SANDSTONE Asset Management is a Calgary-based wealth management firm serving high-net-worth individuals, families (including their estates and trusts), and foundations. Through discretionary portfolio management, financial planning, philanthropic strategies, and educating future inheritors, we walk alongside clients to steward legacies that span generations.
SANDSTONE is an independent firm with a fiduciary duty to act in our clients’ best interests. The firm is multi-generational and 100% employee owned.
Our conviction is that the best client relationships are long, trusted, and unconstrained by institutional pressure, sales quotas, or product pushing. We make decisions and select investments based on what serves each client and their financial goals.
Our global investment outlook is created by rigorous analytical research, decades of experience, and continual exploration. We invest in tools and technology that evolve with where the world is going. Our team thrives by maintaining our ideal of acting as global citizens, and stay grounded by our values:
- Curious – We keep learning.
- Resourceful – We ignore the easy road.
- Conscientious – We strive for excellence.
- Authentic – We stay true to ourselves and our clients.
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 PRISM Certified Company.
About the Role
We're looking for exceptional advisors who share our commitment to independent thinking and outstanding client outcomes.
Wealth professionals who thrive at SANDSTONE are curious and never satisfied with the status quo. They have a genuine interest in the world and go beyond the surface level with a real alternative research acumen.
If you're an established wealth professional with a strong client base and you're exploring your next chapter – whether that's growing your business or planning your eventual transition – we'd welcome a conversation.
What We Offer
- Real Independence: No sales quotas or proprietary product pushing.
- Global Access: Active management across international markets, informed by original research.
- Alternative Investment Opportunities: Your clients gain access to best-in-class private investments through our network of global funds and firms.
- Clear Partnership Path: A transparent trajectory to future partnership in the firm.
- Built to Support You: Grow your client relationships while being backed by an established firm and thought leaders.
- Commitment to Community: Our mission is to create possibilities for our clients, our colleagues, and our community.
Next Steps
If you've been waiting for the right moment to take that next step, here's your opening.
Visit https://www.sandstoneam.com/join-us-sandstone-asset-management or click Apply above to learn more about our advisor philosophy and securely submit your expression of interest directly to our leadership team.
All inquiries are held in strict confidence.
We review every expression of interest carefully. Should your background align with a current or future prospect, a member of our team may contact you.