Meet our team

James is a Discretionary Portfolio Manager and Senior Wealth Advisor with 36 years of investment industry experience.

James enjoys the opportunity to help individuals and their families grow and preserve their wealth. At his current age of 69, he plans to continue enjoying work and has developed a very strong team, in place for future succession planning. 

He has been happily married to his wife Verna for 40 years and they have 3 adult children. James and Verna enjoy travelling and learning other languages including French, German, and Spanish.

James plays the Bagpipes and is a volunteer Pipe Corporal with the Calgary Police Service Pipe Band.

Fernando is a Wealth Advisor and holds the Chartered Investment Manager (CIM) designation with a Bachelor’s degree in Economics from the University of Calgary. He has 6 years investment industry experience and is working towards his Discretionary Portfolio Manager status.

He enjoys all aspects of working in the investment industry and looks forward to developing and assisting our clients with their wealth management objectives.

Katlyn is starting her third year with our Group as our Associate. She manages all client documentation and coordinates all client meetings. She is an integral part of our group and is available to assist clients with all requests.

Katlyn is interested in completing the Canadian Securities Course and working towards this goal.