Keith McDonald


“We do so much more than manage money.”

With these words, Keith McDonald is referring to his firm’s mission statement:  We go far beyond the numbers, to support you in every facet of your financial life. It’s about being there when clients want to talk about all manner of financial issues affecting their lives. It’s about taking their financial well being personally. 

It’s about vigorous preservation and protection of what matters most to them, because financial safety is paramount.  

A graduate of Memorial University of Newfoundland, Keith has lived in Calgary since 1997. He began his career with London Life and now and has more than 20 years of experience in the financial planning industry.  He works very hard, listens with great care, is extremely capable and believes that the ultimate accomplishment is earning clients’ trust.

Keith McDonald, CFP®

Financial Advisor

Julie Thomas

Financial Advisor

Julie has been in the Financial Services industry since 1999.  She believes nothing is more personal than a family’s wealth and wellbeing.  In her former life, she worked for an Investment Firm and a Canadian Bank.  This experience has helped her understand the needs of  clients from many different perspectives.  She wants to know clients’ aspirations and how they want to live life to the fullest.  Forever a conservative investor, she regards safety and security as a very important aspect of the wealth planning process. 


Julie graduated from the University of Manitoba with a Bachelor of Commerce degree and has lived in Calgary since 1996.  Her passion is talking with clients to make sure she understands them fully. She wants to earn their trust and be the first call when something changes in their life.

Maurice Walch

Senior Wealth Advisor

Derrick Yee

Senior Wealth Advisor

Sarah Long

Administrative Assistant