About SANDSTONE Asset Management Inc
Discretionary investment management and wealth planning services for private individuals, foundations, and families.
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Calgary, Alberta
- Founded
- 2004
- Company type
- Privately Held
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SANDSTONE Asset Management is a Calgary-based boutique wealth management firm specializing in discretionary investment services for high-net-worth entrepreneurs, families (including their estates and trusts), and foundations. At SANDSTONE, we donβt just manage wealth - we cultivate it, supporting clients at every stage. From growing and protecting assets to fulfilling philanthropic purposes, our team walks alongside clients to steward legacies that span generations.
SANDSTONEβs mission is to leverage our intelligent, progressive, and independent investment expertise to preserve and grow our clientsβ wealth. Our global, goals-based approach continuously examines the financial, social, and fundamental matters that shape our world, bringing peace of mind through investments that stand the test of time.
Bottom line: we manage risk, returns, and relationships.
SANDSTONE is regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF). We are proud to be a Certified B Corporation and an Imagine Canada Caring Company.
Specialties
- Investments
- Discretionary Wealth Management
- Investment Management
- Top-Ranking Returns
- Asset Growth
- Global Investing
- Legacy planning
- Financial Planning
- Estate Planning
- Trusts
- Foundations
- Entrepreneurs
- Tax Management
- Portfolio Management
- and Private Equity Fund
Company locations
101 6 St SW, Calgary, Alberta T2P5K7, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 1,681
- People linked to this company
- 7
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Employer category
Other employer
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