"Life is busy, time is precious and managing finances can be complicated and overwhelming. That’s why we manage your financial world so you can spend more time doing what you enjoy."

- Bow Valley Wealth Management Group

 

 

Our team

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Our approach

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No matter what life events happen, we help you navigate through and celebrate on the other side.

Clients come to us for our expertise and stay for the peace of mind and freedom they gain from letting us help. We are here to help make your unique goals and dreams a reality, and it is our honour and privilege to walk alongside you in your journey.

Headshot of Darryl Bourne

Darryl Bourne

Senior Portfolio Manager & Investment Advisor CIM

Merlin Doucette

Senior Portfolio Manager & Investment Advisor CIM, PFP

Robert Tufts

Financial Planner CFP

Nada Ceklic

Senior Associate

Mimi Mihalcheon

Senior Associate Advisor

Dave Morris

Senior Associate Advisor

Breezie Fielding

Associate

Jamie Contreras

Associate

Juliana Crippa

Associate Advisor

Cora Campbell

Administrative Assistant

Kyla Mihalcheon

Administrative Assistant

We want to help you achieve your goals.

Recent Posts

Executive summary: Global Insight 2026 Outlook

Dec 19, 2025 | The Global Portfolio Advisory Committee

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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The Fed takes a turn down easy street

Dec 12, 2025 | Thomas Garretson, CFA

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

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Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

Dec 05, 2025 | Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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