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Patrick Callan
Jeremy Orser

Address
4406 Gaetz Avenue
Suite 403
Red Deer, AB
T4N 3Z6
Map

Education:
BA Economics, University of Calgary, Calgary, Canada

Languages Spoken:
English


Specialties:
We specialize in full wealth management for our clients. Using a team mentality we can provide expert advice when and where it is needed; from investment advice to insurance and lending we make sure our client’s needs are taken care of.
A Little about Me

I have spent my entire career in the financial industry. My experience includes a position as a Financial Services Manager with BMO Financial Group, where I found success by focusing on financial products including investments and lending. I also gained valuable experience within BMO Commercial Banking as a District Administrator. I am a graduate of the University of Calgary holding a Degree in Economics, where I was also a full-time athlete with the University of Calgary Dinos Football Team.


My Philosophy

I firmly believe that investment risk needs to be applied strategically. With this in mind, my clients' interests are best served by taking a fully diversified portfolio approach. I work closely with my clients to formulate customized investment strategies specific to their situation. I encourage clients to acknowledge their goals so that they can be realized. I am a firm believer in accountability and sticking to a plan.

The Importance of an Advisor

Financial issues affect us all: saving for retirement, minimizing taxes, setting aside funds for a major purchase or saving to finance a child's education. To reach your own financial goals, we need to consider the challenges of building and preserving savings in today's increasingly complex market place. Common investment mistakes can be eliminated by having a trusted Advisor that sees the big picture, understands the global economy and is focused on seeing you succeed.


What Makes Me Different

I am committed to building a solid, lasting relationship with my clients. Keeping clients informed and educated is a top priority for me, and this means giving you access to a wealth of information, promptly returning phone calls, and quickly following up on administrative issues. I focus on the investment goals that are most important to my clients. With my background in economics we focus on Macro events and market research to point us in the right direction. In doing this, we stay on track and build a long and lasting relationship.