Meet the Team

I am a graduate of the University of Alberta where I majored in Economics. My training includes CERTIFIED FINANCIAL PLANNER® or CFP® designation, Financial Planner, CLU, Chartered Life Underwriter and also a Financial Management Advisor or FMA. This combined with over 14 years experience in the Financial Service Industry makes me an expert in providing advice as it pertains to investment strategy and financial planning for individuals and businesses.

Owen brings nearly a decade of wealth management experience from a leading financial institution, combining deep market insight with comprehensive wealth planning. Holding a Master’s in Economics and Finance from the University of Alberta, a Bachelor’s in Economics from Western University, and both the CFP® and CIM® designations. He is dedicated to building trusted, long-term client relationships while delivering tailored solutions in investment management, retirement strategy, and wealth preservation.

Alina supports the team as a Client Service Associate, where she focuses on keeping information organized, addressing administrative concerns, and helping daily operations run smoothly. With a background in data analysis, she values accuracy, structure, and communication in all aspects of her work. Alina approaches her role with enthusiasm and a readiness to step in quickly when support is needed. She enjoys providing reliable assistance and aims to deliver seamless experiences to both our clients and colleagues. In her free time, she loves playing board games and spending time outside with her husband and young daughter.