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Image by Jess Bailey

Let's get your finances organized together.

Image by Patricia Prudente

OUR MISSION

Ultimately, we want to give our clients the confidence to enjoy life today while feeling secure for their future. We strive to make complex financial decisions easier and make life in general a little brighter for our clients by providing a warm and welcoming experience.

WHAT WE ARE

We are a boutique financial planning and investment advisory company located in Northwest Calgary. We utilize an independent brokerage model provided by IA Private Wealth Inc.

WHO WE ARE

Susan J. Brown is the principal advisor and is a registered  Investment Advisor with IA Private Wealth. She has local support staff in addition to support services from IA Private Wealth.

OUR CLIENTS

We offer services to all families but specialize in working with entrepreneurs and their families.

WHAT WE OFFER

We offer ongoing wealth management services along with financial planning, cash flow planning, tax and estate planning.

WITH OVER 25 YEARS IN FINANCIAL SERVICES + 5 PROFESSIONAL DESIGNATIONS, YOU CAN TRUST US TO GET IT RIGHT!

Find out how we could help you and your family.

Patient & Professional

"Over the past several years Susan Brown has respectfully patiently, and professionally guided our investment portfolio."

F. and W. Hleucka

Calgary, Alberta

Integrity & Honesty

"Over the past 16 years, Susan has always given me and my family exceptional services. She operates her business with integrity and honesty which makes us feel confident that she is always working in our best interest."

M. Jina

Calgary, Alberta

Passion & Energy

“I think what Susan provides goes well beyond financial planning and I appreciate the passion and energy that you bring to me as a client. Trust is faith based in evidence and I have a lot of trust in you since the time we worked together and that is invaluable”

C. Mogdan

Calgary, Alberta

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