We know choosing an advisor isn’t easy. We can make it easy.

We invite you to meet our team.

We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.

Trixie Rowen

10060 Jasper Avenue
Suite 2300 – Scotia Place Tower 1
Edmonton, AB T5J 3R8
T: 780.414.2500 // F: 780.414.2599

Taylor Cooper

8005 Emerald Drive #828
Sherwood Park, AB T8H 0P1
T: 780.414.2552



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Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt