How we started
In a world where finance often seems complex and daunting, the foundation of our investment advisory practice has an intriguing beginning. Kiran Seetal and Jon Cornish's paths converged just a day after Jon decided to hang up his football cleats, marking the end of an illustrious career. Their initial encounter in the corridors of another bank's Wealth Management division swiftly transformed into a strong camaraderie outside the professional realm. The synergy was evident. With shared values, goals, and a vision for the future, it wasn't long before they teamed up to champion a common cause: helping clients realize their financial dreams.
Their collaboration garnered attention for all the right reasons. Jon, after being celebrated in the Canadian Football Hall of Fame, added another feather to his cap by achieving the esteemed CFA Charter. Recognizing the potent combination of their financial acumen and unmatched dedication, RBC extended an invitation, beckoning them to be part of the Dominion Securities family. They accepted, and the rest, as they say, is history.
Founding Members
Kiran Seetal, with over 15 years of experience in wealth management, has been the linchpin for numerous affluent Calgary families, guiding them through the labyrinth of financial decision-making. Her expertise is not just a testament to his years in the industry but also to the deep trust and rapport she's cultivated with the city's most prosperous families.
On the other hand, Jon Cornish brings to the table a unique blend of expertise in investment management based on his previous experience helping manage over $400 million in assets. Based on research, conviction and sound values, just like on the field, Jon continues to thrive carrying the financial ball for his clients.
Together, Kiran and Jon encapsulate the intricate tapestry of finance for the families and institutions they work with. Their collective experience converges to create a holistic approach to wealth management, ensuring that their clients receive not just service, but a legacy of trust and excellence.
Dealing with Adversity
In 2020, as the world grappled with an unforeseen pandemic, a new chapter was unfolding for Jon and Kiran at RBC. The timing was serendipitous – joining RBC during one of the most tumultuous periods in modern history might have daunted most. But not this duo.
While the pandemic brought forth unprecedented challenges, Jon and Kiran stood steadfast, continuing to guide their growing client base through the stormy seas of uncertainty. They deftly steered their clientele, helping them make sense of the financial chaos that ensued, proving that even in the face of global adversity, sound advice and unwavering commitment prevail.
With the pandemic now a chapter in their journey, Jon and Kiran boast over 25 years of combined personal finance experience. Their resilience during such testing times has further honed their skills, enabling them to traverse various market conditions with agility and foresight. In an ever-evolving financial landscape, their experience serves as a beacon for clients navigating the complexities of personal finance.
Our Culture
At the heart of our success is a team culture rooted in collaboration, continuous learning, and a genuine passion for serving our clients. From the moment Kiran Seetal and Jon Cornish united their diverse experiences and strengths, it was clear that they both shared a vision – to foster a work environment where every voice is valued, every challenge is an opportunity, and every client's dream is our shared mission.
Beyond the confines of the office, Kiran and Jon's dedication extends to the broader Calgary community. Together, they have devoted hundreds of hours volunteering and supporting revered institutions such as the Alberta Children's Hospital, Wood's Homes, the Calgary Foundation, Calgary Opera, and Alberta Ballet, to name a few. This commitment to giving back isn't just a testament to their character, but a reflection of their belief that tomorrow can indeed be better than today. It's not just about enhancing the financial futures of their clients, but actively contributing to a brighter, more promising Calgary for everyone.
Just as important as the business we do, are the relationships we build
We believe that the foundation of any thriving financial advisory practice lies not just in numbers and strategies but in the relationships built and nurtured over time. We're more than just advisors; we're a family committed to making a positive impact both for our clients and in the community.
