Trusted Financial Advisors in Calgary

Meet Clinton & the Team

Hi, I’m Clinton, and nothing would make me happier than the chance to show you just how good your life could be with the right financial planning partner.

Let me introduce you to my team. Simply put, we exist to solve financial problems and achieve financial goals.

With over 20 years of diverse financial experience, I lead a talented team offering value-based planning and wealth management strategies designed to empower our clients in achieving the life of their dreams.

Based in the beautiful city of Calgary, Alberta, we guide our clients around the globe by prudently growing and safeguarding their wealth, while simultaneously ensuring they gain a deeper understanding of their financial position and the influences that surround every decision we make together.

Many people like you trust us to deliver on our promises, and you should too!

Let’s get started ensuring lasting financial stability for you and the people you love.

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Our Team

VICE PRESIDENT, INVESTMENT COUNSELLOR

Clinton Rebec

FCSI®, CIM®, MBA

Clinton, a Chartered Investment Manager and a Fellow of the Canadian Securities Institute, leads a client-centered team of Educated Investors. With a commitment to value-based planning and wealth management, he excels in crafting strategies that prioritize clients' financial goals and peace of mind. Clinton embodies his fiduciary responsibility, ensuring every solution is tailored to clients' unique needs while optimizing their financial capacity.

ASSOCIATE

Vlado Cosic

BA-CJ, B. Crim

Vlado joined our team in January 2024, working closely with Clinton Rebec to excel in client servicing and practice management. His extensive background spans over 15 years and his expertise include team leadership, relationship management, legal case management and a firm understanding of strategic fiduciary principles. Since joining, Vlado has significantly enhanced our ability to deliver successful, client-focused solutions.

CLIENT SERVICES MANAGER

Petra Vincent

Since joining our team in 2017, Petra has been essential to our operations and client experience. In addition to providing direct assistance to Clinton Rebec regarding practice management, Petra's role focuses on operational and management support. She ensures smooth administrative functions and a world-class client experience while adhering to our fiduciary responsibilities, prioritizing client interests to help ensure their peace of mind.

Our Philosophy

Investing can sometimes seem like a complex and daunting task, especially if you're not well-versed in the jargon and strategies of the financial world. Fortunately, we keep it simple and straightforward.

Fiduciary Responsibility

You deserve peace of mind, and that’s why we always put your interests first—never ours. It’s not just our promise; it’s our duty as fiduciaries.

Custodian Transparency

We don’t need direct access to your accounts to do our job. Our custodians, such as National Bank, hold your accounts so you remain safe, secure and always in control.

Stock vs. Product Ownership

As your portfolio grows, we help you look beyond mutual funds and ETFs, eliminate extra fees and explore the benefits of owning individual stocks.

Tax Optimization

As life changes, tax strategies become critical. We help you make every dollar count with plans that avoid unnecessary fees and costly tax penalties.

Certified Wealth Management

Our PMAC Certification (Portfolio Management Association of Canada ) showcases the highest level of education and experience in our field.

Policy Alignment

We use your personalized Investment Policy Statement to guide every decision we make, ensuring a comfortable approach to achieving your unique goals.

Serious Wealth vs. Risk Capital

The best of both worlds means trusting us to manage the majority of your net worth, while you dabble in the markets on a smaller scale, confidently.

Strategy as Your Compass

Achieving financial goals is like planning a road trip. You could wing it, but having a map and a plan ensures you get there quicker and get more out of it.

Common
Sense Investing

We never take our clients’ trust for granted.

We feel fortunate to be trusted as stewards of your wealth, and lean on four tried-and-true approaches to client services that ensure everyone remains comfortable, and confident.

Commitment

Our commitment to every client we serve is to craft custom tailored solutions that you understand and that remain laser focused on your goals, so you can trust us to secure your future.

Consideration

We take the time to truly understand you, your unique world and your future goals before providing a personalized roadmap that showcases our due diligence and strategic consideration.

Collaboration

As a family fiduciary, we collaborate with external partners to maximize all areas of your finances, and keep that same spirit of collaboration alive with our clients; ensure you always feel involved and informed.

Communication

We provide exemplary reporting to ensure you understand what you own, and how it works to achieve your goals. And we are always available to answer questions, offer support, and talk strategy.