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...
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Kevin MacLeodCFP®, 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...
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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 ...
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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...
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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...
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