Menu
Menu
Menu
B.A. Econ
Senior Investment Advisor & Portfolio Manager
As a Portfolio Manager, Cole works with his clients to develop an investment strategy that is tailored to fit their risk and return requirements. Cole and his team follow a specialized process that helps them to recognize risks and to pro-actively protect capital in volatile markets.
With over 10 years of experience, Cole’s work with affluent families and corporations has earned him national recognition and has been featured in publications throughout Canada. Cole has been nominated as one of the Top Under The Age of 40 Financial Professionals in Canada by the Investment Industry Association of Canada (IIAC) the past four years.
Born and raised in Saskatchewan, Cole studied in California prior to finishing his degree in Economics at the University of Saskatchewan. Cole has focused on continuing education and has completed industry courses such as the Canadian Securities Course, Wealth Management Essentials, Portfolio Management and Techniques, amongst others.
Cole is married with two young children. Outside of work, Cole enjoys travelling with his family and being involved in the local community through sport and charity.
Associate Investment Advisor
Ron Berezowski has over a decade of experience in the financial industry where he excels in providing personalized financial advice. Ron has completed the Canadian Securities course and the Conduct and Practices Handbook. Ron is currently working towards completing the Wealth Management Essentials course. Ron continues to work toward his educational goal of obtaining his Chartered Investment Manager (CIM®) designation (which is the Canadian industry standard for discretionary investment and portfolio management services). Ron is an integral member of the client service team. He ensures all clients experiences are first-class while also working on specific projects, large and small. Outside of work his wife and kids keep him busy and entertained. He enjoys hosting BBQs with friends, as well as relishing all things sports and competitions.
Associate Investment Advisor
Meagan graduated from the University of Saskatchewan in 2017, receiving her Bachelor of Commerce degree from the Edwards School of Business with a major in Finance. She holds experience in corporate financial analysis, and made the move to join the financial service industry in 2018. Meagan is highly organized and detail oriented, which allows her to deliver exceptional service and support to clients, and assistance to the team with day to day tasks and operations. She has completed the Canadian Securities Course and Conduct and Practices Handbook Course. Outside of work, Meagan enjoys playing soccer, reading, spending time with family and friends, and relaxing at the lake.
Our team capitalizes on the power of a total financial solution, maximizing opportunities while managing potential challenges.
Drawing from tremendous depth of experience, we work with our clients to develop and implement a personalized wealth management strategy designed to help them achieve their financial and life goals.
