Ridgeline Advisory Partners was founded in 2010 with a clear mission: to provide Edmonton families and business owners with institutional-quality financial advice in a personal, accessible setting.
Our name reflects the Canadian Rockies that define Alberta's landscape. Just as a ridgeline provides a vantage point to see the terrain ahead, we help our clients gain clarity on their financial future, navigating market cycles and life transitions with confidence.
Over the past 15 years, we have grown from a small practice to one of Edmonton's most respected independent advisory firms, managing over $850 million in client assets. Our growth has been driven entirely by referrals, a testament to the trust our clients place in us.
The principles that guide every decision and every client relationship.
We operate as fiduciaries, always placing your interests first. Transparency and honesty are the foundation of every recommendation.
Our team holds CFA and CFP designations and commits to ongoing education to stay ahead of market trends and regulatory changes.
We view ourselves as an extension of your family. Your goals become our goals, and we are invested in your long-term success.
We follow evidence-based investment principles and resist reactionary decisions. Consistency and discipline drive long-term wealth creation.
Experienced professionals dedicated to guiding your financial journey with care and expertise.
With over 20 years in wealth management, Robert founded Ridgeline Advisory Partners to provide independent, conflict-free financial advice. He specializes in comprehensive wealth planning for high-net-worth families.
Amanda leads our investment management division, bringing 16 years of institutional and private portfolio management experience. She is renowned for her disciplined approach to risk-adjusted returns.
David specializes in retirement planning, tax optimization, and estate strategies. His 18 years of experience in Canadian financial planning make him a trusted resource for complex planning scenarios.
Sarah works directly with clients on financial plan implementation and portfolio reviews. Her detail-oriented approach ensures every aspect of your plan is executed with precision.
Michael brings deep expertise in Canadian tax law and estate planning. He works closely with clients' legal and accounting teams to create integrated, tax-efficient wealth transfer strategies.
Jennifer ensures every client receives exceptional service from their first consultation onward. She manages scheduling, onboarding, and ongoing communications with warmth and efficiency.
Discover why over 1,200 Albertan families trust Ridgeline Advisory Partners to manage and protect their wealth.
