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Zelos Capital Ltd.

Address

700 – 2nd Street SW, Floor 19
Calgary, Alberta T2P 2W2
(403) 608 - 3487
kareen.stangherlin@zelosglobal.com
www.zelosglobal.com

Principal Contacts

Karen Leader
VP, Finance & Compliance
Tel: (403) 389 - 8543
karen.leader@zelosglobal.com

Client Minimums

Private: $1,000,000
Institutional: $1,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta*
  • British Columbia
  • Ontario
  • Saskatchewan

* indicates a physical location in this province

DEEP SENSE OF CARE

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 small institution, we will help you access previously unattainable investment opportunities and portfolio strategies.

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.

CORPORATE ADVISORY

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