Farris Alexander Wealth Management Group

We’ll take care of everything related to your financial and wealth planning so that you can live your life. All of the financial choices made for you will be aligned to your most important goals and your most deeply held values.

Fifteen months from now your entire financial house will be in order and we will help you keep it that way. You will have a high level of confidence that your wealth will last your lifetime, that your spouse will be taken care of if something happens to you and that every effort will be made to guide and educate your family so that the legacy of all your hard work will last for generations to come.

 

Mark Farris, FCSI,CFP,CIM & Kerri Alexander, FCSI, CFP, CIM, B.Sc     

 

DaCosta Private Wealth Group

Find out why we are one of the fastest growing advisory teams in South Calgary. To learn more about our unique approach, what makes us different and how we can improve your situation, we invite you to click on the link below.

 Paulo Dacosta, Senior Portfolio Manager & Investment Advisor

 

 

Fiege Palmer Private Wealth Management

                                                                                                                                                

We are a destination practice, dedicated to providing customized wealth management solutions to help you simplify and maximize your wealth.

Our clients are typically higher-net-worth families, business owners, and entrepreneurs, all of whom we help achieve unique goals and financial objectives.

Through comprehensive financial planning and discretionary investment management – and a truly client – centric focus – our team will work hard to help secure your financial future and a lasting legacy.

     

Jason Fiege J.D., CIM, FCSI, CIWM & Bruce Palmer B.Comm, MBA, CIM

Walter Deegan

"I began my career with RBC in 1996, and I have over 19 years’ experience as a Financial Planner. I work with my clients in a consultative approach, designing customized solutions tailored to individual needs. Working within a holistic financial planning framework, I help clients first clarify and then articulate their goals, and then follow through with an appropriate action plan to meet those goals. My approach covers all areas of financial management, including tax planning, risk management, retirement planning and estate planning. My goal is to work with you in a partnership, providing high quality service and advice, enabling you to enjoy those things in life which you value most. I look forward to being able to help you achieve your goals."

Walter Deegan, Senior Investment & Wealth Advisor

 

Krahn Private Wealth Management Group

Before joining RBC Dominion Securities, Ryan spent 5 years as a Financial Planner with RBC serving clients out of the Breaside Centre Branch. Prior to RBC, Ryan spent 4 years in a Relationship Manager role for several leading Canadian Mutual Fund Companies servicing Investment Advisors and Financial Planners across Western Canada. In 2000, Ryan began his Financial Services career working in a Management role with ATB Financial. A Graduate from the University of Calgary in 2000 with a BA in economics, Ryan also holds his CFP designation. 

Ryan Krahn, CFP, Senior Investment Advisor

 

Deb Sorensen

 

"I have been with RBC Group for over 25 years. Using financial planning, I provide a comprehensive range of services to help you achieve your wealth management goals including insurance and estate planning. If you need help creating a retirement income, please give me a call or click here to learn more about my services."

 

Deb Sorensen, CFP, Investment Advisor & Financial Planner

 

Carlson Wealth Management

"Myself and my team of highly qualified specialists provide comprehensive financial planning and solutions to high net worth individuals, their families and corporate business owners. We deliver a detailed, personalized and structured planning process to assist you and your family in achieving all your retirement, investment and personal financial goals. We offer specialized complex planning strategies in business succession, Will and Estate and with a key focus on the efficient tax management of both your current investment management and the future transfer of wealth."

David W. Carlson, CIM, CFP, Portfolio Manager & Financial Planner

 

Catherine Arcand

                                                                                                             

Catherine begins her approach to wealth management by gaining a thorough understanding of your goals, family aspirations and financial circumstances. Then and on an ongoing basis, she employs a comprehensive analysis of your financial needs, leveraging her extended team for expertise in related areas like estate planning, tax planning, insurance solutions, business succession planning and more. Together, you and Catherine will build a personalized wealth strategy that accounts for all facets of your financial health.


Catherine has over 10 years of experience as a Financial Planner with RBC and another large Canadian bank, and this experience allows her to provide you with more holistic wealth management. Her clients appreciate her attention to service, knowledgeable advice and ongoing communication.


Catherine holds the Certified Financial Planner (CFP) designation – the gold standard for financial planning. She and her husband, Nathan, have two young children, Maverick and Alexie. A very active family, they enjoy hiking, biking, skiing and spending time in their condo in Panorama, B.C. 

