Our Team: Over 100 Years of Collective Experience

Chris Beirnes, B.Comm.

Senior Portfolio Manager & Senior Wealth Advisor

Chris brings over 25 years of experience in the investment industry. He has grown his practice by building solid relationships with his clients based on integrity, sound advice and personalized service. Chris focuses on designing, implementing and monitoring tailored investment plans for his clients.

Chris holds a B.Comm (Hons.) degree from the University of Alberta. Outside of work, he enjoys time spent with his wife and two children engaging in school, sports and the occasional holiday that may involve snowboarding or sailing.

Shannon Alex

Senior Wealth Advisor & Portfolio Manager

Shannon has spent the last 25 years serving high net worth investors and their families. He focuses across all areas of wealth management, from comprehensive financial planning to relevant tax, retirement and estate planning strategies.

Shannon holds a B.Comm (Finance) degree from the University of Alberta and holds a Certified Investment Manager designation. In his spare time he enjoys camping, fly fishing and skiing with his wife and twin sons.

Marvin Klein

Senior Investment Associate

Marvin brings extensive experience from various roles in the banking and investment industry. His focus is on creating and maintaining a great client experience by providing the highest standard of service for our long-standing clients.

Marvin obtained a B.Comm (Finance) degree from the University of Alberta. When not in the office, Marvin can be found with his family playing tennis, hiking, or biking.

Carol-Anne Parsons

Senior Associate

Carol-Anne has over 25 years of experience in the financial services industry, including in the areas of banking and financial planning. She is a results-oriented person with an impeccable eye for detail, ensuring all investment and administrative matters are handled professionally and efficiently. 

Carol-Anne emigrated from England in 1980 and has worked with many local charities, receiving several Community Service Citation awards. As a proud mother and grandmother, she enjoys golf, reading and travel.

Ling Li

Client Service Associate

Ling brings eight years of experience with BMO alongside a commerce degree from University of Alberta. She is a licenced Investment Representative and able to help clients with a wide variety of issues. Her primary focus working on our team is to help with administration and more specifically account documentation. Ling works closely with Carol-Anne providing the highest level of service and care to our clients. She won the ‘Spotlight’ award for customer service. She is bilingual in English and Mandarin. She is excited to make a positive difference with our clients. Outside of work, Ling enjoys biking and traveling with her husband and two year old son.