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      Bringing Peace of Mind
      Through Investments That Stand the Test of Time.

      SANDSTONE Asset Management has been a trusted wealth partner for affluent individuals, families, and foundations in Calgary and beyond for over 20 years.

      Whether through financial planning, discretionary investment management, educating the next generation, navigating market volatility, or empowering philanthropy through targeted donation strategies, we walk alongside clients to help them achieve their personal and financial goals. Nothing speaks more to the value we place in relationships than the many families now in their second and third generation partnering with our team.

      LATEST COMMENTARY

      Disruption, Dividends and Durable Income

      March 3, 2026 - 09:00 minutes

      GO TO SANDSTONE SPEAKS

      OUR INSIGHTS

      World News Investments

      Discipline During Times of Disruption

      The past week may go down as one of the most critically important weeks in recent history, yet equity markets didn’t seem to notice. While the futures market was wildly oscillating, if you were only

      Education Investments

      Do You Own Gold? Central Banks Do!

      If you’ve attended any of our OUTLOOK events or listened to our SANDSTONE SPEAKS, you’ll know we’ve long spoken about the shift from a unipolar to a multipolar world order, and what that

      Planning Lifestyle

      I'm Retired... Now What?

      If you retired in 1970 at the age of 65, you would have had, on average, just seven more years to live. Fast forward to today and life expectancy in Canada gives you another two decades after

      Planning Tax

      Generational Wealth Planning and the 21-Year Deemed Disposition Rule: What Budget 2025 Changes

      The 2025 Canadian federal budget introduced significant changes to the taxation framework for trusts, notably tightening rules around the trust-to-trust transfer provisions designed to restrict tax

      “The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.”

      Howard Marks

      OUR SERVICES

      PRIVATE CLIENT

      • Investment and tax management
      • Financial and estate planning
      • Private equity fund

      FAMILY OFFICE

      • Coordinated professional network
      • Simplified tax reporting
      • Personalised education

      FOUNDATIONS

      • Customised capital objectives
      • Not-for-profit fee discounts
      • Full team participation

      Markets are uncertain.

      Your strategy shouldn't be.

       

      Find confidence during confusing times by meeting with one of our wealth professionals.  

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