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Our team works to articulate, organize and execute a wealth maximization strategy for successful families. We are committed to ensuring financial freedom for you and future generations by utilizing a collaborative approach with our team of experts by instilling confidence, positivity and consistent communication
Senior Investment Advisor & Senior Portfolio Manager
Craig has been a leader in the financial services industry for well over two decades. Prior to his new role as Senior Investment Advisor & Senior Portfolio Manager at Wellington-Altus Private Wealth, he was First Vice President, Investment Advisor and Portfolio Manager at a bank-owned brokerage for close to 22 years. Craig specializes in Portfolio Management and Investment Selection services to high-net-worth and ultra-high-net-worth individuals and organizations. Craig has been providing the highest level of comprehensive wealth management and Investor services in the industry. Through a proven track record of success, Craig was also recognized as a member of the elite Chairman’s Council at his former firm from 2006 to 2019. Outside the office, Craig and his wife Luanne stay busy with their 3 boys, all playing hockey. He serves on the board of the local community hockey association and coaches.
Senior Wealth Advisor & Senior Portfolio Manager
Michael has worked with various bank investment firms since 1998. He attained the Chartered Investment Manager (CIM®) designation in 2014. He joined Wellington-Altus in June of 2022 with his team. Their mission is to articulate, organize, and execute wealth maximization strategies in Western Canada.
Michael is a major donor for the United Way of Calgary. He enjoys spending his free time with his wife Joanna at the golf course and keeping strong connections with his adult children.
Senior Investment Advisor
Darren began his career in the financial industry fresh out of Acadia University in 2005 and has served clients across the full spectrum of banking, lending, and investments. In 2008, he finally found his home in Investment Advisory. He takes pride in exceeding expectations for service while also taking great interest in research and market dynamics. His areas of focus include relationship management, trading and financial planning. Darren and his wife Helen were married in 2008 and have two daughters, Sophie & Madeline, who keep them busy with their competitive Acrobatic Gymnastics schedule. When not MC’ing an Acro event or driving to Edmonton for a competition, Darren is likely watching sports – he is an avid baseball fan and enjoys discussing the statistical analysis side of most sports – baseball most of all! Darren and his family spend countless hours walking and cuddling their Golden Retriever/Irish Setter mix, Hugo and Cocker Spaniel rescue, Sam.
BBA, CIM®
Senior Investment Advisor & Portfolio Manager
Brent Koskimaki is a Portfolio Manager and Senior Investment Advisor at Wellington-Altus Private Wealth. He holds the Chartered Investment Manager (CIM®) designation and has completed Level 1 of the CFA®. With over two decades of experience as an investment advisor, Brent has developed a unique ability to find the right portfolio and the right long-term approach for each client he works with. His view is that, above all, you genuinely need to know your client, which can only come from long-term consistent contact and review, opening the door to financial security and comfort.
Brent is married to his amazing wife Teresa and has two rambunctious boys, ages six and nine. He still enjoys performing as a live musician on occasion.
Senior Investment Advisor
Paul started in wealth management over 20 years ago, helping clients identify their financial needs across various life stages. He’s worked through numerous business cycles, from the Global Financial Crisis to today, giving him a deep understanding of the shared concerns amongst clients and what keeps them up at night. Paul’s calm demeanour and industry knowledge brings comfort to his clients as they look for clarity when navigating today’s volatile markets.
Paul has a Bachelor of Management degree from the University of Lethbridge, which he completed while building out a graphics design company that was transacting in over 17 countries. After selling the business, he returned to his hometown of Calgary and began working in the banking industry where the pursuit of a career in investments was sparked. Paul has since obtained his Chartered Investment Manager (CIM®) designation through the Canadian Securities Institute and continues to further his learning through various related courses.
When not in the office, Paul and his wife Susan are tending to their three young daughters and their new shar-pei puppy Pango. Together as a family, they enjoy spending time at the lake, exploring the many parks of Calgary, and taking trips to the mountains as often as possible.
Senior Associate Investment Advisor
Andrea has been in the financial services industry for 30 years. Andrea’s dedication to providing an excellent client experience led her to obtain her CERTIFIED FINANCIAL PLANNER® designation in order to offer comprehensive financial plans for clients. As Associate Investment Advisor, Andrea’s focus is on advising clients, financial planning and building client relationships. When she isn’t at work, she’s spending time with her husband and two sons.
Associate Investment Advisor
Brennan has over a decade of experience providing affluent clients with financial, banking, and wealth advisory services. He graduated with a Bachelor of Commerce in accounting from Haskayne School of Business and has since enhanced his investment knowledge while working with clients to achieve their financial milestones. Brennan joined the team in 2019 and works with clients in any capacity needed. Brennan also chairs the team’s internal investment committee, which focuses on sharing ideas and research to guide our clients’ portfolios. Brennan and his wife Andrea are expecting their first child in the spring. In his spare time, he enjoys golf, ultimate frisbee and spending time with his dog, Gerald.
