Tad Bartkiewicz

Vice President & Investment Advisor

403-299-7108 | Email me
1-800-310-6484

Tad joined the financial services industry in 1993. He is a professional geologist registered with Apegga who has extensive experience working in the mining industry in the Northwest Territories. Tad’s expertise lies with his unique ability to combine his geological background with his understanding of macroeconomics and how factors influence financial markets. His professional training is especially insightful in our Canadian resource-based economy and in understanding the opportunities in growing and emerging economies. Using this unique knowledge, he custom-designs solutions for his client’s individual needs.

WEALTH MANAGEMENT EXPERTS

Kelly Kotello

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. Kellys role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans
 

John Simes

Will & Estate Consultant
 
John attended the University of Manitoba and received a Bachelor of Laws degree in 2002. He has extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.

 
John works closely with Tad 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 or accountant

 

Mike Macoun, CLU, RHU

Estate Planning Specialist

Specializing in estate planning, Mike provides solutions to various wealth management issues, and can focus on both personal and corporate solutions to help increase your net worth and reduce the impact of taxation today and at death.

Mike is an active member of ADVOCIS (Canadian Association of Insurance Professionals), and has his Charter Life Underwriter (CLU) and Registered Health Underwriter Designations (RHU).