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 Edmonton South branch teams.



Collin Feser

Investment & Wealth Advisor

Phone Number780-790-2953 | Email me | Visit Website

Delveaux Wealth Management Group 

Email me | Visit Website



Ives Wealth Partners 

Visit Website


Jon Mitchell

Senior Portfolio Manager & Investment Advisor

Phone Number780-944-8851 | Email me | Visit Website

Karan Malhotra, MBA, CFP, CFA

Investment Advisor

Phone Number780-863-1675 | Email me | Visit Website

Kosty Harshe, BBA

Investment Advisor

Phone Number780-670-2413 | Email me | Visit Website

Michael Szott, PFP, FMA, CIWM

Investment Advisor

Phone Number780-405-8690 | Email me | Visit Website

Millan Private Wealth Group 

Email me | Visit Website



Ron Pavon

Investment Advisor

Email me | Visit Website

Seemab Aamir, CFP, CIM, CIWM, FCSI, FEA

Portfolio Manager & Wealth Advisor

Phone Number780-944-8861 | Email me | Visit Website

Steen Madsen, MBA, CFP, PFP, CIM, FCSI

Portfolio Manager & Financial Planner

Phone Number780-944-8744 | Email me | Visit Website

Tony Baumgartner, PFP

Investment Advisor & Financial Planner

Phone Number780-944-8776 | Email me | Visit Website

Vincenzo Marozzi, CFP, PFP

Investment Advisor & Financial Planner

Phone Number780-935-8637 | Email me | Visit Website

 

Let us connect you with an advisor today!

 

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