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Contact Us

Contact Us

We are a financial services firm serving individuals and families in the Calgary area. Please use the form below to contact our office. Our goal is to respond to all inquiries within 24 hours or sooner.

By submitting your email address, you are providing us with your express consent to send you commercial electronic messages related to services that may be of interest to you. Should you wish to discontinue receiving emails from our office, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded; it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on our commitment to privacy and responsible use of information, please see our Privacy Policy page.

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What Our Clients Say

Shafik has been successfully handling our investments since 2011. He has been very helpful and patient with us and our portfolio has evolved and grown over time. We look forward to working with Shafik to harvest our investments as we transition into Retirement.

Don & Linda

We have been working with Shafik for a couple of years now. We are grateful to have found a fantastic advisor whose investment philosophy fits with our financial goals and who approaches risk with a business mindset. It’s been a great relationship and we appreciate his financial insight.

Maritin & Julie