Allison Pepler, CIM®
Senior Portfolio Manager
Allison is a Senior Portfolio Manager at BMO Nesbitt Burns with over 25 years of experience in financial markets.
After graduating from the University of Calgary with a BA in Political Science, she began her career in 1996 with National Bank Financial. Allison spent 7 years at National Bank before moving into an Associate Director role at Macquarie Private Wealth.
Her career led her to join BMO Nesbitt Burns in 2013 when Macquarie Private Wealth was acquired by Richardson Wealth.
Allison and her team are dedicated to helping families and professionals develop and execute bespoke financial strategies suited for the unique objectives of every client. While primarily focused on portfolio construction, investment analysis and wealth planning today, Allison's expertise extends across various financial instruments. From trading in public markets to private equity financing, Allison's experience is profound. Ranging from government & corporate bonds, preferred shares and convertible debt to equities and liquid alternatives, including private credit & commodities.
Allison holds the Chartered Investment Manager (CIM®) designation and is an accredited insurance professional under the Life License Qualification Program (LLQP).
With a distinguished career and long-term perspective, Allison looks beyond the headlines to deliver personalized wealth solutions and tailored investment strategies to grow and preserve her clients' wealth.
Connor Standring
Business Associate
Connor joined BMO Nesbitt Burns in the fall of 2021 and began working with Allison in early 2024. Leveraging over 5 years of industry experience, Connor works closely with high-net-worth individuals to develop and implement tailored financial solutions that are customized to fit the unique needs and financial aspirations of every client.
In addition to providing operational support, Connor is a key point of contact for clients and provides them with insightful guidance to help navigate complex market environments and achieve their ambitions. His commitment to delivering exceptional client service and building long-lasting relationships with those we serve is unmistakable.
Connor has a strong passion for Capital Markets, and is experienced in portfolio construction, risk management, asset valuation, trade executions, and has a robust understanding of market analysis – making him a valuable asset to AGP Wealth Management.
Outside of the office, Connor is an avid cyclist and enjoys staying active and being outdoors.
Alina Balva
Client Service Associate
Alina is a Client Service Associate, joining the team in the end of 2023. She takes pride in her thorough understanding of the wealth industry and the ability to exceed expectations when it comes to delivering exceptional client service and support.
Alina recently made the leap to relocate to Calgary with her family.
In her spare time, she enjoys staying active with hiking and love to travel.