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Mike Wilson
Susan McDougall
Joseph Teng

Tel: 403-296-2130
Toll Free: 1-888-3267777

4954 Richard Rd. SW
Suite 100
Calgary, AB
T3E 6L1

About Us

Get to Know a Little About Us

Mike R. Wilson CIM, FCSI
B. Comm, University of Calgary
Investment Advisor
Tel: (403) 296-2130
Fax: (403) 296-0701

Michael is a graduate of the Haskayne School of Business Program at the University of Calgary. He has achieved his Fellow of the Canadian Securities Institute designation as well as holding Options and Insurance designations. He has lived in Calgary since 1996 when he moved from Saskatchewan. When he is not at work he enjoys scuba diving and spending time with his wife, two daughters and dog.

Susan McDougall, CIM, FCSI, PFP
B. Arts, University of Calgary
Investment Advisor
Tel: (403) 296-0707
Fax: (403) 296-0701

Susan is an Investment Advisor with over 20 years of investment experience. She began her career in the investment industry at RBC Dominion Securities where she worked for 6 years to expand her knowledge of the industry, and has been with BMO Nesbitt Burns for over 16  years. Susan can help clients develop solutions for current and future financial needs to help meet their financial goals. Her knowledge of investments and relationship-based care and attention to her clients has earned her a reputation as an Investment Advisor that clients can trust.
Susan holds a B.A. in Political Science. In addition to her Bachelor’s degree she holds both the Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. To further add to her credentials, Susan has obtained the Professional Financial Planning (PFP) designation as well. Susan is also licensed for Life and Accident and Sickness Insurance.

Joseph Teng B. Comm
Associate Investment Advisor

Tel: (403) 296-1607
Fax: (403) 296-0701

Joseph is originally from China and speaks fluent Mandarin.  He is the newest member of  our team. He graduated with a Bachelor of Commerce Degree Majoring in Finance.  He previously worked as a Financial Services Manager at the BMO Bank of Montreal Chinook Branch. He provides administrative assistance to our clients. He is readily available to assist you with all of your administrative needs. Outside of work, Joseph enjoys outdoor sports, travelling and photography.  He looks forward to travelling around the world one day.