Based in Calgary, Alberta, we have been serving the Canadian investment and life insurance markets for 46 years.

 

With a proven track record of creating enduring relationships and lasting wealth, we continue to serve our personal and corporate clientele. We are committed to a higher level of education, the pinnacle of customer service, and a passion of ethics, caring and trust. 

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Ryan Ardron  //  Owner, Senior Investment Advisor, Insurance Agent

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With 30 years of financial management experience, Ryan has occupied roles in corporate banking, regional sales management, wealth management and life insurance. Ryan has taught Investment Strategies under the Certified Financial Planning designation at Mount Royal University and has educated Property Management industry professionals at the Canadian Condominium Institute. 

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Dianna Yuen  //  Manager, Client Services Assistant

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With 30 years in tele-communications and wealth management customer service, Dianna excels at providing the very best commitment to clients. Dianna is goal-oriented and task-focused in a manner that places her at the pinnacle of her profession. ​​​​​

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