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With your needs top of mind and our diverse yet complementary skills at your service, our tight-knit team collaborates closely with our partners to deliver truly customized solutions across all facets of your wealth.
Senior Portfolio Manager & Investment Advisor
What does wealth management mean to you?
Relationship building. After over 15 years of experience in the wealth management industry, it’s the clients and the team that I’ve been fortunate enough to work with that continue to make my work so meaningful. I am truly passionate about building a high level of trust so that you and your family feel comfortable calling us at any time, for any reason. And as co-lead on the team alongside Cam, I take pride in the diligent oversight, analysis, and protection of your hard-earned wealth day in, day out.
What’s your personal approach?
I lead with compassion and understanding, seeking to help you overcome challenges and take advantages of opportunities so you can build, grow, and protect your wealth moving forward. I recognize the immense responsibility and privilege our team has in working alongside you, and I never cut corners when delivering customized solutions and strategies to meet your long-term objectives.
What are you passionate about outside of work?
I am passionate about my family! My wife, Lauren, and I have two young boys who are active and keep us very busy, from acting as an assistant hockey coach to driving them to bike races and basketball games. In my own spare time I am an avid long-distance runner, and enjoy participating in mountain runs and ultra-marathons here in the Rockies and other scenic spots.
Career and accomplishments
Financial education. As co-leader of Hamilton Foss Wealth, I am determined to make your understanding, knowledge, and comfortability a priority for our team. I strive to instill peace of mind by ensuring your needs and goals are accounted for in your overall wealth and investment plan. I am proud to work alongside Mike and a team of experts that share my drive for excellence, and I enjoy collaborating with them to provide truly comprehensive advice in all facets of your wealth – from financial planning to tax planning and beyond.
I am a true team player, tapping into the knowledge of our in-house and extended partners to address the different and often complex situations you and your family face. Leveraging over a decade of financial services experience in Canadian market analysis, portfolio construction, and risk management, I strive to come up with innovative yet time-proven strategies and solutions that meet your needs and propel you toward your goals with confidence.
I enjoy spending time with my wife, Bailey, our young son, and our Australian Shepherds. As a former NCAA lacrosse player, I take my health seriously and try to stay as active as I can by fishing, hiking, and backpacking. Because of my love of nature, I also actively support various conservation organizations.
Associate Advisor
Helping clients make the most of the money they’ve worked so hard for – whatever that means to them. From meeting regularly with you about your financial plan to in-depth analysis of your portfolio design, I ensure your comfort and best interests are always top of mind. Our aim as a team is to make your lives better by delivering meaningful results at every stage in your financial journey, and I look forward to assisting you in any way that I can.
I take pride in knowing you, your family, and your financial situation in order to deliver sound, trustworthy, and thoughtful investment management advice. I enjoy working in a fast-paced environment alongside a genuinely caring team, and I truly appreciate the wonderful client relationships that make my work worthwhile.
Most of my time is spent alongside my husband, Devon, as we chase after our young daughter, Alice. We enjoy camping, hiking, and following our favourite hockey and baseball teams, often travelling to different cities to check out the stadiums and watch a game. Needless to say, our hearts are broken by our beloved Calgary Flames and Toronto Blue Jays year after year. Inspired by our cat, Milo, and our love of animals, most of our charitable efforts are focused on supporting the Calgary Humane Society and other animal-related charities.
Associate
Constantly learning new things and improving processes for the benefit of our clients. Whether I’m assisting with fund transfers, contributions, account openings, or general inquiries, I ensure no stone is left unturned and that you and your family are satisfied with the results.
I strive to be that friendly, familiar, and consistent voice on the phone when you call. I am committed to delivering excellent client service and personalizing it to your specific needs, and aim to present solutions and documentation as clearly, accurately, and simply as possible.
I enjoy running – I’ve competed in many marathons at home and abroad – hiking the mountains, going to the gym, and cooking. I like to surround myself with healthy minded people who push me to be the healthiest version of myself, and I am thankful to work alongside a team that values mental and physical health.
A balance between forming meaningful relationships with you while also delivering expert analysis of your financial situation. I strive to identify your needs and goals and implement innovative strategies to help you achieve them, all while delivering the best possible service and advice.
I take a big-picture view of your financial picture while never losing sight of the details that matter. As a natural problem solver, I enjoy looking at every piece of the puzzle and working alongside my team to make sure things fit together seamlessly. From administration and trades to ad-hoc opportunities and challenges, I approach them all with the same desire to exceed your expectations.
I enjoy spending time with my partner, Angela, and pushing our abilities in the kitchen to their limits with new and complicated recipes. I also enjoy fishing – fly fishing, in particular, which continues to pose a fun challenge for me – and socializing with friends in person or by playing video games.
I believe that wealth management is more than just investing and picking stocks - although that’s one of my passions – it’s about taking care of your short- and long-term needs by helping you and your family plan for your goals. To that end, I look forward to learning about your unique objectives and ensuring your needs are met in the most efficient and effective way possible.
Taking the time to learn about your specific circumstances, leveraging my expertise and that of our knowledgeable team, and bringing it all together for your benefit. At the end of the day, my aim is to support you with your investment, trading, and financial planning needs in order to help you reach your goals and have you leave each conversation with a genuine smile.
I enjoy spending time with family, friends, and my cats. I am interested in art – in particular hyperrealist drawings in charcoal and pencil – as well as working out and watching movies. I also try to give back when I can through different volunteering activities.
Creating a holistic approach to managing financial resources in accordance with each client’s personal values and goals. I am committed to helping you secure your financial future, and supporting the legacy plans you hope to leave.
As a licensed pilot, I enjoy exploring the ever-changing landscapes of western Canada and the northwest United States. I place great importance on my physical health, constantly pushing my limits and challenging what I believe I can achieve each day. A firm believer in lifelong learning, I’m always exploring new topics that pique my interest, and am passionate about pursuing professional development.
Administrative Assistant
Wealth management represents an ongoing relationship with individuals and their families. I strive to create genuine connections that are foundational to our approach at Hamilton Foss Wealth Management. We want to be there to support you and your family as you continue to navigate each new stage of life.
I lead with curiosity and compassion. Our industry is everchanging, and so are the needs of our clients. We want to ensure that we capture everything from the small details to the big ones; using them to help you meet your goals as they grow, develop, and change. Through collaboration with my knowledgeable team, we will continue to work hard to provide you with solutions for all of your financial needs.
Movement and community are two key aspects of my life. I spend a lot of my time continually integrating myself into the group fitness community in Calgary. I’ve been a spin instructor for the last six years and it has been foundational to my sense of belonging, wherever I go.
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