MaximizeYour Life’s Work
Far from Traditional. Providing a new approach to your financial planning and wealth
management.
About usCalgary Family Office: Helping business owners and professionals navigate financial complexity.
We believe financial planning should be proactive, personalized, and ongoing – not a one-time event or an afterthought to investment management.
At Three60 Wealth, we understand that this stage of life brings unique complexities – from navigating tax-efficient exits to building a legacy that lasts across generations. These are not just financial events, but pivotal transitions that require foresight, strategy, and care.
Unlike the traditional approach that focuses primarily on portfolio performance, we provide equal attention to both investment management and financial planning. This balance helps our clients reduce risk, seize opportunities, and make confident decisions at every stage of life and business.
Whether you’re preparing for a liquidity event, adjusting to life after a sale, or managing generational wealth, we bring clarity and structure to your most important financial decisions.
Our clients value more than just investment returns. They want peace of mind, tax-smart strategies, and a team that understands what truly matters to them – and helps them plan accordingly.
If you’re a business owner preparing for your next chapter, let’s start the conversation.
Our teamA look behind the business.
Jason Nagel
CFP, CLU, TEP
Head of Business Development
Starting his career in financial services in 2001, Jason learned the ropes quickly but also learned this: the industry model of putting products before advice was not something he could get behind. So, in 2011, Jason founded Three60 Wealth, setting out to do business authentically, where people were the focus.
With unwavering levels of integrity, Jason is focused and driven to make a difference in the industry and in the lives of each and every client he serves. His commitment to embracing change is reflected in how Three60 operates, Jason is always striving to find innovative ways to serve the business families Three60 works with. Everything he does centres around providing value.
Jason lives a fulfilling life outside of work, spending his time being active with his wife and their children, and on his many personal activities.
Colton Schmidt
CFP
Wealth & Estate Planner
With over a decade of experience in wealth planning, Colton takes a client-centric approach to understanding the unique needs of individuals and families. Nearly 10 of those years were spent providing financial advice and guidance to Canadian physicians and their families, giving him deep insight into the complex financial considerations that often accompany medical careers, such as incorporation, tax planning, and long-term wealth strategies. His passion for building meaningful relationships and delivering tailored advice allows him to help clients navigate their financial lives with clarity and confidence, so they can focus on what matters most to them.
Beyond his professional endeavors, Colton values quality time with his wife and two children, and actively participates in extracurricular activities, including volleyball and golf. These interests not only enrich his personal life but also contribute to a well-rounded perspective that is brought to his advisory practice.
Braeden Osske
CFP
Wealth & Estate Planner
At a young age, Braeden saw the effects a strong foundation and proper guidance can have on someone’s life. This, paired with exceptional interpersonal skills and a desire to help others is what had led him to pursue a career in financial planning.
Bringing a fresh view to the modern finance industry, Braeden is focused on building long lasting relationships and helping clients find a balance between enjoyment and pursuing financial goals.
Outside of his career, Braeden places lots of importance on being active and healthy by playing various sports such as Pickleball or attending various types of fitness and training classes.
Amanda Harlow
Client Services Associate/Office Manager
With nine years of experience in the financial industry, Amanda Harlow plays a vital role in supporting advisors and ensuring seamless office operations at Three60 Wealth. As an administrative assistant, she is committed to delivering high-quality customer service, assisting clients with their financial needs, and providing essential support to the team. Her dedication to efficiency and attention to detail help create a smooth and professional experience for both clients and colleagues.
Outside of work, Amanda enjoys spending time with her family and exploring the great outdoors.
Our difference
We do things differently.
Instead of following the traditional model, we’ve reimagined it from the ground up – transforming and refining it into something far more effective.
Our approach provides equal focus on comprehensive financial planning and top-tier investment management, ensuring they work seamlessly together to support and enhance your overall financial strategy.
How We Can HelpClear Direction. Insightful Perspective. Unwavering Confidence.
Maximize Your Life’s Work™ with our Holistic Planning Approach
At Three60 Wealth, we specialize in helping business-owning families prepare for and navigate the sale of their business, whether that transition is five to ten years away or has already taken place. Our Family Office model is built to guide you through this pivotal chapter with clarity and confidence, ensuring your wealth is structured to support your goals, your family, and your legacy.
We go beyond investment management to deliver a truly holistic planning experience – one that brings structure, clarity, and confidence to your financial life.
With our expertise, we will help families:
- Build a tax-efficient retirement income plan that accounts for corporate and personal assets
- Optimize how and when to draw funds from a holding company or operating company to re-create your paycheck in retirement.
- Design a smart exit strategy in preparation for the sale of a business or other liquidity event
- Transfer wealth to the next generation tax-efficiently using trusts, wills, and long-term planning strategies
- Implement a pension-style investment philosophy that’s built for long-term, multi-generational success
- Identify proactive planning opportunities that align with your values, business goals, and family priorities
Planning is not a one-time event. It’s a continuous process that evolves with your life, your family, and your wealth.
We’re here to guide you through it – all with a steady hand, proactive insight, and a commitment to helping you maximize your life’s work™.
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Contact usView your planning from a new perspective.
Take the first step. Schedule a complimentary meeting to assess your unique planning needs and together let’s discover if we can help you achieve your goals.