Investment Management

What Is

Investment Management

The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a long-term disciplined approach, protecting investments and doing away with unnecessary risk. Only once we understand your objectives, attitudes toward risk, return expectations and time horizon can we then calculate the rate of return needed to meet your objectives and determine the best portfolio strategy and investments for you. 

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who we are

Meet Our Team

Frederick Montilla <small>EPC</small>

Frederick Montilla EPC

Investment Advisor
Sam Argote

Sam Argote

Associate Investment Advisor
Melody Alvarez

Melody Alvarez

Sales Assistant
Christine Matic

Christine Matic

Executive Assistant
Get In Touch

Contact Details

If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.

5100, Suncor Energy Centre West Tower. 150 6th Ave S.W., Calgary, Alberta, T2P 3Y7

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