- Lori has been working in finance for almost her entire career, spending the last 31 years working in Wealth Management.
- She is a CFP, and she finds joy in helping people solve their financial puzzles
- When she is not at work, you can find Lori spending time enjoying her 2 favourite things - Family and Friends.
We work together to achieve your goals
We provide consistent and timely financial advice that takes into
consideration the client’s personal situation to help them achieve
their lifelong goals.
Our team of finance and customer
service professionals are motivated to understand your personal,
family and professional situation and communicate with you with
empathy, honesty and clarity.
Our team of experts
Senior Wealth Advisor & Portfolio Manager
English
- Portfolio Management – develop, refine, and implement overall investment strategies.
- Financial Planning – Planning and reviewing strategies, in addition to Estate and tax planning.
Senior Wealth Advisor & Portfolio Manager
English
- 32 years of experience in wealth management and finance.
- Bachelor of Economics from the University of Saskatchewan; holds the Canadian Investment Manager (CIM), Accredited Investment Fiduciary Professional (AIFP), and Certified Financial Planner (CFP) designations.
- Away from the office, Greg keeps busy being a dad, competing in triathlons, and working in the Downtown Rotary Club. Greg and his wife Flora have a nine-year-old daughter and seven-year-old son.
- Portfolio Management – develop, refine, and implement overall investment strategy.
- Financial Planning – Plan strategy. Estate and tax planning.
Senior Wealth Advisor & Portfolio Manager
English
- Mark has been working in finance since 2014, and in wealth management since 2016. Prior to working in finance, Mark spent 14 years working as a pilot both in civil and military aviation. In his 11-year Air Force career, he flew the C-17 Globemaster III, serving in Afghanistan, as well as several other conflict zones, in addition to numerous humanitarian missions.
- Mark holds an undergraduate degree in economics, as well as a Master of Business Administration degree (MBA, finance).
- Mark and his wife have three young children who keep them hopping! He and his family enjoy an active lifestyle and share a passion for exploring Calgary and western Canada’s natural beauty.
- Portfolio Management – develop, refine, and implement overall investment strategies.
- Financial Planning – Planning and reviewing strategies, in addition to Estate and tax planning.
Andrew Vooys
Wealth Associate
English
- 9 years of experience with the team.
- Bachelor of Business Administration from SAIT, focusing on accounting.
- Outside of work, Andrew keeps busy with rugby, swimming, and volunteering at the Strathmore Overnight Shelter. Andrew and his wife Jennifer live in Strathmore, where they tend to an overactive garden.
- Trading – Andrew can accept and execute unsolicited trade orders as well as recommend trades based on your current portfolio to create cash for withdrawals or invest a contribution.
- Financial Planning – preparation and refinement of financial plans.
- Client Service – Registered Plan Contributions and Withdrawals, Online Access, and Tax Documentation.
- Principal Point of Contact For – Online Access, Financial Plan Details, and Tax-Related Requests. Even if it’s not related to the former, he is always happy to take your call and ensure that the right team member gets in touch with you!
Jennifer Arsenault
Wealth Associate
English
- Jennifer Arsenault joins us from a competing Wealth Management Firm. She has 17 years of industry experience as a securities licensed Associate.
- Multiple customer service award winner
- As a naturally competitive individual, when not in the office you can generally find her weight training at the gym, behind a boxing bag, or at home watching sports with her spouse, two teenagers, and a 100-pound German Shepherd.
- Trading – Jennifer can accept and execute unsolicited trade orders to create cash for withdrawals or invest a contribution.
- Client Service – Registered Plan Contributions and Withdrawals, Research Requests, and Tax Documentation.
- Principal Point of Contact For – Tax Requests, Transactional Items, Trade requests. Even if it’s not related to the former, she is always happy to take your call and ensure that the right team member gets in touch with you!
Dalton Sykes
Wealth Associate
English
- Working with the team and in Wealth Management since 2024
- Dalton holds a Bachelor of Business Administration
- Dalton is an avid traveller who has visited 48 countries and counting. He loves discovering new restaurants and immersing himself in diverse cultures.
- Documentation – opening new accounts, updating existing accounts, and ensuring documentation is correct and up to date.
- Client Service – Registered Plan Contributions and Withdrawals, Online Access, and Tax Documentation
- Trading - Dalton can accept and execute unsolicited trade orders to create cash for withdrawals or invest a contribution.
- Principal Point of Contact For – Documentation, and Tax-Related Requests. Even if it’s not related to the former, he is always happy to take your call and ensure that the right team member gets in touch with you!
Meaghan St. Louis
Associate
English
- Working in wealth management, on and off, since 1993.
- Bachelor of Arts from the University of Toronto. Major in Sociology and Criminology.
- Away from the office, Meaghan lives with her husband of many years and her two energetic dogs. She is finding she has more time on her hands now that her two children are adults. She is happiest when she is outdoors, and even happier when she is swimming in an ocean.
- Documentation – opening new accounts, updating existing accounts, and ensuring documentation is correct and up to date.
- Client Service – RSP and TFSA contributions, account transfers, cheque requests, etc.
- Principal point of contact for: anything document related. However, if it is not document related, she is always happy to take your call and ensure that the right person on our team calls you back!
Phelim Yan
Associate
English
- Phelim has been working with the team and in wealth management since 2022.
- Phelim graduated from Mount Royal University with a Bachelor's degree in Business Administration, focusing on general management.
- Outside of the office, Phelim enjoys spending time in the kitchen or staying active at the nearest indoor climbing gym. He and his partner live with 2 rambunctious cats that keep them entertained!
- Documentation – opening new accounts, updating existing accounts, and ensuring documentation is correct and up to date.
- Client Service – RSP and TFSA contributions, account transfers, cheque requests, etc.
- Principal point of contact for: anything document related. However, if it is not document related, he is always happy to take your call and ensure that the right person on our team calls you back!
