Investment Advice
Centered Around Your Goals
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. Vincent 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 individuals and families looking for more personalized service. We often work with multiple generations within the family at the same time to make the wealth transition easier at all stages of life.
We also have extensive knowledge in working with entrepreneurs and family owned businesses!
WHAT WE OFFER
Our investment management services are centered around comprehensive and ongoing Financial Management and Retirement Planning services.
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 Vincent 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