Meet our team

And we look forward to meeting you

We work together to achieve your wealth management objectives

We help individuals and their families manage and save money.

Our team of experts

Senior Wealth Advisor & Portfolio Manager
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James is a Discretionary Portfolio Manager and Vice President with 34 years of investment industry experience. He has worked at National Bank Financial for the past 18 years and was with another major Canadian investment firm for 16 years.

James enjoys the opportunity to help individuals and their families grow and preserve their wealth. At his current age of 67, 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 38 years. They have 3 adult children: one living and working in Calgary, and 2 living and working in Vancouver.

James and Verna enjoy travelling and learning other languages including French, German and Spanish.

He is a volunteer teacher with Junior Achievement, teaching grade 7, 8 and 9 investment classes several times a year. James also plays the Bagpipes and is a volunteer piper with the Calgary Police Service Pipe Band. He serves as Treasurer on the Grandview Condominium Board and the Shaganappi Men’s Golf League. He is an avid tennis player and enjoys playing golf.

Wealth Advisor
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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 5 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 Irvine

Associate
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Katlyn is starting her second 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.

Contact us

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

 

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1-403-531-8442 

Katlyn Irvine