For a short summary of who we are and what we do, please:
Professional, independent, unbiased wealth management advice on a fee only basis.
  • Jordan Wilson, CFA, CPA, CA, CFP has over 20 years professional experience dealing in all areas of personal and corporate finance.

    Based in Saskatoon, Saskatchewan, we provide comprehensive wealth management services in personal financial planning, investment advisory, and small business treasury functions.

  • Working solely in the best interests of our clients, we provide professional independent and objective advice.

    We operate on a fee only basis.  We do not receive compensation from third parties. Like your lawyer, accountant, or physician, we work directly for you, in your best interests.

“Investing is not nearly as difficult as it looks. Successful investing involves doing a few things right and avoiding serious mistakes.”  John C. Bogle