We work with people interested in aligning personal values with investment decisions to create long term wealth. Together we aim to understand your current situation and desired lifestyle and build a plan using the most tax effective strategies available. Our team in concert with your advisers help you achieve peace of mind through financial confidence.
Province Licensed In: Ontario
Jeff Foster, CFP®
I view myself as someone who looks out for others. I’m passionate about providing the best advice and guidance to help ensure our members have the peace of mind knowing they are on track to achieve their financial goals; whether it is access to education or financial freedom in retirement. My ability to be a compassionate listener has helped me build relationships and understand each member’s needs.
I’m able to provide a holistic, unbiased view of your finances from a faith perspective. I began my career in financial services in 2004 and have attained the Certified Financial Planner and Financial Management Advisor (FMA) designations. I specialize in advanced Wealth Management Techniques and Portfolio Construction.
Lawrence Foerster
*Group Benefits Specialist for Health and Dental Benefits and Group RRSP’s.
Services Include: Plan Design, Implementation, Negotiations at Renewal, Ongoing Care and Support.
*RIS designation for Investments:
SRI segregated mutual funds for RRSP’s, TFSA’s, RESP’s and non-registered plans.
*GIC’s available.
*Individual and Family Financial Services available via Hub Financial, include Life, Disability, Critical Illness and Travel Insurance.
Drew Ferrie
Solely focused on providing exceptional investment management services to my clients.
I am committed to helping my clients fund retirements, college educations, homes, travel, and more through the intelligent allocation of their investable assets. Combining market wisdom, behavioral finance knowledge and technology, along with customized planning expertise, courtesy of Odlum Brown Financial Services Limited,* I help guide my clients towards achieving their personal financial goals.
Helping you reach your goals.
While working with you to craft and update your investment strategy, we will spend time discussing your ability and willingness to take risk. Risk tolerance is central to our approach, and your risk tolerance level will often evolve over time as circumstances change. Incorporating a socially responsible investment overlay to this strategy is part of the process. The three pillars of socially responsible investing are Environmental, Social and Governance factors, or ESG. Investments are selected for positive ESG performance relative to industry peers. This also includes avoiding companies that do not meet certain ESG performance thresholds. More than ever, having positive ESG measures for individual companies helps the bottom line on an ongoing basis and helps drive investment returns. I have a broad view of what constitutes risk. There is, of course, familiar investment risk. But what about the effect of inflation on cash flows? What about the risks that may arise from working for and then investing in one company and/or one industry? How might changes in tax laws impact your ability to grow your assets over the long-term? As a client, I will help you understand risk – and then, after understanding your full financial picture, create a portfolio to help you appropriately balance risk and reward. As your life and circumstances change, I am by your side, working to ensure your portfolio stays current. When I understand and align the critical components of your financial health, you are able to enjoy a greater sense of confidence in your ability to achieve your financial goals. What happens when the market goes down? Stick to your strategy! It is a matter of indisputable fact; markets go up and, yes, markets go down. The key to long term success – and the secret to weathering the storm – is taking a long term approach, and having a portfolio designed to help you reach your financial goals, despite market turbulence. A good portfolio includes having the right balance of equities and fixed income. These proportions are determined based on your unique circumstances, financial goals and risk tolerance. It also means keeping that balance in the face of what happens in the market day to day, or week to week. It is not just about your investments; it’s about insurance, wills, trusts and taxes and how each affects the other. A well-crafted investment strategy transcends each of these areas and works together, today and tomorrow.
*Available through Odlum Brown Financial Services Limited (OBFSL). OBFSL is a wholly-owned subsidiary of Odlum Brown Limited offering life insurance products, retirement, estate and financial planning exclusively to Odlum Brown clients.
Fred Feistmann
In Fred’s experience, as wealth is realized there is an increasing need for financial and estate planning. Fred’s commitment to you begins with the development of a sound, long-term financial strategy – leaving you with the peace of mind that comes from knowing your financial objectives are consistent with your personal objectives.
In addition to his wealth of experience, Fred draws upon his background in finance. Fred currently holds his Canadian Investment Manager designation and has received the accreditation required to provide discretionary investment management services. Fred has also been recognized by the Canadian Securities Institute for his academic accomplishments in the Canadian Securities Course, the Professional Financial Planning Course and the Conduct and Practices Course. He earned Awards of Excellence, which are only presented to the top 1% of the candidates across Canada. Fred has also completed both the Options and Futures licensing courses and has his Life Level II insurance license.
