ALBERTA ROOTS. GLOBAL REACH. LIMITLESS POSSIBILITIES.

A full-service advisory firm delivering customized financial solutions across key sectors.

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Your dedicated partner.

Access holistic corporate and capital markets advisory services combined with robust financial solutions to support your business. Our team understands your strategic goals and will support you as you achieve them.

About us

A track record of successful deal execution

May 2025- North American Construction Group
Joint Bookrunner
CA$225,000,000
North American Construction Group
Senior Unsecured Notes
May 2025
June 2025- Keyera
Co-Manager
CA$2,070,044,505
Keyera Corp.
Subscription Receipts
June 2025
June 2025- Telus
Co-Manager
US$1,500,000,000
TELUS Corp.
Hybrid Notes
June 2025
June 2025- Whitecap Resources
Joint Bookrunner
CA$300,000,000
Whitecap Resources Inc.
Senior Unsecured Notes
June 2025

Recent Institutional Equity Research insights

Post Election Take: Energy Sector

April 30, 2025 - A Minority Liberal Government, Nothing New for Energy

Post Election Take: Diversified Industries

April 30, 2025 - Policy Implications for Our Space

Post Election Take: Growth & Innovation

April 30, 2025 - Shot in the Arm Could “Flow” Post Election

Our expertise

Delivering comprehensive financial and advisory services to help clients grow, evolve and succeed.

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Investment Banking

An experienced team providing strategic advisory services across key sectors with a proven track record of success.

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Corporate Banking

A solutions focused Corporate Banking team offering customized financial solutions and industry tailored advice.

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Fixed Income, Currencies & Commodities

Global markets expertise in Debt Capital Markets, Leveraged Finance, Credit, Rates, FX and Commodities.

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Equities

Access custom investment opportunities for institutional clients in traditional and high growth sectors.

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Institutional Equity Research

A holistic view of the sectors driving our economy and the tools to realize investment opportunities.

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Industry Expertise

A deep level of expertise and strong commitment to key sectors across Canada and the U.S.

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Your financial and advisory partner.

Accelerate your strategic growth with the support of our dedicated team.