– Corey Mace, Head Coach, Saskatchewan Roughriders
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, insurance professional, or business owner, you and your clients gain access to financial planning, exit planning and institutional-level investment opportunities, similar to those enjoyed by pension funds, endowments, and sovereign wealth funds. Finally, trust and clarity in wealth management. 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. 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.
WEALTH MANAGEMENT
BUSINESS ADVISORY
