Teresa helps people make wise choices when it involves their money. Through a combination of technology and experience, Teresa educates her clients and guides them to choose the best solution among many alternatives to achieve their goals.
Teresa is a Portfolio Manager and has achieved her Certified International Wealth Management (CIWM) designation, Chartered Investment Manager (CIM), and Financial Planner (PFP).
Having been raised in a farm family of 10, Teresa cherishes the time she spends with her family. When she pushes back from her desk, Teresa enjoys hiking in the mountains and joining her daughter for yoga practice.
Brett Albers, CIM
Brett monitors the markets daily to be aware of what is changing in the global economy. He discusses with clients what effects these events may have on their portfolios.
Brett changed direction from computer automation to the financial services industry in 2009. Brett is a Chartered Investment Manager (CIM), Financial Planner (PFP), and a licensed Life Insurance and Accident Insurance Agent.
Brett is an active member of the Rotary Club of Calgary at Stampede Park. He enjoys being "the helper" when his wife, Carey-Ann, prepares many gourmet meals to share with friends and family. Brett is also trying to master the game of golf, enjoys travelling, and enjoys spending time outdoors with his dog Tika.