800 Manulife Place
10180 - 101 Street
My team and I are committed to providing personalized investment solutions and building long lasting relationship with all our clients. Keeping clients informed is the top priority for me. This means providing access to a wealth of educational materials and promptly responding to clients' requests. This also involves monitoring investments and reviewing portfolios on an ongoing basis to take advantage of opportunities and changing market conditions to create extra value for our clients.
Our goal extends beyond seeking alpha- on top of generating great investment returns in a tax-efficient and balanced-risk manner, we work with a team of professionals that focus on covering all the key planning areas including wealth accumulation, retirement, insurance, estate planning and trust services.
Our wealth professionals include:
Shawna Albornoz, MTI, TEP, EPC
Vice President, Trust Services
Ron Zaporzan, CFP, R.F.P.
Wealth Management Consultant
Jeremy Orser, MBA, CHS, CFP, CLU
Estate and Insurance Advisor
Each of our recommendations is tailored to meet specific needs of the individual client. My vision is to help not only our clients, but also their family to protect and preserve wealth to reach their personal and financial goals.