Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Calgary Dome 704 branch teams.

Arvind Azariah, MBA, CIM

Portfolio Manager & Investment Advisor

Phone Number403-266-9681 | Email me | Visit Website

Austin Claypool

Investment Advisor

Phone Number403-266-0304 | Email me | Visit Website

Bansi Dattani

Investment & Wealth Advisor

Phone Number403-299-6569 | Email me | Visit Website

Bow Valley Wealth Management Group 

Phone Number403-299-5034 | Email me | Visit Website

Brent Smuszko, B.Comm., CFP®

Investment Advisor

Phone Number403-299-7105 | Email me | Visit Website

Christopher Girdler, CFA

Investment Advisor

Phone Number403-299-7394 | Email me | Visit Website

Dallas Claypool

Senior Portfolio Manager & Investment Advisor

Phone Number403-266-9633 | Email me | Visit Website


Doug Mushka, B. Admin, CFP, CIM, FMA

Portfolio Manager & Investment Advisor, Financial Planner

Phone Number403-299-7357 | Email me | Visit Website


Ernst Kubitz, CIM

Investment Advisor

Phone Number403-299-4678 | Email me | Visit Website


Helen She

Investment Advisor & Financial Planner

Phone Number403-299-7192 | Email me | Visit Website

Jason Baba Wealth Management Group 

Email me | Visit Website

Jon Cornish, CFA

Investment Advisor

Phone Number403-299-5029 | Email me | Visit Website

Kristine Legge, MBA, CIM, FMA

Investment Advisor

Phone Number403-299-7361 | Email me | Visit Website

Matthew Hamilton, CPA, CA, CFA

Portfolio Manager

Phone Number403-441-4698 | Email me | Visit Website

Peter Thorp

Senior Portfolio Manager & Investment Advisor

Phone Number403-216-6182 | Email me | Visit Website

Rich Clark, MBA

Senior Portfolio Manager

Phone Number403-299-7173 | Email me | Visit Website


Samir Manro, FMA, PFP, CIM

Investment & Wealth Advisor, Portfolio Manager

Phone Number403-266-9628 | Email me | Visit Website

Sean Baylis, CIM

Senior Portfolio Manager & Wealth Advisor

Phone Number403-299-7136 | Email me | Visit Website

Steve Twible, CIM, FCSI

Senior Portfolio Manager & Investment Advisor

Phone Number403-299-7082 | Email me | Visit Website

Stevenson Holtby Investment Management Group 

Phone Number403-299-5133 | Email me | Visit Website


Tyler Robinson & Roger Gust 

Visit Website


Warren Armstrong, CIM, FCSI

Senior Investment Advisor

Phone Number403-266-9665 | Email me | Visit Website

 

Let us connect you with an advisor today!

 

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