Our Undivided Attention – When You Need It Most

Simplify your life by delegating your day-to-day investment decisions to one of our highly-accredited Investment Counsellors, so you can focus on what matters most to you.

Alan Hamar, CFA, B.Comm.

Investment Counsellor

Phone Number403-299-5207 | Email me | Visit Website

Benjamin Lau

Investment Counsellor

Phone Number368-992-5826 | Email me | Visit Website


Daniel Busi

Senior Investment Counsellor

Phone Number403-299-5158 | Email me | Visit Website

George Galbraith

Investment Counsellor

Phone Number587-582-5676 | Email me | Visit Website

Graeme Porter

Investment Counsellor

Phone Number403-476-7391 | Email me | Visit Website

Heather McOuatt

Investment Counsellor

Phone Number403-476-7399 | Email me | Visit Website

Iveta Andreeva, CFA

Investment Counsellor

Phone Number403-299-7229 | Email me | Visit Website

Jacklyn Fehr

Investment Counsellor

Phone Number403-869-5437 | Email me | Visit Website


Julie Tupman, CFA, CFP, CIM

Investment Counsellor

Phone Number403-299-5137 | Email me | Visit Website

Lee M. Cummings, CFA

Senior Investment Counsellor

Phone Number403-299-4517 | Email me | Visit Website

Michael Ing, CFA

Investment Counsellor

Phone Number403-299-5200 | Email me | Visit Website

Michael McIntosh

Senior Investment Counsellor

Phone Number403-515-6843 | Email me | Visit Website

Peter Argiris, CFA, CFP

Investment Counsellor

Phone Number403-299-7372 | Email me | Visit Website

Robin Swinton, CFA, CFP

Senior Investment Counsellor

Phone Number403-515-6836 | Email me | Visit Website