"Life is busy, time is precious and managing finances can be complicated and overwhelming. That’s why we manage your financial world so you can spend more time doing what you enjoy."

- Bow Valley Wealth Management Group

 

 

Our team

Learn more

Our approach

Learn more
 

No matter what life events happen, we help you navigate through and celebrate on the other side.

Clients come to us for our expertise and stay for the peace of mind and freedom they gain from letting us help. We are here to help make your unique goals and dreams a reality, and it is our honour and privilege to walk alongside you in your journey.

Headshot of Darryl Bourne

Darryl Bourne

Senior Portfolio Manager & Investment Advisor CIM

Merlin Doucette

Senior Portfolio Manager & Investment Advisor CIM, PFP

Robert Tufts

Financial Planner CFP

Nada Ceklic

Senior Associate

Mimi Mihalcheon

Senior Associate Advisor

Dave Morris

Senior Associate Advisor

Breezie Fielding

Associate

Jamie Contreras

Associate

Juliana Crippa

Associate Advisor

Cora Campbell

Administrative Assistant

Makena Doucette

Administrative Assistant

We want to help you achieve your goals.

Recent Posts

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

Jul 18, 2025 | Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic impact.

Read more
One year in: The Labour Party’s report card

One year in: The Labour Party’s report card

Jul 11, 2025 | Frédérique Carrier

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

Read more

H1 2025 equity recap: Business as unusual

Jul 08, 2025 | Kelly Bogdanova

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

Read more