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.



Delveaux Wealth Management Group 

Email me | Visit Website

Duane Robertson, FCSI

Senior Portfolio Manager

Phone Number780-944-8808 | Email me | Visit Website



Ives Wealth Partners 

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Jon Mitchell

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 

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Seemab Aamir, CFP, CIM, CIWM, FCSI

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

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

 

Let us connect you with an advisor today!

 

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