JonĀ Lambe, CFA

Investment Advisor

403-299-5261 | Email me

Jonathan (Jon) graduated from the Haskayne School of Business with Bachelor of Commerce, Finance Degree in 1999 and then completed the three year CFA program in 2004.  Jon started his career as a corporate analyst and then as a risk manager and professional trader before transitioning to private wealth. Jon's unique combination of experience provides him a unique skill set within the team to help families make the best possible risk adjusted investment decisions. Jon is a native Calgarian who has been active on volunteer boards including the Energy Risk Management Association of Calgary (ERMAC) and active participation and fundraising for events such as the Ride to Conquer Cancer & Hockey for the Cure.  Jon lives in the inner city with his wife and three children.

BradĀ Hearst


403-299-7362 | Email me

Brad has been working in the Banking and Investment industry since 2010 and has extensive experience managing high net worth clients. His commitment to client service and attention to detail make him an invaluable part of our team. An expert in account administration, Brad is involved in nearly all aspects of the wealth management process and supports our team tremendously to ensure no detail or opportunity goes overlooked.

Brad was born and raised in Calgary, is a new Dad and holds a business degree from Mount Royal University.