888 - 3rd Street SW
Craig R. Dube, CFA
Tel: 403 260 9383
Vice President, Senior Investment Advisor
Craig Dube has an extensive background in providing discretionary money management to High Net Worth families and institutions. Craig has acquired vast wealth management experience through his entrepreneurial spirit and endless energy to tackle new challenges. His honesty and ethical approach to business has gained him a reputation for genuinely assisting clients in making the right financial choices.
Craig specializes in designing prudent, pension style portfolios for his clients with a keen focus on risk management, asset allocation and manager performance attribution research. This allows Craig and his team to deliver solid risk- adjusted returns consistent with the client's objectives and financial requirements. In his oft-spoken words "nothing is more important than effectively managing the downside, the upside takes care of itself when economies recover…"
Craig is a Chartered Financial Analyst (CFA) and a member of the Calgary Society of Financial Analysts and the CFA Institute in Charlottesville, Virginia. The CFA is the leading credential for professional portfolio management and security analysis. It is most commonly held by top-ranked Analysts and Portfolio Managers throughout the global investment community. Craig also holds a BA in Economics and the Canadian Securities Course (honours).
Craig leads an active lifestyle with his wife, Nancy – a teacher with the Calgary Catholic School District. They have two children – Carson and Kennedy. He has a keen interest in travel and is very passionate and active in his children's sporting and scholastic lives. Craig enjoys being active in hockey, basketball, Goshinkan Jujitsu, golf, weight training and biking.
Tel: 403 260 9114
Christine has been in the industry for the past 6 years working in operations and compliance and has been a valued member of our team since May 2017. Christine's role on the team is to handle all administrative requests including deposits, withdrawals, transfers, RRSP/TFSA contributions, client updates, account maintenance and booking client appointments. Christine enjoys spending time with her family and doing anything fun and active.