JAK PULLEN

Our business is geared towards High-Net-Worth Individuals, Professionals, Foundations, Executives and Business Owners, and has been built exclusively on referrals... Our team works within the framework established within your personal investment policy, while our independent Portfolio Risk Management Group provides an extra level of diligence, regularly monitoring your portfolio to ensure compliance with your investment policy... Financial Planning is an essential part of keeping your finances on track and working towards your goals. We offer financial plans designed for your individual needs, whether you're still working or already retired and whether your financial situation is less or more complex.

Primary location: Edmonton