STRATEGIC WEALTH MANAGEMENT
Wealth Partnerships with Kinsted Wealth
Private Lane Advisory – Independent Wealth Management in Alberta
At Private Lane Advisory, we believe wealth management should go beyond public markets.Through our partnership with Kinsted Wealth, we offer clients access to institutional-grade investment solutions—the same strategies used by pension funds, endowments, and family offices around the world.
Our mission is simple: to give individual investors, families, and business owners the same quality of portfolio management and diversification that large global institutions rely on.
Beyond Traditional Investing
Most investors are told that wealth building is limited to publicly traded stocks and bonds—the “market.”
But that’s only part of the story.
Institutions managing trillions of dollars allocate their portfolios far beyond the public markets into private equity, infrastructure, private credit, and real assets.
Why? Because these alternative investments can improve diversification, reduce volatility, and deliver more consistent long-term growth.
Through Kinsted Wealth, Private Lane Advisory provides access to these opportunities—without the high barriers that once kept them exclusive to large investors.
Why Partner with Kinsted Wealth
Kinsted Wealth is an independent Canadian portfolio management firm built on institutional investment principles. Their approach is disciplined, data-driven, and free from the conflicts of interest common in retail financial institutions.
Key advantages for our clients:
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Access to institutional asset managers—the same firms trusted by major endowments and pension plans
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Broad diversification across public and private markets
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Focus on capital preservation and steady growth rather than speculation
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Fee transparency—no hidden product commissions or internal sales incentives
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Alignment with your goals, risk profile, and liquidity needs
Together, Private Lane Advisory and Kinsted Wealth deliver comprehensive wealth management that integrates investment strategy with estate, tax, and risk planning.
Who We Serve
Our Kinsted partnership is designed for discerning investors seeking independence and sophistication in their portfolios
Entrepreneurs and business owners needing professional management after a liquidity or succession event
Incorporated professionals (lawyers, accountants, physicians, engineers) seeking steady long-term growth
Families and retirees who want to preserve wealth, reduce tax drag, and protect their legacy
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High-net-worth individuals in Alberta looking for non-bank, independent investment advice
Our Investment Philosophy
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Discovery and Planning
We take a full view of your financial picture—income, assets, liabilities, business holdings, and family goals—to understand your priorities and risk tolerance. -
Portfolio Construction
Using Kinsted’s institutional platform, we design a globally diversified portfolio that combines traditional and alternative investments aligned with your time horizon and liquidity needs.
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Implementation and Management
Portfolios are actively managed by professional portfolio managers with transparent reporting and disciplined rebalancing. -
Ongoing Stewardship
We review your portfolio regularly and coordinate with your accountant and estate planner to keep your wealth strategy current and tax-efficient.
A Smarter Way to Invest
Private Lane Advisory and Kinsted Wealth share a belief that investors deserve better than “market average.”
Our clients benefit from independence, access, and discipline—without the restrictions of traditional bank investment platforms.
If you’re ready to explore a modern, institutionally designed approach to wealth management, we invite you to start a confidential conversation.
Next Steps
A brief confidential conversation helps us understand your goals and current structure. From there, we’ll provide a clear roadmap of priorities, opportunities, and next actions.