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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, 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.
CFP®, CIM®, FCSI®, RIAC
Senior Wealth Advisor, Portfolio Manager
I am committed to helping investors align their investments with their personal values. With more than 39 years of investment experience, I started focusing on Responsible Investing (RI) in 1995, and I am now one of Canada’s top RI experts.
A mother of two successful young men, I enjoy spending time in the mountains, travelling, commuting by bike, being a member of Foothills Masters swim club, volunteering, and being with my partner, Ken and our new addition Zazzle the cat.
CIM®, RRC, CFP®
Senior Investment Advisor, Senior Financial Planner, and Associate Portfolio Manager
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.
Investment Associate
My journey in the financial world began when I graduated from SAIT with a Bachelor of Business Administration in Financial Services in 2022.
The reason I chose a career in the financial industry is simple: I enjoy helping people achieve their dreams of both happiness and financial success.
Since joining the team in October 2021, my primary roles have encompassed a wide range of responsibilities. These include handling operations, managing trades, and providing invaluable support in updating financial plans for our clients.
Outside the world of finance, I lead a balanced life. I’m a fitness enthusiast who dedicates time to working out, and I also enjoy unwinding with some quality TV time. Additionally, I have a passion for the great outdoors, often indulging in hikes that offer breathtaking scenery. I also like taking my two feline companions out for a leisurely walk, which never fails to bring a smile to my face.
Investment Associate
After graduating with a specialization in finance and economics, I dedicated myself to obtaining the necessary licenses to make my mark in the industry. Joining the Wagner Investment Management Team in 2023 was a natural step for me. I firmly believe that understanding our clients’ unique goals, aspirations and concerns is crucial in providing tailored financial solutions.
I bring a diverse skill set to my role. This allows me to contribute to various aspects of our clients’ financial journey, ensuring that their needs are met comprehensively. I am passionate about continuously expanding my knowledge and staying up to date with industry trends to better serve our clients.
Outside the office, I enjoy being active with squash, golf, and hiking. My wife and I love to travel across the world and explore new places and people and listen to the stories they tell.
Investment Associate
With a bachelor’s degree in management and over 10 years of experience in the hospitality industry, my primary focus is client care. Working with the Wagner Investment Management Team, I aim to fully understand your needs to provide you with a tailored experience and outstanding service. I work closely with clients to ensure a smooth facilitation of communication.
I aim to complete my Wealth Management Essentials (WME) course, with the goal of becoming a Chartered Investment Manager (CIM®).
In my free time, I enjoy exploring new cultures and their cuisines, staying active and watching movies and TV shows.
