Welcome! I'm Kevin.

My focus is to help preserve your wealth in a way that works best for you.

Sharing ideas and knowledge that you can use to look after the things that are most important.

Recent Posts

Federal Budget 2017 Tax Highlights

The following link provides a summary of tax highlights based on the 2017 Federal Budget announcement.  Continue reading...

Alberta Provincial Budget 2017 Tax Highlights

The following link provides a summary of tax highlights from the 2017-2018 provincial budget announcement.  Continue reading...

Q4 Compass Portfolio Manager’s Commentary

Portfolio Manager’s Commentary by Gene Hochachka is available for the fourth quarter of 2016. In the year-end review, Gene explains the diverging growth within Europe, the continued strength in the US economy, the state of two solitudes of the Canadian economy, and lastly the long term view on the Compass Portfolios. ...  Continue reading...

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