310, 10655 Southport Road SW
Associate Financial Advisor
Delphi Private Wealth Management is committed to serving your needs as an individual investor or small business owner. We provide full-service financial planning, investments, and insurance services and have 30+ years of combined experience in the financial service industry. Call us for a complimentary consultation and partner with us to implement a plan to help achieve your financial goals.
About Our Team
Marilyn Withage began in the financial services industry in 1996 and has built a successful financial planning practice in South Calgary. She has a degree in Education and is a Certified Financial Planner (CFP). She is also insurance licensed. Marilyn works with clients who:
Need professional advice and will commit to sound investment strategies.
Areas of focus in her business are: Retirement and Income Planning, Risk Management, and Estate Planning.
Dale E. Dyck began working in the financial services industry in 1995. He began with a local Insurance agency, and eventually realized to be a true financial planner he needed to be involved in more than the insurance business. He joined a securities firm and then moved to Raymond James in 2008. In order to provide his clients a personalized financial plan he has all the resources necessary at Raymond James. He works in the areas of:
Dale works with clients who value advice, who do not necessarily have the time to personally manage their own plans, and want to sleep at night.
Neil Wismer is a Certified General Accountant (CGA) and worked in public practice before joining Delphi Private Wealth Management. He also owned and operated a successful farming operation in Saskatchewan for 25 years, and understands the needs of small business owners.
Neil works with clients who value conservative investment advice, and tax planning.
Alex Fairhurst started his career as a Financial Planner / Investment Advisor in 1996 and holds a Personal Financial Planning (PFP) Designation.
Terry Ferguson understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a financial consultant for Raymond James located in Calgary Alberta, he puts his clients – and their needs – first.
Terry began his financial planning career over 22 years ago. He graduated from the University of Calgary in 1991 with a Bachelors Degree in Economics. He additionally completed his Certified Financial Planners Designation in 1999.
Offering a wide range of investment services, Terry is committed to helping you achieve your financial goals. He works with clients to design investment portfolios to meet their individual needs. Terry offers a comprehensive array of investment alternatives tailored to the needs of each individual investor.
Terry believes in providing his clients with a full understanding of their options and opportunities, put in simple terms and explained in simple english. A clear understanding of clients personal objectives, situations and opportunities , is imperative in developing a financial plan. Terry believes strongly that a one on one individual approach, will create a lasting relationship, to build and maintain a lifetime of financial security.
My approach is simple: clear & concise investment advice.
Whether you are searching for a low-risk income portfolio, or a more challenging high-risk weighted portfolio, my job is to understand your concerns and goals. I will assist you in understanding the risks involved and will make recommendations to meet your individual investment needs.
I was born in southern Saskatchewan. Growing up, we didn't even lock our doors because we trusted our neighbours. I strive to provide services that you can trust and count on. first.
I have over 30 years of experience in the finance and banking industry, with over 10 years directly in the securities industry. In addition to being a Financial Advisor, I hold licenses for life insurance.
I strive to offer full-service investment planning, including tax and estate issues.
I'm currently very active in my community, church, family, and my business. I was recently the President of both the Bankview Community Association and the Prince Albert Optomist's
Our goal is to create an investment portfolio that is right for you. We offer a variety of investment products that can help you attain your individual financial objectives.
If you have dependents or other people with whom you share your life, insurance is an important role in every financial plan. The following are insurance products to help you protect your assets.
To reserve your seat with Jennifer or Tracey, call 403-271-1905 or click here to send us an email.