Province Licensed In: Alberta
Brian Barsness
Brian brings over 25 years experience in wealth management and over 20 years focused in Socially Responsible Investing. Especially experienced in helping clients align their faith, values, and dreams with their investment objectives. His firm offers full wealth management expertise including risk reduction and tax planning strategies for both business owners and individuals. His services include full financial and estate planning.
Mutual funds provided by Sterling Mutuals Inc.
Wade Brown
Anthony Tobias
As part of an independent wealth management firm, I guide my clients, helping them to preserve and grow their wealth over multiple generations. I specialize in advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping my clients pass on a legacy to their loved ones.
Through my investment management programs, I create tailored solutions to address my clients’ individual needs. Because I want to protect my clients’ hard-earned assets, I believe in a conservative investment approach focused on capital preservation and finding businesses that are growing their earnings faster than the competition. By implementing a Responsible Investment(RI) approach, I am able to incorporate environmental, social, and governance into investment decisions.
I hold myself to the highest levels of integrity and accountability to ensure that I am doing my absolute best for each and every one of my clients. I feel privileged to work with the families who come to me for wealth planning and I am passionate about making their lifelong dreams come true.
Craig Brenzan
Shirley Jones Paley
We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations
Simon Bowers
Private Wealth Portfolio Manager
Patricia Domingo
Trish holds the esteemed professional designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI®). She obtained her CFP in 1999, and has acted as a media spokesperson for RBC on various financial planning topics. Her expertise allows her to seamlessly integrate our clients’ financial plans into their investment portfolios. Trish is insurance-licensed, enhancing her abilities to maximize tax and estate planning strategies. She has strong attention to detail, and services our clients with a tailored approach to meet their specific needs.