Case Study

Humboldt Electric
A study in Financial Management

Humboldt Electric is an electrical contracting firm that has been serving the Saskatoon region since 1966. Humboldt Electric offers commercial and industrial wiring, computer and telephone cabling and fibre optics services.

Project Profile
Darren McConnell and Glen Gerow had already experienced significant financial success in the growth of their business and investment assets at the time they started working with our office. With this success came an increasingly complex set of investment issues that had been addressed only in a basic manner. In fact the portfolio contained some tax, diversification, and performance inefficiencies.

We began working with Humboldt Electric by bringing them into our comprehensive planning process. This sophisticated structured approach included selecting appropriate asset classes, choosing accomplished money managers, continuous monitoring to effect necessary and timely changes, and providing tax savings.

The partners now enjoy an investment strategy and results customized to their situation.

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