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!
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