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Our philosophy is based on many beliefs and values that guide us in the daily operation of our practice and interaction with our clients. We believe there is always potential for adversity and market uncertainty, and that it is our responsibility as advisors to maintain consistent investment and planning strategies.
We believe clients should work with a network of professionals who work together to provide the best financial, tax, and legal advice. As your investment advisors we will coordinate the solutions involving your tax, investment, insurance, and estate planning needs. We believe every client is unique and their plan should reflect this through personalized recommendations with measurable results. By adhering to these core values and philosophies we provide our clients with an unparalleled experience.
CFP®, CIM®
Senior Investment Advisor, Portfolio Manager
Dave has been working in the wealth advisory business for over 25 years and is a Senior Investment Advisor and Portfolio Manager with Wellington-Altus Private Wealth. Numerous designations completed over the years allow Dave to provide clients with the best game plan possible using multiple tools, strategies, and experience. With a multi-disciplinary approach Dave specializes in helping business owners by planning jointly with their accountants and lawyers. Dave can assist in planning for all business stages and maximizing wealth during the transition from corporate to retirement.
BA, CFP®, CIM®
Senior Investment Advisor, Portfolio Manager
Tyler Cockbain is a Senior Investment Advisor and Portfolio Manager with Wellington-Altus Private Wealth.
Since 2002 Tyler has focused his wealth advisory practice on areas of finance that provide unique challenges, including investment planning, corporate and personal insurance planning, as well as business-owner succession, and investment planning. Tyler achieved the Certified Financial Planner (CFP) designation in 2008, and became a licensed Portfolio Manager in 2015.
B. Ed, CIM
Associate Portfolio Manager
Justin was born and raised in Edmonton. In 2012, he graduated from the University of Alberta with a Bachelor of Education focusing in physics and biology. Justin has since found his calling in the financial industry, joining Tower Wealth Advisory in 2014. Under Dave and Tyler’s mentorship, Justin has wasted no time, quickly developing into a knowledgeable representative who is easily accessible. Justin is very active, playing hockey year round, and enjoying seasonal sports like golf in the summer and skiing in the winter.
Associate
Lindsey was born in Ontario, and moved to Edmonton at a young age. She graduated from John Maland High School, Devon AB in 1997.
Lindsey joined Tower Wealth Advisory in 2012 and is the first point of contact for the team, developing positive relationships with our clients.
In her spare time, Lindsey enjoys concerts, sporting events, movies, and being in the mountains.
At Tower Wealth Advisory we provide comprehensive wealth advisory solutions for affluent individuals & professionals, using our unique wealth navigation approach. We strive to provide clients with a one of a kind experience, allowing them to see their visions become a reality.
