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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?
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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 / Thumbnail Style
Personnel 2 Columns
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
Without Space
Personnel 4 Columns
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
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
Without Space
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