Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Associate Investment Advisor
Tel: (403) 261-9583
|Bethany Monson, BSBA, PFP, Associate Investment Advisor- Bethany has been in the financial industry for over 17 years. She completed her Bachelor of Science Degree in Business Administration at The Ohio State University. She has her Canadian Securities Course, Series 7 & 63 U.S. Securities Course, Personal Financial Planner (PFP) designation and Wealth Management Essentials Course.
Bethany provides invaluable support to high net worth families with complicated financial needs. She focuses a great deal of her time preparing financial plans for our clients. Hard working and detail-oriented she is familiar with client needs and is committed to helping you understand this complex financial world.
In her spare time, Bethany enjoys mountain biking, hiking and reading. She also has volunteered for charitable causes including the Kids Help Phone and Alberta Children's Hospital Radiothon.