"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

Learn more

Our approach

Learn more
 

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

Makena Doucette

Administrative Assistant

We want to help you achieve your goals.

Recent Posts

U.S. Recession Scorecard: Slow going

U.S. Recession Scorecard: Slow going

Jun 13, 2025 | Jim Allworth

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

Read more
Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

Jun 09, 2025 | RBC Wealth Management

Who will care for you if you can’t? David Chilton explains why it’s important to have powers of attorney, especially at his age.

Read more
“Big and beautiful” or not?

“Big and beautiful” or not?

Jun 06, 2025 | Kelly Bogdanova

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

Read more