Management Team
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As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.

Angela has a Bachelor of Commerce degree from Dalhousie University. Shortly after graduation from Dalhousie, Angela moved to Calgary where she worked on the Alberta Stock Exchange trading floor, which led her to begin her career in wealth management. She has completed the CSC (Canadian Securities Course), CPH (Conduct and Practices Handbook Course), and WME (Wealth Management Essentials). Angela has worked in the wealth management industry for 22 years.
