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About
Founded in 2004, SANDSTONE Asset Management is a Calgary-based wealth management firm that provides discretionary investment services to affluent entrepreneurs, families, and foundations. The firm employs a long-term, globally focused investment strategy, integrating financial, social, and fundamental analysis to deliver disciplined portfolio management. This approach helps clients grow, preserve, and transfer wealth across generations while aligning with their philanthropic objectives. With over two decades of experience, SANDSTONE emphasizes personalized service, risk mitigation, and community involvement, serving multiple generations of family clients and maintaining a reputation for professional, consistent wealth management.
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