 

Catherine Arcand, CFP, Investment and Wealth Advisor

 

Rameez Husseini

Rameez Husseini is an Investment Advisor with RBC Dominion Securities and is building a wealth management practice through RBC Wealth Mangment, here in Calgary. Prior to RBC, Rameez spent the past 5 years as a Vice President for two of the worlds largest investment managers, Franklin Templeton and RBC Global Asset Management. Rameez worked for Fidelity Investments in progressive roles from 2006 to 2012, Fidelity moved him to Calgary, from Toronto in 2011.

Rameez graduated from the Haskayne School of Business in 2016 from the Executive Masters in Business Administration program. In 2014 Rameez earned the Chartered Investment Manager (CIM) designation.

loves giving back to the community and volunteers for Big Brothers Big Sisters of Calgary as both a mentor (2011) and member of the Finance Committee (2015). is Vice President for Stampede City Progress Club, which supports Providence and the Alberta Children's Hospital.

Rameez enjoys early morning (5am) workouts at Repsol Centre, boxing, volleyball, softball, mountain biking and skiing.

 

Rameez Husseini,MBA, CIM, Investment Advisor

 

Amy Cadman

                                                                                                                                

Amy began her career with RBC in 2007 and has had the pleasure of helping clients plan for and transition into retirement for the last nine years.   Amy is a mom to two busy kids and is a cancer survivor.  And it is because of these life experiences she understands the importance of having a plan to get you on track and keep you on track.  Her approach to wealth management is to understand what is important to her clients so she can develop customized strategies to assist individuals, families or businesses achieve their goals.  The areas of advice that she focuses on are retirement planning, estate planning, taxation, charitable giving and insurance.

It brings Amy joy to be able to guide her clients in achieving their financial goals. Whether it is sending a child off to University, transitioning into retirement or ensuring a legacy for the next generation. She helps to give clarity so clients can focus on the things that are important to them.

When Amy is not in the office she enjoys spending time in the mountains with her husband John and two young kids Myles and Norah hiking, biking and kayaking.

Amy Cadman, CFP, Investment Advisor

Max Britos

                                                                   

 

Max started his professional career as a Field Engineer for Schlumberger in the Gulf of Mexico and worked at several international posts with increasing responsibility; starting off in deep water high risk high profile projects, moved on to project engineering and business development in India and Quality control in Brazil with various side projects ranging from being an instructor at the France training centre to multiphase flow metering research in Bergen Norway.

In Calgary Max transitioned his professional career to the strong and vibrant Financial Services sector focusing on building client’s wealth and managing risk through sound financial planning. Client’s enjoy Max’s passion for understanding them and listening to their needs. Max runs a structured practice that provides consistent and measureable results by bringing his past experience in project management and Service Quality control. Client’s usually comment on Max’s professionalism and have left recommendations publicly on linkedin.

Max Britos, CFP, B.Sc., Investment Advisor & Financial Planner                                                                                                            

 

As an Investment Advisor with RBC Dominion Securities, Carlos Otoya provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of the National University of Trujillo, Peru, Carlos obtained a Law Degree. A firm believer in ongoing education, he has acquired the advanced industry designations of Personal Financial Planner.

Carlos harnesses his expert knowledge and 12 years of experience, including previous role as a Financial Planner at RBC Royal Bank, to develop comprehensive wealth management solutions for his clients. Carlos’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth anagement needs

 

  Carlos Otoya, PFP - Investment Advisor

 With over 14 years of industry experience, I have helped families and businesses achieve their financial and investment goals. With a focus on financial planning, I provide clients with guidance in accumulating wealth and growing assets, protecting wealth by managing risk, converting wealth to an income stream, as well as, creating an enduring legacy. The PFP (Personal Financial Planner) designation allows me to provide my clients with a full comprehensive financial plan. With the support of a team of specialists drawn from RBC Wealth Management member companies, I look forward to helping you address the various wealth management needs through each stage of your life.

 

Ari Fixler, Investment Advisor, PFP

 

My clients are high net worth individuals, their families and business owners who are looking for deeper and better understanding of how their money could work for them. I strive to make a positive impact in my clients’ lives. I love to educate my clients, earn their trust so that they can control their time pursuing other meaningful things that enrich their lives. My background and resources available at RBC Dominion Securities enable me to design and implement a wealth management process that can facilitate a wide range of complex financial matters.

It is my responsibility and my pledge to act in your best interest at all times to help you navigate through ever changing financial complexities. To learn more about how my expertise can help you, I invite you to visit my website by clicking below.

 

 Aman Pandher, Investment Advisor, CFA, CPA, CA