CFP®, CFA
Senior Wealth Advisor, Senior Portfolio Manager
Conrad joined Wellington-Altus after 14 years with a major bank-owned financial advisory firm and six previous years in capital markets, research, and private wealth management roles.
Conrad graduated with distinction from the University of Victoria in 2001 and has remained committed to honing his skills through education. He holds the Chartered Financial Analyst designation, considered the gold standard of financial designations by The Economist and the investment industry. CFA charterholders adhere to rigorous standards of ethics, transparency and continuing education. As a CERTIFIED FINANCIAL PLANNER® professional, Conrad offers comprehensive planning capabilities to a specified standard of education, experience and ethics.
As a portfolio manager, Conrad is qualified to act with discretion on his clients’ behalf, freeing them from making day-to-day investment decisions.
Conrad and his wife Sara, their daughter Hayden and son Parker keep very busy together. He enjoys cooking and the great outdoors; his favourite activities include CrossFit, biking, running, and downhill skiing.
CIM®
Investment Advisor
Kyle has worked in the finance industry since 2012 where he started in retail banking before moving to wealth management. He joined the Kluge Wealth Advisory Group in 2016 and has worked his way to his current role as an Investment Advisor where he manages new and existing client relationships, builds and maintains client’s financial plans, manages our insurance business, and ensures our processes are running smoothly. He is passionate about helping clients achieve financial success by understanding their goals and objectives and ensuring their portfolio and financial plan are aligned to achieve them.
A born and raised Calgarian, he graduated of Mount Royal University, has received his Chartered Investment Manager (CIM®) designation, and is working towards the Chartered Financial Analyst (CFA), and Associate Portfolio Manager (APM) designations.
In his free time, he enjoys spending time with his wife Devon and kids along with their pup Nova. Kyle is a sports enthusiast, you can often find him playing hockey, baseball, golf, and snowboards or hikes the Kananaskis area as often as possible.
Investment Associate
Jordan joined Kluge Wealth Advisory Group in 2020 and has built his role around a simple idea: the quality of a client relationship is measured in the details. He manages a select group of client relationships directly and supports the team across investment, planning, and operational processes — the work that keeps a financial plan functioning well between the big decisions.
Before joining KWAG, Jordan began his career in retail banking. That background gave him an early understanding of how financial institutions work — and what a genuinely independent advisory practice does differently.
Jordan holds a Bachelor of Management (major in finance) from the University of Lethbridge and has completed the Canadian Securities Course and Wealth Management Essentials. He is currently pursuing his Chartered Investment Manager designation — a reflection of his commitment to continuing to earn the trust of the clients he works with.
Outside of work, Jordan is a loyal supporter of the Calgary Flames, Buffalo Bills, and Toronto Blue Jays — a combination that keeps things interesting. He and his fiancée, Jasmine, spend their time outdoors: hiking in the mountains, floating the river, and getting a round of golf in when the Calgary weather cooperates.
Associate
Scarlett joined the Kluge Wealth Advisory Group as a Client Service Associate in November 2021. Previously she was a legal assistant with a major Canadian securities law firm and is working on completing her Bachelor of Management degree from the University of Lethbridge.
In her personal life, she enjoys spinning, reading, and the outdoors.