Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
Senior Wealth Advisor & Senior Portfolio Manager
Jason Fiege believes in a team-based and comprehensive approach to managing and protecting his clients’ wealth. This is supported by his extensive financial, legal and investing knowledge. Jason finds value in companies with solid long-term growth potential.
His clients appreciate his genuine interest in finding a customized wealth management strategy that will assist them to meet their financial goals. “My goal is to provide high quality service by paying attention to what matters most to my clients”. This includes financial planning, tax management, retirement and estate planning and insurance.
As a Senior Portfolio Manager, Jason believes in life-long learning to better service his clients. He achieved the Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®) and Certified International Wealth Manager (CIWM) designations. He is also licensed to administer all his clients’ insurance requirements. Jason graduated with a Bachelor’s degree from the University of Alberta then graduated Law School at the University of Manitoba.
Outside of the office, Jason enjoys spending time with his family, downhill skiing and golfing. Jason is also committed to volunteering his time with Junior Achievement Canada to enhance children’s financial literacy.
Associate Wealth Advisor
Lisa Black has enjoyed a full career within the financial industry since 1989.
The first part of her career was focused on the business owner and by 2006 she became an Associate Wealth Advisor.
Before becoming an Associate Wealth Advisor, Lisa worked with business owners to help them grow their business – through business planning and obtaining access to lending, maintaining growth and creating a plan to exit their business at the right time. Lisa also gave them peace of mind by helping them understand what the tax implications could be and know that their retirement was achievable.
There are so many options to exit a business, but Lisa started the conversation early and helped prepare the business owners at each life stage of the business for the next step, with an eye on how the business would support their personal goals, including retirement.
In 2006 Lisa’s focus changed as she took on the role of Financial Planner.
In this role she helps business clients and wealthy families understand: Wealth Planning, Tax Planning, Retirement Planning, Estate Planning, reviewing Lending and Credit Planning as well as Charitable Gifting to name a few. It truly is a holistic and comprehensive financial plan experience.
Her primary goal is to help all clients understand how their wealth grows and how they can transition tax efficiently, including through to their estate – this means starting now!
She does this by creating a comprehensive financial plan for all our clients. Every one of our clients understand their short- and long-term goals (business and personal). They understand all their sources of income currently and the strategies and options they have today to achieve all their personal goals.
Associate Wealth Advisor
Prior to joining Wellington-Altus Private Wealth Inc., Brad spent 12 years with one of the big bank firms. In 2012, while working, he completed a Bachelor’s Degree from Mount Royal University. During his time at one of the big bank firms, he began working towards his Certified Financial Planner (CFP®) designation and earned this in 2015. Since then, he has been practicing financial planning, assisting clients with their short-, medium- and long-term financial goals. His favourite part about his job is getting to know the people that he works with.
Brad enjoys spending time with his family outside of work. His two daughters take up most of his free time with their dance, cheerleading and gymnastics classes. Brad and his wife enjoy golfing and heading out to Sundre with the family to their trailer.