Born in the United States and raised in B.C., Fred brings a wide range of experience to his position at RBC Dominion Securities. Fred attended the University of British Columbia where he studied Mechanical Engineering. He then spent nine years in the Nicola Valley working for local ranches such as Douglas Lake, Quilchena, Nicola and the Gang Ranch. Along the way, he has completed both Kolbe and Kolbe Youth Certification courses and is a graduate of World Wide School of Auctioneering. Fred enjoys skiing and mountain biking with his two young sons, Mason and Connor, and his wife, Charlene.
Christian Farstad
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.
As part of the team, Christian Farstad builds customized, tax-efficient portfolios that rigorously reflect a client’s income, capital preservation, asset growth expectations, and tolerance for risk.
Patti Dolan
Patti Dolan is committed to helping investors align their investments with their personal values. With more than 39 years of investment experience, Patti started focusing on Responsible Investing (RI) in 1995 and is now one of Canada’s top RI experts.
Shareholder Advocate
Patti provides expertise in evaluating companies based on their Environmental, Social and Governance (ESG) criteria. She is a shareholder advocate. She votes all client shares in a way that best supports sustainable best practices and strong governance.
Involved in Education
Patti is committed to educating investors, institutional stewards, and the public about Responsible Investing. She is a keynote speaker, panel moderator, panelist, emcee, MBA presenter, and task force participant. She has taught a Social Finance class at Ambrose University.
In the Community
Community involvement is part of the foundation of Patti’s life. Patti participated in a study tour to Rwanda, attended sessions at the United Nations in New York, and reviewed companies for the UN Global Compact. She also held executive positions with the Alpine Club of Calgary, specifically as Access and Environment Chair, served on the Calgary Area Outdoor Council and was a member of the University of Calgary’s Sustainable Investment Committee.
Patti is past secretary for the Responsible Investment Association of Canada, and past chair of Vibrant Communities Calgary, and past member of the Conference Board of Canada Leadership Faculty at the Corporate Sustainability Institute.
She is a member of Be Local YYC, a Calgary sustainable business association.
A mother of two successful young men, Patti enjoys spending time in the mountains, traveling, commuting by bike, being a member of Foothills masters swim club, volunteering and being with her partner, Ken.
587.747.6629
patti.dolan@wellington-altus.ca
Peggy DeVries
Certified Financial Planner and full service advisor with Edward Jones since 2003.
Over 25 years in the financial services industry.
Services include:
Investment Strategies;
Retirement Planning;
Asset protection (insurance);
Estate Planning;
Responsible Investing Options utilizing Environmental, Social and Corporate Governance (ESG) standards.
Greer Cummings
Greer appreciates serving the community as part of a strong Wealth Advisory team. She earned her B.Comm. in International Business from the University of Victoria (1997) and her MBA in Management Information Systems from Simon Fraser University (2000). She has been immersed in the financial services industry in some capacity for the better part of 25 years, the last 23 with BMO Nesbitt Burns. Greer is a proud longtime member of the RIA, a critical force in the RI movement. She is passionate about helping people navigate the global financial system to create sustainable solutions that reflect her clients’ unique circumstances and provide confidence and peace of mind. An active supporter of the educational experience, Greer served as a board director of the CPF BC Yukon Branch for 5 years, reflecting her passion for and commitment to her cultural heritage and family (husband Brian and two boys Aedan & Zachary). The family is also active in the local and provincial lacrosse communities. During her free time, Greer may be found practicing yoga, hiking, biking, cooking, travelling, or helping others cultivate healthy relationships to resources, financial and otherwise.
Ryan Colwell
Specializing in Socially Responsible Investing since 1997. We pride ourselves on building a super friendly, accessible practice while demonstrating sustainability in in all that we do.
As a Certified Financial Planning Professional, Ryan’s primary goal is to empower his clients to proactively reach their financial independence and dreams. Ryan understands the value of communication and being accessible to his clients. He takes pride in following through with an individual’s financial plan and genuinely cares about any lifestyle changes that affect that plan. Ryan seeks out funds that place a high priority on “active engagement” meaning fund portfolio managers urge their fund companies to improve performance in environmental, social and corporate governance (ESG).
Ryan is a proud member of the Responsible Investment Association and leads, through example, a green and conscientious lifestyle. Servicing the GTA and beyond, Ryan is the two time winner of the Wealth Professional SRI Impact Investing award 2015 and 2016.