We partner with successful individuals, families and business owners who expect excellence and have made a firm commitment to achieving it in their own lives. We serve as our clients’ as financial advocates, striving to organize and simplify life in such a way that it maximizes their family’s enjoyment of their wealth now and in the future.

We enjoy sharing what we have learned about creating wealth with others. It is our job to bring value in a quantitative a way to clients.

Syd Duffill

Syd has been in the financial services industry since 1997,  working with individuals, families and business owners to develop customized plans and strategies to build and manage their financial wealth and security.

During 2007 to 2009 he provided leadership and mentorship for a team of Consultants at Investors Group Financial Services Inc.

Syd himself was awarded T.O.P. recognition with the company for successfully building his team of strong, successful Financial Consultants. Syd enjoys sharing what he has learned about creating wealth with others and was happy to provide exceptional training and development for new Consultants as well as mentorship for established Consultants.

Syd strongly believes that

            • Comprehensive Financial Planning is not just about investments.
            • Wealth Management also incorporates risk and tax minimization as well as succession planning.
            • The key to creating and maintaining wealth involves keeping on top of the times and professionally managing portfolios beyond what fund managers do.
            • The ultimate measure of his success is his client’s success.

He adds another layer of safe investment strategies in these volatile times by incorporating unique and creative strategies that capitalize on the current market conditions and is constantly thinking outside the box for appropriate investments that lower risk and increase reward.

Syd lives just outside of Calgary with his wife Sylvia and their three children. The entire Duffill family enjoys the outdoors and spending time with family and friends. In his spare time Syd enjoys motor biking, travelling and reading a good book.

“I take great pride in the success of clients and have great enthusiasm and passion for what I do.  I look forward to building on my strong relationships with clients.”

 

Sylvia Duffill 

CERTIFIED FINANCIAL PLANNER®

Sylvia has been working as a Financial Advisor since 2007 providing comprehensive financial planning for clients.

Prior to 2007 Sylvia spent 15 years as a Registered Nurse providing professional leadership in a variety of health care environments, including ethics, rehabilitation, sub-acute medicine, palliative care and service/program development. She ended off her nursing career as the Executive Director of the Calgary Victorian Order of Nurses (VON Canada).

She knows that today, good financial advice is more important than ever. Sylvia believes that building long-term relationships with clients is the best way to help them and their family to explore the financial options that are best for them at each stage of their life.

Sylvia enjoys traveling and spending time with Syd and their three children. In her spare time she enjoys gardening and dreaming about the family’s next travel adventure.

“I take great pride in the fact that clients depend on us to take care of their financial needs and I do not take that kind of responsibility lightly. I look forward to many more rewarding client relationships.”