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We exist to care for our clients

Our behavior is our brand

We are intellectually curious


At Zelos, we believe financial well-being and quality of life go hand in hand. With steadfast determination, industry leading expertise and a deep sense of care, our team works to deliver optimized financial results for our clients through our proprietary wealth management platform.


Whether you are an entrepreneur, affluent family, or institution, we will help you access institutional quality investment opportunities and portfolio strategies.

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

– Corey Mace, Head Coach, Saskatchewan Roughriders


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.

“You guys opened more doors for me in one week than I could have in a year”

– Tony McGrath, Founding Partner, Surge Strategies Group


Zelos provides a full range of financial advisory services to lower-middle market companies. Ask us how we can help you!