B.A. Econ, CIM®
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.
Ron Berezowski has over 6 years of experience in a Financial Advisor role where he excels in providing personalized financial advice. Ron obtained his Mutual Funds license and a Registered Financial Retirement Advisor Certificate. Ron is currently working towards obtaining his Canadian Securities Course and plans to enroll in the Conduct and Practices Handbook course. Ron is an integral member of the client service team and is head of the client experience group. He ensures all clients are looked after and works on client specific projects, large and small. Outside of work he likes to spend time with his wife, son and dogs as well as enjoying all things sports.
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.