Gwen Becker, CIM, CFP®, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

403-299-5265 | Email me

Daniel Cheng, CFA, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

403-299-7104 | Email me

Justin Charbonneau, CFA, DMS, FCSI

Portfolio Manager

403-299-7147 | Email me

Lana Porter, CFP®

Associate Wealth Advisor

403-299-5267 | Email me

Edward Huang, MBA, CPA, CMA

Investment Associate

403-299-4580 | Email me

Aliza Carroll, BBA (Fin)

Associate

403-299-5273 | Email me

Sofia Abbiati, BA

Administrative Assistant

Email me