Recognized as one of Western Canada’s leading wealth management teams, Becker and Cheng Wealth Group proudly offers a diverse group of clients comprehensive wealth services combined with complete long-term planning. Our team provides an unparalleled level of client service, bolstered by decades of experience and top industry designations. We are dedicated to creating sustainable wealth for people and their families through diligent financial management and investing.
Minimum account size: $1,000,000+
Ryan Edgington
At Edgington Wealth, we take a forward-thinking approach to managing your wealth. To that end, we focus on building your wealth with comprehensive strategies, protecting your legacy with conscience-led investing, and helping you enjoy your future for many years to come.
Marc-Antoine Gendreau
Karen Routledge
Our team provides outstanding wealth management strategies to a select group of successful families, and women, who are experiencing significant life changing events. We help our clients achieve financial security and comfort, giving you the confidence that you are on track to live the life that you want.
Michael Anderssen
Connor Farrell
At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn’t fit all.
From investing in your children’s future, to planning or your own retirement or leaving a legacy, we are here to help you every step of the way.
We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life. We then use our proprietary Discovery Process, based on behavioral finance principles, to uncover your Wealth Personality profile. We then leverage this to deliver a personalized financial plan that fits your financial goals and can evolve with you as your needs change over time.
As an associate planner with over 6 years financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that helps to balance living life today with setting goals for tomorrow.
Nicolas Boyer-Dagenais
Muirgheal Bascia
As your trusted advisor, I am committed to helping you maintain financial security throughout life’s changes while capitalizing on the transition to more sustainable solutions for our community and the environment.Why I love what I do. With the support of a team of experts, advanced technology, and years of experience in personal finance, I collaborate with my clients to implement an investment program tailored to their needs and aligned with their values. I help them stay on track to achieve their goals by revisiting their personalized financial strategies along the way. The highest compensation that I can earn while serving them is their trust. I have a thirst for continuous education and a diverse background ranging from physics and chemistry, theatre, and choreography, to a combination of traditional wellness arts. However, I am most grateful for what the “University of Life” has taught me. I began investing in my early twenties to raise funds to support and empower abused children. Within a year, thanks to my portfolio performance, I helped establish a circus arts’ school for them. Moreover, I began offering fundamental and technical analysis to local investors.More about Muirgheal.When not taking care of my clients’ financial well-being, you can see me with my young daughter biking through forest trails, building teepees on the beach and picking up garbage on our way, as well as kayaking, snowboarding or rock climbing. Over the years, I have been supporting animal welfare organizations and local sanctuaries. I am engaged in associations offering transition housing to young mothers. Having earned my pilot’s license, I hope to volunteer in search and rescue in the future. As a Registered Representative I can offer a wide range of investments. I am a Certified Financial Planner and have earned the Responsible Investment Advisor Certification.
Martin Gendron
Derek Levesque
Derek has worked with RBC for over 15 years since making a career change, half of this time with RBC as a Financial Planner. Recently moving to RBC Dominion Securities – Canada’s leading full-service investment management firm – in order to give his clients access to a greater breadth of market research, investment options, and a full range wealth management services.
A continuous learner who holds the industry designations of Certified Financial Planner (CFP), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM). Derek has obtained licensing as a Life Insurance and A&S Insurance Agent to provide more options for his clients.
Derek has achieved the RIAC designation to continue to develop his skills with investments that consider the Environment, Social, and Corporate Governance (ESG) factors to both be able to better align investment portfolios with an individual’s personal values and better manage investment risk.
Using a collaborative approach with clients to ensure a Financial Plan is in place that addresses their retirement goals, estate plan, and uses different strategies that manage risk and improves their tax situation. Derek then meets and communicates regularly with clients to ensure that the plan is on track in light of changing financial goals and objectives.