Meet our team

Key role: Portfolio Management, Tax Strategies, Client Communication, Team Management

Rob earned his Bachelor of Commerce with Distinction from the University of Alberta in 1993 and received the Peter Lougheed Leadership Scholarship for academic performance and athletic involvement along with the J.R. Longstaffe Leadership Award for academics and community involvement from the U of A. Rob articled at Ernst and Young and became a Chartered Accountant embarking on a career in wealth management in 1999.

Rob has been actively involved in his community and in the non-profit sector as past board member of The Centre For Family Literacy, and of Building Markets and as a co-founder of an Evening of Wine and Words in support of the Centre for Family Literacy

Rob is a lover of live music, an avid reader, and has a passion for travel.  Rob values fitness and has participated in many sports over the years including snowboarding, marathon and triathlon.

Key role: Portfolio Management, Portfolio Analytics, Client onboarding, Trading

Jon earned his Bachelor of Commerce in Finance with a minor in business law from the University of Alberta in 2010. Jon also holds a Master in Business Administration (MBA) from the University of Alberta with a focus on International Finance. He began his career as an Associate with CIBC Wood Gundy, where he gained a strong foundation in the investment industry. Jon is fascinated by the elements that make a business successful and enjoys educating our clients and helping navigate them through the financial markets.

Jon volunteers his time and resources towards initiatives he is particularly passionate about. He currently sits on the board of directors for Avalanche Canada, whose vision is to eliminate avalanche fatalities and injuries in Canada. As the national public avalanche safety organization, Jon oversees the investments and stewards the capital as the Investment Committee Chair.

Jon is a lover of movement. When he is not training for a marathon in the summer, he is likely to be found cross-country skiing around Edmonton and participating in the annual Canadian Birkie Ski Festival. Jon also shares a passion for travel and continues to enjoy experiencing new cultures and remote areas of the world.

With a career in wealth management that began in 1998, he accumulated over two decades of experience serving clients across Western Canada. His extensive background is further enriched by 15 years in the technology sector and exposure to the oil and gas industry, which provides him with a broad perspective on various economic sectors and investment opportunities.

John's academic pursuits took him to France, where he earned a Diploma of French Language Studies from the Centre universitaire d'études françaises at Université Stendhal – Grenoble III, and studied French Language, Literature, and Civilization at the Institut d'Etudes Francaises pour Etudiants, Université D'Aix-Marseille.

In his personal life, John is married to Patricia and is a father to two sons, and four grandchildren. He enjoys spending time with his grandchildren, perennial gardening, and wine tasting. Additionally, his commitment to community and leadership is demonstrated by his past role as President of the Rt. Hon. Sir Winston Spencer Churchill Society.

Key role: Administration, Client Service, Client onboarding

Sofia has been with the team since 1997. Her tremendous depth of knowledge is a resource not only for our team but also for our firm. Considered by many, the gold standard for administration, Sofia prides herself on the accuracy, proficiency, and level of service she provides our clients with. Her dedication and commitment to serving our clients’ has to be seen to be believed.

In her free time, she is usually found making memories with her grandchildren. On those other rare occasions, you will find her shoe shopping, reading, or watching the most recent movie release.

Key role: Administration, Client Service, Client onboarding

Taylor has over 8 years of experience in the wealth management industry, with a primary focus on client service. Taylor’s role is constantly evolving. Taking the lead for the team’s day-to-day operations, her administrative expertise is key to the efficiency and performance of Campbell Germain Advisory Group. She works diligently to schedule meetings with our valued clients and partners, also assisting with reporting, administration, and communication for Campbell Germain Advisory Group. Taylor’s organization, attention to detail, and a keen interest in providing exemplary service, make her a key part of our team.

Joining the industry in 2006, Lyndsay has developed an extensive knowledge in comprehensive wealth services including retirement, tax, estate, risk management, philanthropy and business succession planning. Her dedication and compassionate approach ensure that plans are custom tailored to each client’s unique set of circumstances and delivered with a high level of care.

Lyndsay holds her Certified Financial Planner (CFP) designation and Chartered Financial Divorce Specialist (CFDS) designation. She has also completed the Canadian Securities Course (CSC), Conduct practices Handbook (CPH) and Life Licence Qualification Program (LLQP). 

Lyndsay is an enthusiast of all things athletic. When she’s not in the office, she can be found playing hockey, slo-pitch and golf. Lyndsay has a passion for tourism. She dreams of galivanting around the globe and has traveled to over 30 countries.