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Meet Our Advisors

Financial advice should be based on what's proven; not what's "on trend." With over 80 years of combined industry experience, we know what it takes to get you where you need to be, without the fluff.

Glenn Freeland

Glenn Freeland

Owner & Principal | Financial Advisor

Strathmore, Alberta

A Straightforward, Simple and Effective Approach to Your Finances

Phil Walker

Phil Walker

Financial Advisor

Calgary, Alberta

Money is Not Everything, but Everything Involves Money!

Blair Foster

Blair Foster

Partner | Financial Advisor

Lethbridge, Alberta

Balancing Wealth with Well Being

Mitch Wainman

Mitch Wainman

Financial Security Advisor

Calgary, Alberta

Shane Laderoute

Shane Laderoute

Financial Advisor

Surrey, British Columbia

A Trusted Advisor for Your Family and Business's Financial Future

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