- 38 years of experience in wealth management and finance
- Lori is a Certified Financial Planner (CFP), and holds the Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and is proud to be an Accredited Investment Fiduciary Professional (AIFP).
- When not at the office, Lori keeps busy with family and friends and spending as much time as she can outside.
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.
Wealth Advisor & Portfolio Manager
English
- 8 years of experience in wealth management and finance
- 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 aged 5, 3 and 1, that 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.
Chelsea Woodman
Senior Wealth Associate
English
- 14 years of experience in Wealth Management.
- IIROC Registered Representative licensed
- Chelsea enjoys spending her time exploring the great Canadian Rockies with her dog Maple. After a weekend of camping, hiking or trail running she likes to relax doing crafts or watching the newest Netflix series. Chelsea is a bit of a foodie too, she never misses pizza night with her closest girlfriends and couldn’t turn down the offer of a 2pm cookie if her life depended on it.
- Trading – Chelsea 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.
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Cash Flow & Securities:
- Manages, sets up and makes changes to retirement payments such as RIF and LIF payments or monthly EFT’s
- Foreign exchange and wire transfers
- Bill payments to third parties for corporate or insurance expenses
- Security deposits and re-org’s
- Book value adjustments
- Tax Planning – works directly with accountants for your tax needs. Can answer questions on tax slips and provides Year End reporting for companies and individuals.
- Holds a supervisory role on team – Can direct any client question or need to the appropriate team member or assist in any role if a team member is not available.
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Other Wealth Management needs:
- Set up and administration of Individual Pension Plans
- RRSP and TFSA contribution history
- Insurance Summaries and working directly with our insurance team
- Principal point of contact for: Anything at all! She is always eager to help wherever she can. Even if it is just for a visit to catch up on how the summer went or harvest or what the grandkids are up to next!
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!
Meaghan St. Louis
Associate
English
- 10 years of experience in Wealth Management.
- 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, 2 amazing teens, a 100-pound dog, and various other small critters. She is happiest when outside, preferably in or around the 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
- Starting in Wealth Management and hoping to learn lots! Previously, 6 years of experience in Purchasing.
- Bachelor of Business Administration from Mount Royal University. Major in General Management.
- Away from the office, Phelim lives with his partner and 2 rambunctious cats. He enjoys being outside and is happiest when around fuzzy animals.
- 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!
