6328A - 104 Street NW 2nd Floor, Edmonton, AB T6H 2K9View on Map »

About Us

Our client's financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.

Click on a team member to learn more about them.

Lee Schmidt

Lee Schmidt

Financial Advisor
Email Me
Profile

David Schumacher

DAVID SCHUMACHER

Financial Advisor
Email Me
Profile

Trevor Bernes

Trevor Bernes

Financial Advisor
Email Me
Profile



Derek M. Ferro

Derek M. Ferro

CFP®, CLU®, EPC®
Email Me
Profile

Richard Beyer

Richard Beyer

Financial Advisor
Email Me
Profile

Taylor Zimmerman

TAYLOR ZIMMERMAN

Financial Advisor
Email Me
Profile


Gilles Wilvers

Gilles Wilvers

CFP®
Email Me
Profile

Ryan Sambor

Ryan Sambor

Financial Advisor
Email Me
Profile

Dustin Barrow

DUSTIN BARROW

CFP®
Email Me
Profile


Michael Taufer

MICHAEL TAUFER

Financial Advisor
Email Me
Profile

Lorne Radke

LORNE RADKE

Financial Advisor
Email Me
Profile

Dean Herbert

DEAN HERBERT

Financial Advisor
Email Me
Profile


Autumn Mundorf

AUTUMN MUNDORF

Executive Assistant
Email Me
Profile

Julie Kiraly

JULIE KIRALY

Executive Assistant
Email Me
Profile

Madison Barrow

MADISON BARROW

Administrative Assistant
Email Me
Profile


Rehbeka Gross

REHBEKA GROSS

Office Manager
Email Me
Profile

Arturo D'Elia

ARTURO D'ELIA

Administrative Assistant
Email Me
Profile