Meet our team

Professionals who listen to your needs

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor and Portfolio Manager

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English

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.

Senior Wealth Advisor and Portfolio Manager

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English

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.

Gina Freelend

Senior Wealth Associale

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Key role: Wealth Planning, Trading, Client Communication

Gina is dedicated to helping our clients achieve their financial aspirations and secure their financial futures. Gina also supports team communications, business development, and client service and acts as a liaison between the investment and administrative teams. Along with over 20 years of experience in the industry, she radiates positive energy at work that uplifts both our clients and our team. She has completed the Canadian Securities Course and the Wealth Management Essentials Course (WME).

Gina has several outside interests that keep her well-rounded and fulfilled. She finds that practicing yoga helps her stay centered, focused, and calm, both on and off the mat. She is also an avid traveler and loves exploring new cultures and trying new foods.

Sofia Oleksyn

Associate

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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.

Taylor Thursby

Associate

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English

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.

Contact us

Get contact information for our team members and find out where our offices are.