Team Manager, Senior Investment Associate
Upon graduating from the University of Calgary with a Bachelor of Commerce degree in finance, Gaggan kick-started her career in 2011 with a passionate and successful team. She is responsible for managing our administration and back-office needs, client reporting, and sales support. Gaggan is our clients’ first point of contact if they need assistance opening an account. She enjoys all aspects of her work and takes great pleasure in providing a successful client experience.
Fluent in Punjabi, Gaggan volunteers at senior homes in the Punjabi community doing activities with the residents. Gaggan spent her early years in Hong Kong and returned to Canada at the age of six. She enjoys visiting family in Punjab every year.
Senior Investment Associate
Melanie has spent over 25 years in the banking and financial services industry, focusing on enhancing the client experience. Her attention to detail ensures that the team consistently meets client needs and delivers exceptional service.
Outside of work, Melanie enjoys the outdoors, hiking and camping in the Rockies or exploring local trails with her kids—Jack, Molly, and Charlie. She loves spending time with her family, whether they’re off on weekend adventures or just relaxing at home and around the city.
BComm, CIM®
Senior Associate Investment Advisor
Nina began her career in the retail investment industry in 1996. She graduated from the University of Calgary with a Bachelor of Commerce degree in finance and holds the Chartered Investment Manager (CIM®) designation. She is experienced in dealing with portfolio asset allocation strategies and strives to provide exceptional client service. Nina has worked with many of the same clients since starting her career. Originally from Vancouver, Nina has called Calgary home since the ‘90s.
As an avid voyager, she spends most of her downtime travelling and attending live music events and art shows.
Senior Investment Associate
Sandra has over 23 years of experience in the investment industry, specializing in administration and client service, with her current role being Senior Investment Associate. Her strong work ethic, attention to detail, and commitment to delivering exceptional client care is reflected in the building and nurturing of long-lasting relationships with clients over the years. Outside of work Sandra and her husband Dave are dedicated parents to two active children, John and Chloe, and enjoy their involvement in various sports and activities. Sandra values quality time with family and friends and loves to travel, creating cherished memories together.
Senior Investment Associate
Anna has worked in the investment industry for 27 years with her current role being a Senior Investment Associate. Her passion for customer service is reflected in the relationships she has built with clients over the years. Anna is born and raised in Calgary and is very close with family including her husband Daryl and 2 children, Celina and Connor. She is focused on a healthy lifestyle and loves to workout. Travelling is also an important aspect of her life and when the opportunity presents itself, she is always up for an adventure!
Wealth Planner
Josh is an accomplished professional in the field of wealth management, boasting an impressive track record of over 20 years. Throughout his career, he has served as a Wealth Planner and Advisor, demonstrating his expertise in guiding clients towards financial success. Additionally, Josh has successfully led a team of Financial Planners at one of Canada’s esteemed Big Six Banks.
Born and raised in Halifax, Josh pursued his higher education at Dalhousie University, graduating with a Bachelor of Commerce degree, majoring in Finance in 2005. Subsequently, he relocated to Calgary in 2006, where he continued to enhance his qualifications. Josh obtained certifications such as CERTIFIED FINANCIAL PLANNER®, Chartered Investment Manager (CIM® ), and Fellow of the Canadian Securities Institute (FCSI® ). Currently, he is pursuing the titles of Certified International Wealth Manager (CIWM) and Trust and Estate Practitioner (TEP).
Josh prides himself on being a “dream maker,” dedicated to assisting clients in charting a path towards the realization of their financial aspirations. Alongside his wife, Sue, Josh finds joy in spending their weekends on the golf course and ski slopes. They also cherish outdoor activities with their two beloved kids, Samantha and Tudor, who happen to be adorable bulldogs.
Associate
Joanna has a talent for bringing clients a smooth and enjoyable wealth experience. She applies her knowledge and skills to help our group elevate our services to the next level. Joanna organizes client appreciation events such as movie nights and golf tournaments.
Joanna joined our team in 2019 with more than 20 years of experience in the private and public sectors. Previously, she worked with the Alberta Health Services for over 15 years in various positions, including as Senior Advisor in the payroll department. She oversaw the Time and Labor team for the entire province of Alberta, ensuring 120,000+ employees had correct time entries according to hours worked based on their union agreement.
Originally from Poland, Joanna is fluent in Polish. She moved to Canada in 1991 in her high school years. She loves doting on her two dogs Yoda and Bailey – a Boston Terrier and a Boston Terrier Pug.
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