Zelos Investment Counsel

Zelos Investment Counsel Boutique investment firm serving entrepreneurs, business owners, & affluent families! Zelos Investment Counsel is a registered trademark of Zelos Capital Ltd.

Zelos Capital Ltd. ("Zelos") is an independent boutique private wealth management firm. We provide high net worth individuals and affluent families with institutional-quality portfolio management services. Through our proprietary pooling structure, we build robust and diversified multi-asset portfolios. We selectively augment client portfolios with bespoke alternative investments and private offer

ings on a non-discretionary basis and customize portfolios for specific objectives such as shariah compliance and ESG-focused portfolios. In addition, Zelos provides a full range of financial advisory services to lower-middle market companies such as strategy definition, equity and debt capital raising, idea-driven merger and acquisition advisory, investor relations, and ad hoc project consulting services.

As we come together to give thanks with family and friends, let’s remember that true wealth is found in the richness of ...
10/13/2024

As we come together to give thanks with family and friends, let’s remember that true wealth is found in the richness of our relationships. Happy Thanksgiving from Zelos Investment Counsel.

It was a pleasure to attend the Up the Down Market Dinner in support of the Down Syndrome Resource Foundation (), thanks...
10/11/2024

It was a pleasure to attend the Up the Down Market Dinner in support of the Down Syndrome Resource Foundation (), thanks to the generous invitation from the team at QV Investors—Vanessa McNabb, Diana Chaw, Amit Shah, and Gennice Spanier. Our table proudly took second place in the simulated stock market challenge. The evening was a perfect blend of fun, intellectual engagement, and contributing to a great cause.

Today, we pause to reflect, honor, and commit to truth and reconciliation. Let’s listen to Indigenous voices, acknowledg...
09/30/2024

Today, we pause to reflect, honor, and commit to truth and reconciliation. Let’s listen to Indigenous voices, acknowledge Canada’s full history, and work together to heal and rebuild.   

This Labour Day, we’re especially grateful for the dedication and hard work of our incredible Zelos team. Your commitmen...
09/02/2024

This Labour Day, we’re especially grateful for the dedication and hard work of our incredible Zelos team. Your commitment fuels our success and drives us forward every day.

On this Heritage Day, we celebrate the rich legacies built over generations, cherishing the values and traditions that d...
08/05/2024

On this Heritage Day, we celebrate the rich legacies built over generations, cherishing the values and traditions that define our families. At Zelos Investment Counsel we’re committed to preserving your family’s financial heritage and ensuring its growth for future generations.

Celebrating the Great North and Your Financial Future. Happy Canada Day from Zelos Investment Counsel
07/01/2024

Celebrating the Great North and Your Financial Future. Happy Canada Day from Zelos Investment Counsel

Happy Father’s Day from Zelos Investment Counsel. Today, we honor the fathers who invest their time, wisdom, and love in...
06/16/2024

Happy Father’s Day from Zelos Investment Counsel. Today, we honor the fathers who invest their time, wisdom, and love into shaping a brighter future for their families and communities.

On this Mother's Day, let's celebrate the true wealth of love, kindness, and wisdom that mothers generously share with u...
05/10/2024

On this Mother's Day, let's celebrate the true wealth of love, kindness, and wisdom that mothers generously share with us every day. Wishing all mothers a day filled with abundant joy and treasured moments with their loved ones.

Let's invest in the wealth of our planet by taking action to protect and preserve it for future generations on Earth Day...
04/23/2024

Let's invest in the wealth of our planet by taking action to protect and preserve it for future generations on Earth Day and every day.

May this Eid bring you prosperity, abundance, and all the riches life has to offer.
04/10/2024

May this Eid bring you prosperity, abundance, and all the riches life has to offer.

“Easter is the only time when it’s perfectly safe to put all of your eggs in one basket” - Evan Esar
03/31/2024

“Easter is the only time when it’s perfectly safe to put all of your eggs in one basket” - Evan Esar

Congratulations to Jenny Shi on successfully completing her program with the Calgary Immigrant Women's Association. It w...
03/29/2024

Congratulations to Jenny Shi on successfully completing her program with the Calgary Immigrant Women's Association. It was truly a pleasure to have Jenny as an intern at Zelos Investment Counsel. We wish her all the best as she embarks on the next chapter of her journey.

Zelos Investment Counsel has had the privilege of hosting multiple interns from the Calgary Immigrant Women's Association and highly recommends other companies to explore this opportunity to bring exceptional talent into their teams.

Address

606 4 Street SW 11th Floor
Calgary, AB
T2P1T1

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm

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