Liviniuk Wealth Management Group

Vi Liviniuk, CIM, CFP, B.ED, B.A.

Vice President, Portfolio Manager

403-266-9629 | Email me

Vi Liviniuk provides highly professional advice to individuals, families, retirees and business owners. Clients benefit from her breadth of experience, as she is qualified to provide comprehensive expertise in the areas of portfolio management, tax planning, financial planning, risk management and estate and business succession planning.

By meeting stringent accreditations, Vi has achieved the Portfolio Manager designation – allowing her to deliver elite discretionary investment management to clients with sophisticated financial needs. This is the most distinguished designation in the investment industry. It is awarded to an exclusive group of advisors who meet strict standards for education, long work experience, and practice with the highest standards of ethics and dedication to clients. She has built a reputation as a trusted Portfolio Manager. Her team is an elite group of professionals licensed to offer customized Wealth Management advice to high net worth clients and business owners.

Vi's education and other professional designations include: Canadian Investment Manager (CIM), Certified Financial Planner (CFP), Bachelor of Education (B.Ed) and Bachelor of Arts (B.A.) from the University of Alberta. In addition, Vi is a life-licensed insurance representative, which qualifies her to advise clients on tax-deferral, risk management (life, disability, critical illness and long term care insurance, annuities) and complex estate-planning strategies.

Vi's tenure with RBC Dominion Securities has resulted in the establishment of strong network of experienced professionals within RBC Weath Management including Private Banking, Retail Banking, Commericial Banking and Will & Trust services.

"I believe the key to my clients' success is based on our relationship of mutual trust. It's not only about the management of their money. It's about understanding who they are and taking a holistic approach to helping them stay wealthy. Being entrusted to shape their finanical future is a responsibility I do not take lightly”.

Vi lives in Calgary with her husband Steve and their two children. She is an avid golfer, skier and runner. Vi is a member of the Glencoe Club and Glencoe Golf & Country Club and enjoys an active lifestyle in beautiful Alberta. Vi and Steve's charitable spirit support The Canadian Mental Health Association and the Calgary Homeless Foundation.

Christopher Taylor, MBA, CIM

Associate Advisor

403-299-7039 | Email me

Chris has several years of experience, spanning many areas within the investment management industry.   At Liviniuk Wealth Management Group, he provides support for portfolio management activities, and is instrumental in the completion of portfolio analysis, investment research, trading and rebalancing, cash flow planning, and investment policy implementation. His experience in the areas of financial analysis and securities trading make him a valuable member of our team.  For clients, Chris is a key point of contact for any investment-related questions or requests.

Chris holds an Honours Bachelor of Commerce degree with a major in Finance and a minor in Economics from Lakehead University, and a Master of Business Administration degree with a specialization in Accounting from the Goodman School of Business. He has also been accredited through the Canadian Securities Institute with the Certificate in Estate Planning and Trust Strategy, as well as a professional designation as a Canadian Investment Manager.

Gabrielle Tomelin

Associate

403-299-5257 | Email me

Gabrielle moved to Calgary and joined RBC Dominion Securities from RBC Royal Bank in 2011. She has an extensive background in Personal and Commercial banking and brings her organizational skills and passion for customer service to the team.

As the Senior Associate on the team, Gabrielle provides access to a comprehensive range of services and is one of our main points of contact for our clients. She will ensure you receive timely and helpful information related to your accounts, schedule client meetings, assist with account contributions and account requests. Gabrielle’s breadth of experience and knowledge help ensure expert execution and peace of mind for our clients.

Gabrielle graduated from Calgary’s SAIT Polytechnic in 2006 with a Diploma in Business Management and is a firm believer in ongoing education to best serve the clients of Liviniuk Wealth Management Group. In her spare time she enjoys spending time outdoors with her husband, travelling, cooking and event planning. 

Kathleen Clark, BA

Associate Wealth Advisor

403-299-4511 | Email me

Born and raised in Calgary, Kathleen graduated from the University of British Columbia in Vancouver with a Bachelor of Arts degree with a major in Political Science and a minor in Commerce. Prior to moving back to Calgary and joining the Liviniuk Wealth Management Group, Kathleen worked in Stakeholder Relations on a significant pipeline infrastructure project for a major oil and gas company.

Often clients’ main point of contact, Kathleen is a key part of the team. She is responsible for the overall coordination of Wealth Management services, including Financial Planning administration, Will & Estate administration, and Insurance applications and administration.  Kathleen also provides administrative support and tax reporting, and arranges portfolio reviews and meetings.

When she is not at work, Kathleen enjoys traveling, playing sports, photography, and cooking. She is also an active member of the Glencoe Club.

At times you will need to step out of your comfort zone to realize significant gains.
Vi Liviniuk