Warren Wood

Senior Investment Advisor, Portfolio Manager

Tel: 403-296-1281

Kelly Hauser

Senior Investment Advisor

Tel: 403-296-1234

Hudson Ma, CIM, CFP

Investment Advisor, Portfolio Manager

Tel: 403-296-1250

Shane Jorgenson

Portfolio Manager, Senior Investment Advisor

Tel: 403-261-9549

Brad Carscadden, B.Mgmt.

Investment Advisor

Tel: 403-296-9080

Bill Bufton, B.Mgmt.

Associate Investment Advisor

Tel: 403-261-9565

Nancy Wong

Investment Representative

Tel: 403-296-1688

Anna McIntosh

Investment Representative

Tel: 403-296-1252

Cathy Butler

Administrative Assistant

Tel: 403-296-1252

Tony Festa

Administrative Assistant

Tel: 403-296-1686

Publications

Responsible Investing

May 1, 2021

Considering Responsible Investing? Here's Why You Should

September 21, 2022

3 Tips on Engaging in Impact Investing for Gender Equality

Tax Planning Strategies

September 12, 2022

Tax Tips For Investors

Managing Your Wealth

December 5, 2018

BMO Wealth Institute Report

August 17, 2022

_Wealth Themes

Economic and Market Updates

September 2, 2022

Global Equity Weekly

September 2, 2022

The Goods

July 3, 2023

Equity and Fixed Income Strategy

September 2, 2022

Wealth Experience Podcast

September 1, 2022

Eligible Dividend Income

Current News / Affairs

March 29, 2023

_Federal Budget Review

Education and Knowledge

September 1, 2020

Periodic Table of Asset Class Returns

Warren Wood

Kelly Hauser

Hudson Ma, CIM, CFP

Shane Jorgenson

Brad Carscadden, B.Mgmt.

Bill Bufton, B.Mgmt.

Nancy Wong

Anna McIntosh

Cathy Butler

Tony Festa

Branch Address

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