial Adivsor
Ian Goodman
CFA
Portfolio Manager
Rhonda Porter
Senior Administrative Assistant
Teresa Boyle
Administrative Assistant
Without Space
Personnel 4 Columns
Michael Hoffman
CFP, CPCA, RRC
Financial Advisor
Chris Michel
B.Comm, CPA, CA, CFP, RRC
Financial Adivsor
Ian Goodman
CFA
Portfolio Manager
Rhonda Porter
Senior Administrative Assistant
Personnel With Carousel
Michael Hoffman
CFP, CPCA, RRC
Financial Advisor
Chris Michel
B.Comm, CPA, CA, CFP, RRC
Financial Adivsor
Ian Goodman
CFA
Portfolio Manager
Rhonda Porter
Senior Administrative Assistant
Teresa Boyle
Administrative Assistant
Without Space
Personnel With Carousel
Michael Hoffman
CFP, CPCA, RRC
Financial Advisor
Chris Michel
B.Comm, CPA, CA, CFP, RRC
Financial Adivsor
Ian Goodman
CFA
Portfolio Manager
Rhonda Porter
Senior Administrative Assistant
Teresa Boyle
Administrative Assistant