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Warren Wood
Hudson Ma
Brad Carscadden
Nancy Wong
Anna McIntosh
Kelly Hauser

Tel: (403)-296-1252

Address
525 8th Avenue SW
Suite 3200
Calgary, AB
T2P 1G1
Map

Other Locations

340 - 7th Avenue SW
Calgary , AB
T2P 0X4

3517 Charleswood Drive NW
Calgary, AB
T2L 2C1

Warren Wood, CFA, CFP®
Investment Advisor, Portfolio Manager

Tel: 403-296-1281
Fax: 403-296-1238
Toll Free (AB): 1-800-665-7157

Email: Email Address
Connect with me on LinkedIn

Warren has over 20 years of experience in managing money with BMO Nesbitt Burns and TD Asset Management. His prior experience in assisting client in banking provides insight into maximizing all aspects of an individuals financial situation. Warren is a CFA Charterholder, the highest professional designation in the industry and is a registered Portfolio Manager, allowing discretionary management of portfolios. A strong investment discipline must be demonstrated, rigorous industry education and a high level of client trust are all required to earn and uphold this title.

Warren is also a Chartered Financial Planner and a CERTIFIED FINANCIAL PLANNER® Professional. Warren believes in building detailed wealth plans for his clients. Warren works with professionals that can assist from a simple Will to a complex Estate Plan and provide creative solutions to minimize the impact of tax to a family.

Warren in his spare time enjoys golf, slowpitch, hapkido and attends boot camp on a regular basis. Together with his wife is raising four teenage kids. Warren graduated from the University of Saskatchewan with a bachelor's degree in Finance.

Kelly Hauser
Investment Advisor

Tel: 403-296-1234
Fax: 403-296-1238
Toll Free (AB): 1-800-665-7157

Email: Email Address
Connect with me on LinkedIn
 

Kelly has over 25 years of experience in the investment and banking industry. He has comprehensive knowledge in the areas of retirement strategies, tax, estate planning, and investment management. Using a holistic relationship approach, he ensures that the financial and investment needs are met for his personal and corporate clients. In his spare time Kelly enjoys traveling, golfing, coaching hockey, and spending time with his family.
 

Hudson Ma, CIM, CFP®
Investment Advisor, Portfolio Manager 

Tel: 403-296-1250
Fax: 403-296-1248
Toll Free (AB): 1-800-665-7157

Email: Email Address
Connect with me on LinkedIn


Hudson brings to his clients 25 years of financial services experience, with the last 19 dedicated to investment management. Prior to his current career, he educated advisors in investment strategies and portfolio construction. He now implements those same strategies to help his clients achieve their financial goals through careful financial planning and prudent investing ideas.

Hudson is a graduate of the University of Calgary and holds his Certified Investment Manager designations. He is CERTIFIED FINANCIAL PLANNER ® Professional. Hudson is a portfolio manager which allows him to manage investment portfolios on a discretionary basis for his clients. Hudson believes in building wealth advisory plans for all of his clients so that they have a blueprint in how they will achieve their financial goals. He will draw on expert partners to help in tax and estate planning to go along with the investment plans that have been created.

In his spare time, Hudson enjoys snowboarding in the winter and in the summer he cycles and plays softball in a men's slow pitch league. His passion lies in playing with his 3 dogs and helping out the Humane Society and animal rescue organizations.

Brad Carscadden, B. Mgt
Investment Representative

Tel: 403-296-9080
Fax: 403-296-1238
Toll Free (AB): 1-800-665-7157

Email: Email Address
Connect with me on LinkedIn
 

Brad has 5 years of experience in the financial services and banking industry. He majored in finance and he provides assistance with portfolio balancing, research, and servicing. Brad is originally from Nelson, BC, and he likes to spend most of spare time teaching and practicing Brazilian Jiu Jitsu, his other passion in life.

  

Nancy Wong
Administrative Assistant

Tel: 403-296-1688
Fax: 403-296-1238
Toll Free (AB): 1-800-665-7157

Email: Email Address
Connect with me on LinkedIn
 

Nancy has over 10 years of experience within the financial services industry, most of those years being with our team. Nancy and Anna manage the office, and use their extensive knowledge and efficiency to service our clients. In her spare time, Nancy loves to bake and to spend time with her husband and daughter.

Anna McIntosh
Administrative Assistant

Tel: 403-296-1252
Fax: 403-296-1238
Toll Free (AB): 1-800-665-7157

Email: Email Address

Anna has over 8 years of experience within the financial services industry. Anna and Nancy manage the office and use their extensive knowledge and efficiency to service our clients.  Anna enjoys running, and going on walks with her husband, baby boy, and her dog Mila.