"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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What we do

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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.

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

We want to help you achieve your goals.

Recent Posts

The metamorphosis of European equities

The metamorphosis of European equities

Mar 28, 2024 | Frédérique Carrier & Thomas McGarrity, CFA – London

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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Central banks are off to the races

Central banks are off to the races

Mar 21, 2024 | Thomas Garretson, CFA

While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.

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2024 presidential election update: Key things to know about U.S. elections & the market

Audio commentary: 2024 presidential election update: Key things to know about U.S. elections & the market

Mar 15, 2024 | Kelly Bogdanova & Tylar Lunke

What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger...

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