Joe Lee-Owe
Financial Consultant
Joe started his career on the supply side of the Financial Services industry working various roles with a few different Chartered Financial Institutions and eventually transitioning to a specialized r...
Read more Kevin MacLeod, CFP®, RRC, CEA
Financial Advisor
Good advice was a rare commodity 20 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently sold his retail business...
Read more Kara Patton, BComm
Executive Assistant
Collaborative, gregarious and committed: this is a snap shot of Kara. Interacting with people is something she genuinely enjoys, in fact, she’s passionate about it. Kara has been surrounded by the fin...
Read more Caitlin Hogarth
Client Care Manager
Caitlin started her finance career as a personal assistant to an advisor at a large brokerage firm. Thriving in the fast-paced environment she quickly graduated to a role in managing operations. Caitl...
Read more Carrie Silver
Executive Assistant
Carrie joined the Financial Services industry from a career in hotel management where she did it all! She managed a staff of 30 people, was an administrator extraordinaire, successfully led the hotel ...
Read more Zuzanna Ondrejkova
Client Care Manager
Zuzana started her career as a Financial Planner in Slovakia before she moved to Canada with her husband and daughter, almost 14 years ago. She continued to build on her experience in the financial fi...
Read more Mira Silaghi
Client Services Manager
Mira brings extensive Financial Administration and Financial Planning experience from previous roles with a few different well established advisory offices in Calgary. This real-world experience & str...
Read more Jessica Wall
Client Care Manager
Jessica relocated from Winkler, Manitoba in April of 2023. Prior to joining the team, Jessica was employed as an advisor’s assistant with a well-established Wealth Management firm with clients through...
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