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...
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...
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 ...
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...
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...