Partaker Wealth Management

Sound Advice. Professional Wealth Management.

My team and I specialize in helping our clients grow their wealth and protect their wealth.

We’ll take care of everything related to your financial & 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.

Our knowledgeable team is backed by specialists at RBC Dominion Securities who can provide additional counsel for all issues affecting your financial future.

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.

Randy Partaker, FMA, FCSIVice President & Wealth Advisor

 

Mike Kolo

Mike Kolo specializes in Wealth Management and Investment Management with RBC Dominion Securities. Working with other RBC Wealth Management specialists, Mike utilizes his extensive experience in relationship management to develop integrated wealth and investment solutions specifically custom tailored to busy executives and professionals, successful business owners, self employed professionals, and as well as for; established families, pre-retirees & retired individuals.

Before joining RBC DS, Mike spent a combined 11 years as a Relationship Manager at one of Canada's largest chartered banks, and later; as a Senior Relationship Manager at one of the world's largest Premier Banks. In that role, he was responsible for some of the bank's largest clients. Mike is a Chartered Investment Manager (CIM) charter holder and has his Investment Advise certifications from the Canadian Securities Institute.

Mike was born in Winnipeg Manitoba, but permanently relocating to Calgary in 2001.

Mike Kolo, Senior Investment & Wealth Advisor

 

Bigler Wealth Management

We understand our clients wealth as it matters to them.

Sean has been with RBC for over 20 years. He draws on his extensive experience and professional network to help you with all of your financial needs. Sean married his high-school sweetheart and has two teenage daughters.

Kim has over 15 years of experience in the financial industry. In 2015 she teamed up with her brother Sean to focus on Wealth Management for their clients. Kim has the FPSC Level 1™ Certification in Financial Planning and is also certified as a Registered Retirement Consultant, RRC. She is happily married with two young children.

Sean BiglerPFP, Investment Advisor/Financial Planner

 

Lisa Fernandes

                                                                                 

My career began in 1985 and since then I've earned the trust and confidence of clients through a highly personalized and conservative approach to wealth management.

So that you can invest with confidence, it is essential you have a relationship with an advisor that you trust. We will begin by understanding your values, personal goals and evolving financial needs. Working together with you, your other professional advisors and my team of highly qualified specialists, I will draft a plan that serves your best interests first and details the actions and timelines needed to achieve your financial goals.

I will help you find the financial and investment solutions you need to meet your financial objectives, both now and in the years to come. With the strength and experience of RBC Dominion Securities behind me, I have access to the complete range of financial and investment services.

Shall we begin?

Lisa Fernandes, PFP, Wealth Advisor

 

Mitesh Patel

Mitesh has been providing trustworthy guidance to his client’s financial future for over 10 years. Through this time, he has built meaningful relationships which in turn have supported the growth of his business.

Graduating from SAIT in 2005 with his diploma in Business Administration, Mitesh was drawn to the investment and banking industry. He began his career with Scotia Bank becoming a Personal Financial Planner (PFP)® in 2011. Prior to joining RBC Dominion Securities, Mitesh was a Financial Planner with RBC Royal Bank joining Dominion Securities as an Investment Advisor in late 2016 and bringing with him a wealth of knowledge and experience in the investments and financial planning.

When he is not proving advice to clients, Mitesh enjoys camping with his wife and their two daughters. Together, they enjoy camping, hiking and exploring the Canadian Rockies. He is also an avid cook and you can often find him in his home kitchen looking for a new recipe to try or concocting one of his own.

Mitesh Patel, PFP, Investment Advisor

 

Matthew Brito

Matthew has been enjoying a career in the Financial Services Industry for more than 10 years. Along the way, he has built meaningful relationships with clients as well as industry specialists, gaining invaluable experience in Financial Planning before joining RBC Dominion Securities in 2017.


Graduating with his Bachelor of Arts in Economics from Wilfrid Laurier University in 2008, Matthew started his journey with RBC in Retail Banking in Toronto, Ontario. In 2010, he relocated to Calgary where he became a Financial Advisor a few years later. In a quest to pursue his ultimate passion to have a career in the investment industry, Matthew obtained his Personal Financial Planner (PFP)® designation in 2014 and became licensed as an Investment Advisor with Dominion Securities in the summer of 2017. Along with many of his loyal and long-time clients, he brings with him a wealth of knowledge and experience in investments and financial planning.

When he is not playing golf, soccer or ultimate Frisbee, Matthew and his wife, Rena, enjoy an active lifestyle in south Calgary with their son, Luke, accompanied on their adventures by their loyal yellow lab, Moxie.

Matthew Brito, PFP, Investment Advisor