Contact Us

David Williams CFP, CPCA

Certified Financial Planner
Certified Professional Consultant on Aging
Investment Funds Advisor       


Tel: 403-250-3816

Tel: 403-243-2390

Toll: 888-544-5227

Fax: 403-243-3486



Tracey Minshull

Office Manager

Tell: 403-243-2390

Toll: 888-544-5227

Fax: 403-243-3486



Office Address

210, 10836 - 24th Street SE

Calgary, Alberta

T2Z 4C9


Take Deerfoot Trail Southbound to the 24th Street SE off ramp.  Continue on 24th Street through the 114th Ave SE intersection and turn right just past Tim Hortons into the Douglasglen Business Center parking lot.  There is plenty of Visitor Parking available, as well as our private stalls numbered 210 located at the back of the building.

New Office Space.png

Website Design For Financial Services Professionals | Copyright 2019 All rights reserved