Independent counsel for families, professionals, and business owners who value discretion, discipline, and the long view.
Every mandate is built around one balance sheet, one plan, and one point of accountability — not a shelf of products.
A living financial plan that connects goals, cash flow, and risk into decisions you can act on with confidence.
Disciplined, globally diversified portfolios built for durability — managed against your plan, not the headlines.
Structuring income, legacy, and continuity so that what you have built passes on precisely as you intend.
Coordinated, year-round tax planning in concert with your accountant to keep more of every return working for you.
We believe wealth is best served by patience over prediction — a plan you understand, held to with discipline through every market.
We begin with your circumstances, your family, and what you want your wealth to accomplish — before a single recommendation is made.
A clear, written strategy that aligns your investments, tax position, and estate into one coherent picture.
Portfolios are built deliberately and cost-consciously, with full transparency on every position and every fee.
Life changes and so should your plan. We meet regularly to keep everything aligned as circumstances evolve.
Measured, independent, and accountable to the families we serve — through six market cycles and counting.
Northcrest has looked after our family for eleven years. They speak plainly, they answer the phone, and they have never once put a product ahead of our interests.”
Leads investment strategy. Twenty-eight years advising Alberta families and business owners.
Heads wealth & estate planning, with a focus on intergenerational transfer and philanthropy.
Coordinates corporate and personal tax strategy across the firm's client mandates.
Oversees relationship management and the firm's quarterly reporting discipline.
The case for staying invested, drawn from twenty-six years of client outcomes across full market cycles.
Read noteThe structuring decisions that matter most, and why they are made twelve to eighteen months ahead.
Read noteA practical framework for family conversations that make wealth transfer smoother and relationships stronger.
Read noteAn introductory consultation is complimentary and without obligation — a candid conversation about your circumstances and whether we are the right fit.