Mike Clarry

Helping people meet their financial goals is Michael's aim, his wealth management experience is centered around this. Prior to becoming an Investment Advisor, Mike worked as a Personal Banking Officer, which equipped him with an in-depth understanding of financial products, markets, and a keen sense of investor needs. Continuing education is an important factor in providing relevant advice and Mike has integrated this belief into a core part of his business model. Mike received his Honours B.A. in Economics from Queens University, has completed the Canadian Securities Course (Honours), the Financial Management Advisor designation (FMA), and has obtained the Fellow of the Canadian Securities Institute designation (FCSI). He also holds the esteemed Chartered Investment Manager designation (CIM), considered to be a top standard in our profession and a requirement to hold an Associate Portfolio Manager status. On his weekends, Mike enjoys to both watch and play tennis, and spend time with his dog. Mike is supported by Darren Carmelo, a licensed Investment Associate who works closely with Mike to provide client service and business development.

Darren Carmelo

Darren graduated from the Southern Alberta Institute of Technology (SAIT) with a Business Administration –Marketing Diploma. Darren has earned his Associate Wealth Advisor designation and is currently working on obtaining his Certified Investment Management (CIM) designation from the Canadian Securities Institute. Darren is your first point of contact regarding administrative tasks, he also assists in creating and reviewing financial plans. Darren’s administrative expertise and attention to detail is an asset in providing superior client service. In his spare time, Darren enjoys traveling with his wife and daughter, and spending time with their puppy Harmony.