Mike McKelvie, CFP

Mike McKelvie

Investment Advisor & Financial Planner

403-299-6548 | Email me

Mike McKelvie, CFP

Investment Advisor & Financial Planner

403-299-6548 | Email me
403-299-6513
1-866-440-8291

Mike joined RBC Dominion securities in 2006. Prior to then, he held various management positions in RBC Bank including Branch Manager and Financial Planner since 1979. My personal goal is to ensure my clients have suitable and understandable financial products and services. Provide ongoing financial advice and guidance with respect to areas that can or may affect their financial well-being. I take a very consultative approach to ensure I fully understand what is most important to my clients. 

Mike is a Certified Financial Planner (CFP) and a Licensed Insurance Representative. In keeping these licenses and designation, Mike adherence to the professional code of ethics and he fulfils annual continuing education requirements to remain current with the most up-to-date plan strategies and financial trends.

Mike has been married for over 30 years with two sons and two daughters.

Kelly Kotello, B.Comm., CA - Financial Planning Specialist 

Kelly is a Chartered Accountant (CA) with over ten years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1 and 2 of the CICA In-Depth Tax Course.
Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients. Kelly works with Mike to prepare and present comprehensive Compass Financial Plans.

 

Eric Milner, CLU, CHS - Estate Planning Specialist 

Eric is a valuable member of Mike's team, helping you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He is able to provide innovative and tax-efficient solutions to various wealth management needs.

Having begun his career in the financial services industry in 2003, Eric has a diverse range of experience working in both sales and management positions, within a variety of Canadian life insurance companies. He joined RBC WM FS in 2014.

With experience in both personal and corporate insurance planning, Eric is able provide unique and customized solutions to meet your needs and maximize the financial and tax advantages of insurance products. He focuses on wealth management solutions to manage financial risk, business succession planning and maintaining family harmony, and assist in the realization of philanthropic goals.

Focused on continual learning, Eric obtained a Bachelor’s degree (BA) from Ambrose University College along with a number of industry designations including the Chartered Life Underwriter (CLU) in 2012, followed by the Certified Health Specialist (CHS) in 2014. He has also completed and obtained the Canadian Investment Manager (CIM) designation in 2010. Along with the above educational pursuits, Eric is also a member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.

Eric lives in Calgary with his wife and four children and enjoys an eventful social life. He is actively involved in community organizations and is an avid reader.

 
 
John Simes, B.A., LL.B.-Will & Estate Consultant
 
John works closely with Mike to provide you with information on structuring your estate in an efficient and tax effective manner. Following your meeting, John will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer and or accountant.  
  

John attended the University of Manitoba received a Bachelor of Laws degree in 2002. Prior to joining BC Dominion Securities, John worked with a prominent national law firm and a large trust company or he gained extensive experience in estate administration, wills, trusts, powers of attorney and personal directives.

John is a member of the Law Society of Alberta, the Canadian Bar Association and the Calgary Bar Association.