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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
Associate Investment Advisor
Meagan is an Associate Investment Advisor who focuses on delivering exceptional client service and support through her unwavering organizational and detail-oriented skill set. She listens carefully to client needs and questions while providing thorough responses and support, helping the team to foster and build strong client relationships. Her commitment to kindness, teamwork, and professionalism sets her apart in providing a truly personalized experience.
Meagan has over six years in the private wealth industry. After moving from her hometown of Prince Albert to Saskatoon, she earned her Bachelor of Commerce degree with a major in Finance from the University of Saskatchewan. She is currently pursuing her CERTIFIED FINANCIAL PLANNER® designation to further support clients and her team and is committed to ongoing education.
Outside of work Meagan remains active through pilates, strength training, volunteering with the Saskatoon Special Olympics soccer team, and chasing after her english labrador Finn. She loves a good book, crossing countries off her travel bucket list, being with friends and family, and going to her family cabin at Christopher 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.
