We are an independent financial planning office located in a beautiful heritage building in the heart of historic downtown Lethbridge. We offer innovative and comprehensive planning for people of all walks of life.
Stressing an approach to fully understanding what is important to you, your family and your business, we provide vehicles to help you realize your financial dreams and eliminate your financial fears.
Your financial solutions should be as unique as your life.
Brenda Masse CFP B.Comm
Perry Mirkovich CFP BA B.Ed.
Our architectural award winning office is centrally located in downtown Lethbridge close to shopping, restaurants, art venues and public spaces.
Completely refurbished, this attractive location also acts as an art gallery where we have hosted numerous successful exhibits for students of the Faculty of Fine Arts from the University of Lethbridge and also for local artists.
Our collaboration with these talented people has been recognized by the Allied Arts Council in presenting us with the prestigious Award for Excellence, Outstanding Support for the Arts award.