Senior Investment Advisor & Senior Portfolio Manager
I started my career as an investment advisor in 2006, working with clients through life milestones and collaborating to provide sound financial planning. In 2011, I obtained my registration as a Portfolio Manager. I am passionate about helping develop robust and constructive strategies to ensure the best decisions are made for you.
Prior to starting my career in financial services, I worked in real estate development and investor relations in Calgary’s energy sector. Witnessing family members endure negative investing experiences gave me the motivation to find a better process. My investment process incorporates risk management, which is paramount to any long-term investment strategy. I am here to protect your hard-earned capital. I take pride in finding investment solutions that provide my clients with the best opportunities for success and love discussing those solutions. If you are interested in learning about this process, please call me.
I have a BA from the University of Calgary. I enjoy spending time with my wife and two children and volunteering as a hockey coach. Cycling is my off-duty passion.
Associate
Originally from Mexico, Aranza is a trained engineer whose analytical mindset and attention to detail form the foundation of her client service philosophy. After moving to Calgary in 2007, she began her career in the financial industry, developing a deep appreciation for the importance of responsiveness, accuracy, and delivering top-notch service.
Having immigrated to Canada, Aranza understands firsthand the determination it takes to start anew and build a strong financial foundation. This experience fuels her passion for helping clients create and preserve wealth while supporting the success of an outstanding team.
After pausing her career to raise three wonderful daughters, Aranza has recently re-entered the industry with renewed energy and perspective. Outside of work, she loves spending time with her family skiing in the Rocky Mountains, discovering Calgary’s diverse dining scene, and traveling the world to experience new cultures, cuisines, and history.