Skip Navigation

Contact Us

Rob Dykeman
Mark Sopher
Brad Bolton
Bethany Monson
Astrid Bastiaanssen
Johanna Neubert
Alexandra Lewis

Eighth Avenue Place, East Tower
525 8th Avenue SW
Suite 1100
Calgary, AB
T2P 1G1

Bethany Monson

Associate Investment Advisor

Tel: (403) 261-9583


Bethany Monson, BSBA, PFP, Associate Investment Advisor- Bethany has been in the financial industry for over 13 years. She completed her Bachelor of Science Degree in Business Administration at The Ohio State University. She has her Canadian Securities Course, Series 7 U.S. Securities Course, Personal Financial Planner (PFP) designation and Wealth Management Essentials Course.
Bethany provides invaluable support to high net worth families with complicated financial needs.  She focuses a great deal of her time preparing financial plans for our clients.  Hard working and detail-oriented she is familiar with client needs and is committed to helping you understand this complex financial world. 
In her spare time Bethany and her husband Chris enjoy mountain biking, skiing, hiking, reading and walks with their Great Dane, Maggie.