People Behind the Strategy
We built this practice on something simple—seasonal patterns actually matter. Not in some mystical way, but because markets respond to predictable cycles tied to weather, holidays, and agricultural rhythms.
Our approach came from years of watching investors miss opportunities because they treated every quarter the same. They don't operate that way in reality.
How We Actually Work With Clients
Most financial advisors talk about diversification and risk tolerance. We start with something different—the calendar. Because timing matters more than people admit, especially when you're dealing with sectors that swing predictably.
Pattern Recognition
We track historical data going back decades. Energy stocks tend to climb in winter. Retail peaks before holidays. Agricultural commodities follow harvest cycles. These aren't secrets, but connecting them takes experience.
Portfolio Rotation
Instead of buying and forgetting, we adjust positions quarterly. Not constant trading—strategic shifts based on what typically happens next. Spring brings different opportunities than autumn, and portfolios should reflect that.
Canadian Market Focus
Operating in Edmonton gives us insight into resource sectors that define our economy. When winter hits early, natural gas behaves differently. Long summers affect agriculture. Local knowledge translates to better timing.
Who You'll Work With
We're a small team. That's intentional. Every client works directly with the people who make investment decisions, not assistants or call centers three provinces away.
Kestrel Thorburn
Senior Investment Strategist
Spent fifteen years analyzing commodity markets before realizing seasonal patterns were being ignored. Now builds portfolios around those cycles. Started tracking heating oil futures in 2010 and never looked back.
Dagmar Vesely
Portfolio Analyst
Came to seasonal investing through agricultural economics. Grew up watching canola prices swing with weather patterns. Applies that same observation to energy, retail, and transport sectors for client portfolios.
What Drives Our Methods
We're skeptical of financial advice that ignores external factors. Markets don't exist in a vacuum—they respond to seasons, weather events, and predictable consumer behavior shifts.
That perspective shapes everything. We question conventional wisdom about holding positions year-round. Sometimes the smartest move is rotating into different sectors before conditions change.
Our clients tend to be people who understand that timing isn't about gambling—it's about recognizing patterns that repeat because human behavior and natural cycles repeat.
- Work with market rhythms instead of fighting them through passive strategies
- Adjust positions based on upcoming seasonal shifts rather than reacting afterward
- Focus on sectors where timing creates measurable advantages over static allocation
- Communicate clearly about why we're making changes and what we expect next