Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Calgary South branch teams.

Alexander Wealth Management Group 

Phone Number403-299-7236 | Email me | Visit Website

Aman Pandher, CFA, CPA, CA

Investment Advisor

Phone Number403-441-0963 | Email me | Visit Website


Ari Fixler, PFP

Investment Advisor

Phone Number403-441-0962 | Email me | Visit Website



Carlos Otoya, CFP

Investment Advisor & Financial Planner

Phone Number403-441-0727 | Email me | Visit Website




Jay Brisley, CIM, CFP

Wealth Advisor & Financial Planner

Phone Number587-435-2547 | Email me | Visit Website

Krahn Private Wealth Management Group 

Phone Number403-299-6502 | Email me | Visit Website

Lisa Graham, FMA, PFP, BBA

Investment Advisor

Phone Number403-831-5020 | Email me | Visit Website

Maggie Liu, CFP, CFA

Investment Advisor

Phone Number403-399-8880 | Email me | Visit Website

Matthew Brito, CIM, PFP

Investment Advisor

Phone Number403-292-8308 | Email me | Visit Website

Michael Kolo, CIM, CFP

Senior Investment & Wealth Advisor

Phone Number403-299-7026 | Email me | Visit Website

Partaker Wealth Management 

Email me | Visit Website


Rameez Husseini, MBA, CIM

Investment Advisor

Phone Number403-441-5817 | Email me | Visit Website

Rebecca Doyle, PFP, B.Comm.

Investment & Wealth Advisor

Phone Number403-835-2654 | Email me | Visit Website

Rudina Bardhi, PFP, MBA

Investment Advisor

Phone Number403-238-5447 | Email me | Visit Website

Sarah Dixon, CFP

Investment Advisor

Phone Number403-589-7005 | Email me | Visit Website

Toan Hoang, PFP, CIM, FCSI

Investment Advisor & Financial Planner

Phone Number403-667-3306 | Email me | Visit Website

Walter Deegan

Senior Investment & Wealth Advisor

Phone Number403-299-6558 | Email me | Visit Website

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

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