Our Values
Services we offer
Meet the Team
J Town MBA, Med, CSC
J has lived in central Alberta for nearly twenty years. He spends his free time teaching at the local college and spending winter at the rink, and summers golfing and spending time at the lake.
New Clients
joining us is easy!
“The best time to plant a tree was 20 years ago. The second best time is now”
Courses
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Disclosure:
Investment Management is provided by —— All other financial services are provided by —-. —- of — and — are separate legal entities and as such you may be dealing with more than one entity depending on the services and products discussed.
— is an investments trade name of —. — is regulated by the Canadian Investment Regulatory Organization (CIRO.ca) and a Member of the Canadian Investor Protection Fund (CIPF.ca). Investment products are provided by — and include, but are not limited to, stocks, bonds, mutual funds, and exempt market securities. — and their respective investment advisors are registered to provide investment advice and solutions to clients residing in the provinces of BC, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Yukon, and Nova Scotia.
Any advice which may be given in respect of non-securities services is given by — solely and no such advice is given in their capacity as a registrant of —. Canadian Investor Protection Fund (CIPF) coverage is available to CIRO Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, —is not providing and does not supervise any of the above noted activities and you should not rely on — for any review of any non-securities services provided by —.
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