Home

[ld_fancy_heading alignment=”text-center” transform=”text-uppercase” color=”rgb(255, 255, 255)”]

We exist to care for our clients

[/ld_fancy_heading]

[ld_fancy_heading alignment=”text-center” transform=”text-uppercase” enable_fit=”true” color=”rgb(255, 255, 255)”]

Our behavior is our brand

[/ld_fancy_heading]

[ld_fancy_heading alignment=”text-center” transform=”text-uppercase” enable_fit=”true” color=”rgb(255, 255, 255)”]

We are intellectually curious

[/ld_fancy_heading]

[ld_fancy_heading tag=”p” use_custom_fonts_title=”true” title=”Each boutique hotel in the Ave Hotel collection tells a unique story, inviting guests to immerse themselves in tales of adventure, romance, history, culture, nature and more for the length of a memorable stay. Discover the high points of our story here.” init_values=”translateY:80,opacity:0″ margin=”right_large:8%25″]Zelos Investment Counsel partners with entrepreneurs to invest for the future and deliver tailored wealth management solutions for their clients. Whether you’re a financial advisor, accounting firm, or business owner, you and your clients gain access to institutional-level investment opportunities, similar to those enjoyed by pension funds, endowments, and sovereign wealth funds.

Finally, trust and clarity in wealth management.[/ld_fancy_heading]

[ld_spacer height=”6px”]
[ld_fancy_heading tag=”h2″ color=”rgb(80, 77, 77)”]

“The Zelos team has the most sophisticated approach to wealth management I have ever seen”

[/ld_fancy_heading]

– Corey Mace, Head Coach, Saskatchewan Roughriders

[ld_spacer height=”8px”]
[ld_images_group_container][ld_images_group_element enable_effects=”yes” enable_reveal=”yes” reveal_direction=”rl” image=”4384″ reveal_color=”rgb(23, 37, 49)”][/ld_images_group_element][/ld_images_group_container]
[ld_fancy_heading tag=”h2″ transform=”text-uppercase” use_custom_fonts_title=”true” enable_fit=”true” compressor=”0.5″ margin=”bottom_small:0px” minfontsize=”30″]WEALTH MANAGEMENT[/ld_fancy_heading][ld_spacer height=”15px”][ld_fancy_heading tag=”p” use_custom_fonts_title=”true” title=”Each boutique hotel in the Ave Hotel collection tells a unique story, inviting guests to immerse themselves in tales of adventure, romance, history, culture, nature and more for the length of a memorable stay. Discover the high points of our story here.” init_values=”translateY:80,opacity:0″]At Zelos, we don’t just manage investments, we build robust, risk-aware portfolios to optimize our clients’ financial well-being.

Our firm is differentiated by its values and its people. Our team of financial thought leaders bring their diverse global investment perspectives together to create a differentiated approach to portfolio construction.  Our firm is independent from financial institutions, enabling a structure that is truly aligned to clients’ best interests. [/ld_fancy_heading][ld_spacer height=”20px”]

[ld_spacer height=”8px”][ld_spacer height=”8px”]
[ld_fancy_heading tag=”h2″ transform=”text-uppercase” use_custom_fonts_title=”true” enable_fit=”true” compressor=”0.5″ margin=”bottom_small:0px” minfontsize=”30″]BUSINESS ADVISORY[/ld_fancy_heading][ld_spacer height=”15px”][ld_spacer height=”28px”][ld_fancy_heading tag=”p” use_custom_fonts_title=”true” title=”Each boutique hotel in the Ave Hotel collection tells a unique story, inviting guests to immerse themselves in tales of adventure, romance, history, culture, nature and more for the length of a memorable stay. Discover the high points of our story here.” init_values=”translateY:80,opacity:0″]As entrepreneurs, your financial world is anything but straightforward. Your business and personal wealth are deeply intertwined and so are the decisions that shape them. At Zelos, we recognize that complexity and treat it as the starting point, not an obstacle.

We build interwoven financial strategies that reflect the realities of ownership, aligning your corporate and personal planning to protect and grow your wealth with intention. Our team works closely with your accountant and lawyer to ensure every piece of your financial life is coordinated to avoiding the disjointed, siloed advice that so often leaves value on the table.

From day-to-day decisions to major transitions like selling your business, entering retirement, or planning your estate, Zelos is your constant guide, providing clarity, foresight, and structure through every stage of your journey.[/ld_fancy_heading][ld_spacer height=”30px”]

[ld_images_group_container][ld_images_group_element img_size=”100%” enable_effects=”yes” enable_reveal=”yes” reveal_direction=”rl” image=”5458″ reveal_color=”rgb(23, 37, 49)”][/ld_images_group_element][/ld_images_group_container]
[ld_spacer height=”50px”]