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Portfolio Manager & Financial Planner
Jessica Joss is a Portfolio Manager and Financial Planner with a knack for turning complex financial strategies into clear, actionable plans. With CPA, CFP, and CIM designations, she's fluent in accounting, tax, planning, and investments-the full financial toolkit.
Raised on a farm, she learned the value of hard work and grit to get the job done. Those roots keep her grounded and give her a down-to-earth perspective clients appreciate.
When she's not helping families and business owners grow and preserve their wealth, you'll often find her giving back through community volunteerism. Service isn't just something she does-it's part of who she is.
In the office or out in the community, she's known for her dedication, approachability, and ability to make financial planning feel less intimidating (and maybe even a little fun).
Associate
Micayla Wilson is a rock star in every sense of the word. Armed with an accounting degree and an unstoppable work ethic, she's just as comfortable crunching numbers as she is juggling life with her two young kids. Consistently demonstrating sharp attention to detail and a problem-solving mindset, she brings both technical knowledge and practical insight to her work.
Her days are a mix of spreadsheets and playdates. Known for her energy, positivity, and sense of humor, Micayla brings a spark to everything she does-whether it's solving a tricky problem at work or building pillow forts at home.
She's proof that you can be both professional and playful, and she wouldn't have it any other way.
Justin Laczo is a financial analyst with an accounting degree from MacEwan University and a genuine curiosity for how numbers tell a story. He enjoys taking complex data, breaking it down, and turning it into insights that make sense in the real world.
Outside of work, you’ll usually find Justin on the golf course—sometimes chasing birdies, sometimes just chasing his ball out of the rough. Golf is a mix of strategy, focus, and fun, which lines up well with how he approaches finance.
Whether it’s analyzing markets or lining up a putt, Justin brings patience, persistence, and a sense of humor to the challenge. Always eager to learn and connect, he’s excited about building a career in finance while keeping life balanced with a passion for hockey and golf.
