Private Wealth Management
Wealth Management Built for High Achievers
Personalized financial strategies for physicians, high earners, and business owners who demand more from their wealth.
Calgary-based. Independently operated. Fiduciary-minded.
What We Do
Comprehensive Wealth Services
Wealth Management
Customized portfolio strategies built around your goals, risk tolerance, and tax situation.
Financial Planning
Comprehensive plans that align every financial decision with your long-term vision.
Insurance & Estate
Protection strategies that safeguard your family and preserve your legacy.
Corporate Planning
Strategies for business owners and incorporated professionals to maximize after-tax wealth.
Why OneSixty
A Different Kind of Advisor
Specialized Expertise
Five professional designations and a deep focus on high earners, physicians, and business owners. We understand your unique financial challenges.
Evidence-Based Approach
Investment decisions grounded in academic research and data — not hunches or market noise. Disciplined, systematic, and transparent.
Complete Transparency
Clear fee structures, regular reporting, and honest communication. You'll always know exactly what you're paying and what you're getting.
Professional Designations
Click on any designation badge to view credentials
Ready to Take Control of Your Wealth?
Personalized financial strategies built around your unique objectives, timing, and legacy goals.