We offer two distinct and mutually exclusive services to bridge the gap between tax planning and investment strategies. There are significant advantages and synergies to be had by Shane being both a Chartered Professional Accountant with CPA Canada as well as a Registered Dealing Representative with the Alberta Securities Commission.

Please note each of the following services are offered independently and are compliant with the associated regulatory body. 


Please select from the following business lines by entity and regulatory body for information on the services provided.