Partaker Wealth Management

The Partaker Tetrault Wealth Management Group offers the individualized, careful counsel you need to help you reach your goals. We offer prudent advice, a wide range of investments that will make your goals a reality, and individually tailored financial plans. We follow a conservative, balanced investment strategy. There are no get-rich-quick schemes and no "hot tips." We provide balanced, insightful and experienced recommendations for long-term investment. The Partaker Tetrault Wealth Management Group is comprised of two experienced investment advisors as well as senior associate support staff. With our wide range of specialized knowledge, you have access to comprehensive advice on any topic. Our knowledgeable advisors are backed by specialists at RBC Dominion Securities who can provide additional counsel for all issues affecting your financial future. All members of our team are fully accredited Investment Advisors and Financial Planners, plus have certification as Level II Insurance Representatives.

Randy Partaker, FMA, FCSI

 

Mike Kolo

Mike Kolo specializes in Wealth Management and Investment Management with RBC Dominion Securities. Working with other RBC Wealth Management specialists, Mike utilizes his extensive experience in relationship management to develop integrated wealth and investment solutions specifically custom tailored to busy executives and professionals, successful business owners, self employed professionals, and as well as for; established families, pre-retirees & retired individuals.

Before joining RBC DS, Mike spent a combined 11 years as a Relationship Manager at one of Canada's largest chartered banks, and later; as a Senior Relationship Manager at one of the world's largest Premier Banks. In that role, he was responsible for some of the bank's largest clients. Mike is a Chartered Investment Manager (CIM) charter holder and has his Investment Advise certifications from the Canadian Securities Institute.

Mike was born in Winnipeg Manitoba, but permanently relocating to Calgary in 2001.

Mike KoloInvestment Advisor

 

Bigler Wealth Management

We understand our clients wealth as it matters to them.

Sean has been with RBC for over 20 years. He draws on his extensive experience and professional network to help you with all of your financial needs. Sean married his high-school sweetheart and has two teenage daughters.

Kim has over 15 years of experience in the financial industry. In 2015 she teamed up with her brother Sean to focus on Wealth Management for their clients. Kim has the FPSC Level 1™ Certification in Financial Planning and is also certified as a Registered Retirement Consultant, RRC. She is happily married with two young children.

Sean BiglerInvestment Advisor

 

Deb Sorensen

 

"I have been with RBC Group for over 25 years. Using financial planning, I provide a comprehensive range of services to help you achieve your wealth management goals including insurance and estate planning. If you need help creating a retirement income, please give me a call or click here to learn more about my services."

Deb Sorensen, CFP, RPA, CPCAInvestment Advisor & Financial Planner

 

Michael McKelvie

"As your financial advisor, I take a comprehensive planning approach with my clients to ensure I fully understand their needs. I will help you identify your goals or the challenges you are facing and develop strategies around them. I will provide solutions and guidance using the broad resources offered through RBC Dominion Securities including access to Will & Estate consultants and Insurance specialists. If it is income you need for your lifestyle or protection of your family assets, I will help develop a plan to enhance it. I have over 33 years of providing advice and guidance to individuals and businesses. I have a network of professionals I can rely on to ensure my clients receive the best service possible."

Mike McKelvie, CFPInvestment Advisor & Financial Planner

 

Mitesh Patel

Mitesh has been providing trustworthy guidance to his client’s financial future for over 10 years. Through this time, he has built meaningful relationships which in turn have supported the growth of his business.

Graduating from SAIT in 2005 with his diploma in Business Administration, Mitesh completed his Canadian Securities Course (CSC)® and Conduct and Practices Handbook Course (CPH)® and was drawn to the investment and banking industry. He began his career with Scotia Bank becoming a Personal Financial Planner (PFP)® in 2011. Prior to joining RBC Dominion Securities, Mitesh was a Financial Planner with RBC Royal Bank joining Dominion Securities as an Investment Advisor in late 2016 and bringing with him a wealth of knowledge and experience in the investments and financial planning.

When he is not providing advice to clients, Mitesh enjoys camping with his wife, Eva, and their two daughters, Lacey and Halle, as well as hiking and exploring the Canadian Rockies. He is also an avid cook and you can often find him in his Okotoks home kitchen either searching for a new recipe or concocting one of his own.

Joleene focuses her time around client service and is primarily responsible for all client administrative needs, ensuring all regulatory and compliance standards are met.

Bringing with her over 10 years’ experience in customer service, she joined RBC Dominion Securities in November 2014 and completed her Canadian Securities Course (CSC)® and Conduct and Practices Handbook Course (CPH)® becoming fully licensed as an IIROC Investment Representative in February 2017. Prior to joining RBC Dominion Securities, Joleene completed her diploma in Applied Commerce and Management Education at Red River College and began her professional career as a Contract Administrator in the Aerospace industry, later joining Richardson GMP where she began her journey in the investment industry.

Joleene and her husband Jeff enjoy a variety of interests including following Formula 1 racing, driving fast cars and staying active with their dog, Bentley. She also enjoys taking time away from work to get her hands dirty by helping out on the family farm in Manitoba.

 

 

 

Mitesh Patel, PFP, Investment Advisor