CIM®, FCSI®, CFP®, EPC, RIAC
Senior Portfolio Manager, Senior Wealth Advisor
You could say that finances are in my DNA; my mother was one of the first women in the investment brokerage industry, and I later followed in her footsteps.
I have been a leader in the financial services industry for well over two decades. Prior to my role at Wellington-Altus Private Wealth, I was a First Vice President, Senior Portfolio Manager, and Investment Advisor at a bank-owned brokerage firm.
It didn’t take me long in the industry to discover that, contrary to my own personal experience, many women were not encouraged to become financially confident, and many women today still feel vulnerable when it comes to their own money management skills.
My primary goal is to help my clients achieve financial security and comfort, leaving them open to living a balanced and rewarding life.
CIM®, RRC, CFP®, RIAC
Portfolio Manager, Senior Wealth Advisor
I joined the Wagner Investment Management Team in 2018, following 20 years of experience in the financial services industry.
My passion is planning, which I believe is the foundation of financial success. Many years of helping clients build their financial plans have taught me that working in partnership with a professional can help achieve goals more quickly. What makes me happiest is watching the sense of relief that comes to clients when they have a well-thought-out strategy.
Outside the office, I enjoy spending time with my spouse Darren, son Aidan and our puppy Rosco. As a family, we enjoy getting away to our cabin in the summer.
Senior Associate Investment Advisor
I am a University of Calgary Graduate with a Bachelor of Commerce in Finance. I have held the Registered Retirement Consultant designation since 2010. I bring over 20 years of experience in the Wealth Management and Financial Services industry to the team.
I joined the Wagner Investment Management Team in February 2022. I was drawn to the team’s vision for strategic Financial Planning, the genuine care they show for their clients, and their passion for financial literacy.
I love spending time with my wife Janet and my two boys Matthew and Jesse. It’s a joy to watch us all grow together as a family. In my free time I am passionate about all things soccer, spending time in the great outdoors, and food.
CIM®
Investment Associate
With a Bachelor’s degree in Management and over 10 years of experience in the hospitality industry, I bring a strong client-first mindset to my role. As part of the Wagner Investment Management Team, I focus on understanding each client’s unique needs to help deliver a tailored experience and exceptional service.
Through my industry training and experience, I’ve developed a strong foundation in wealth management, allowing me to support clients and advisors in achieving their long-term financial goals. I work closely with clients to ensure clear communication and a smooth, responsive service experience.
Outside of work, I enjoy exploring new cultures and cuisines, staying active, and keeping up with movies and TV.
Associate
I am a graduate of the University of Lethbridge with a Bachelor of Management in Finance. During my studies, I had the opportunity to further develop my interest in investment management and financial planning by serving as Portfolio Manager for the Student Managed Investment Fund and President of the Finance Club. These experiences strengthened my understanding of financial markets while highlighting the importance of collaboration, communication, and continuous learning.
I enjoy working with people and value building genuine relationships based on trust and understanding. I believe that each person’s financial journey is unique, and I appreciate the opportunity to support clients by listening to their needs and helping them navigate their goals with a thoughtful and personalized approach.
Outside of work, I enjoy spending time with family and friends and staying active through golf, hockey, skiing, and other outdoor activities. I also enjoy exploring new places, discovering great food, and continuing to learn through new experiences.