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Mailing Address

700 - 2nd Street South West, Suite 1600
Calgary, Alberta
T2P 2W1, Canada

(403) 298-4033
1 (800) 372-9274
(403) 298-7811

Contacts
Name Position Phone
Rob Gray Director, Wealth Management, Portfolio Manager (403) 298-4043
Ken Shipley Wealth Advisor (403) 410-6901
Kurtis Wagner Portfolio Manager (403) 441-4792
Maddy Marchese Senior Advisor, Insurance Consultant (403) 298-7817
Judi Meyer Senior Financial Planning Consultant (403) 298-4003
Jeri Viklund Senior Associate (403) 298-4033
Chris Courtice Investment Associate (403) 770-2162
Maegan Allan Administrative Support Assistant (403) 476-4224
Vanessa Eagle Executive Assistant (403) 410-6902