Hass Wealth of RBC Dominion Securities
Start drinking upstream from the herd.
Trusted by Business Owners & Farmers since 1998
A unique high-trust approach to investing your family’s wealth.
Your Story
"We work like a Hub to assemble all the necessary resources and input to help guide our clients to make smart decisions."
–Shawn Hass
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
A simple way forward
One
We listen - it all starts with a private and confidential discussion of all your priorities and values
Two
We design an action plan - we build you a jargon-free solution thats easy to understand
Three
We execute & monitor - relax knowing we are up early overseeing all aspects of your finances so you can focus on your business, farm or family
The Hub
A family office is a group that works with families that require a higher level of support in organizing and structuring their investments and financial situation. Click here to learn more about our new innovative family office service and how our team supports you.
Who We Work With
We work with some of the most successful farmers and business owners in Western Canada. Our unique approach is straightforward and simple, allowing us to build a loyal tight knit relationship with the families we work with. Let us know if you are interested in becoming a part of our circle.
Our clients include several generational farms and businesses that we have worked with tracing back to our inception in 1998.
Agricultural Producers
Various irrigated, mixed, and dryland farmers, agricultural processors, manufacturers, feedlot, and ranching operations
Mark & Janice Klatt
Owner Diamond Acre Farms
Foremost, AB
Lynn & Ute Thacker
Owner LTAC Farms Ltd.
Bow Island, AB
Business Owners
Owners from a variety of sectors including manufacturing, construction, real estate, auto dealership, several food franchise structures, retail service, oil and gas services
Robb & Angie Bloos
Owner Chatters Canada
Vernon, BC
Stu & Delia Johnson
Former Owner Community GMC
Brooks, AB
Your Community
We believe in giving back to the community we live in and serve. Each year we try to support charities and causes in Southern Alberta that impact our clients and community. Click here to learn more about the organizations we have partnered with over the years.
Listen to the Owner's Circle Podcast
We love entrepreneurs so much we created a platform to share their fascinating stories.
The Hass Report & More...
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.