John A. Rose, FCSI

Investment Advisor

403-299-5043 | Email me

John is a 30-year veteran of the Canadian investment industry. His background with the Bank of Canada and major Canadian investment dealers provides him with a conservative perspective on investment management. He has a proven track record and a passion for investment results. John lives in Calgary with his wife Jody, and three children Ginny, Charlie and Dana.

Richard Nagan, B.Comm., FCSI

Associate Advisor

403-299-7087 | Email me

Richard has over 20 years of experience in the Canadian brokerage industry, and has worked together with John for over a decade. His background is in finance, and his experience is with major Canadian brokerage houses. This has helped shape his conservative views on money management along with his focus on providing excellent client service. Richard lives in Calgary with his wife Kimberly and their two boys, Liam and Seth.

Matthew Mantle, CIM

Associate Wealth Advisor

403-355-2356 | Email me