Our vision

Donna Johnson: Experience, diligence and intuition

The education I gathered while obtaining my MBA coupled with several years’ experience working in venture capital have helped me to develop an innate sense of investing. I know how to identify good companies and analyze their potential as investment opportunities; how to size up market and sector influences; and how to construct a well-diversified, balanced portfolio based on proper asset allocation.

Katherine Perez: A balanced approach to wealth management

The core of my practice is helping clients to achieve long-term asset growth through a disciplined, conservative wealth management approach. My unique strength is striking a wise balance between this and an exploratory component of pursuing unique opportunities from among the small cap and early stage companies that proliferate in and around Calgary, for the profit potential they bring my investors. My BA in Communications and several years’ experience working in the media have helped me to develop a skill for asking the right questions, which helps me get to know my clients, their needs and their investment preferences.