EXPERT FINANCIAL ADVICE YOU CAN TRUST
At Navigator Wealth Management, we understand that serving clients' financial and investment needs begins with building strong, lasting partnerships. We focus on listening to each client because we believe everyone's needs and financial goals for the future are unique. As financial advisors with Raymond James located in NW Calgary, Alberta, we put our clients – and their needs – first.
Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
Offering a wide range of investment services, we are committed to helping you achieve your financial goals. Specializing in wealth management, insurance and tax & estate planning, we offer a comprehensive array of investment alternatives and portfolios tailored to the needs of each individual investor. These alternatives include individual stocks, bonds, GIC’s and managed money.
MEET YOUR ADVISORY TEAM
Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
Eric Willerth, CPA®, CA, CFP®
Eric Willerth 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. Eric graduated from the University of Saskatchewan in 1986 with a Bachelor of Commerce degree. He additionally obtained his Chartered Accountant designation in 1989 and his Certified Financial Planning designation in 2002. Eric holds a Securities license in British Columbia, Alberta, Saskatchewan, Ontario, and Nova Scotia. He also has Insurance licenses in British Columbia and Saskatchewan.
Brad Hinds
With more that 30 years experience in the financial services industry, Brad Hinds advises clients on a broad range of wealth planning strategies. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. Brad uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions. Brad takes pride in community involvement. He has served on many community projects in Varsity. He is also a member of Stampede City Gyro Club where he serves on the Board of Directors.
Kevin Halkyard, CFP®, CLU, FMA
Kevin Halkyard understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. As a Financial Advisor with Navigator Wealth Management of Raymond James located in Calgary, AB, he puts his clients - and their needs - first. Kevin graduated from the University of Regina in 1990 with a Bachelor of Arts, majoring in Economics. He additionally completed his Diploma of Associate in Administration in 1995. A firm believer in continuing education, Kevin has enhanced his experience bycompleting: the Certified Financial Planner (CFP) designation in 2000, Chartered Life Underwriter (CLU) designation in 2004, Financial Management Advisor (FMA) designation in 2007 and Certified Health Insurance Specialist (CHS) in 2013.
Gordon Newel
A thoughtful, attentive advisor, Gordon Newel’s underlying mission is to develop, implement and monitor appropriate plans for his clients based on their goals and risk tolerance. With a willingness to listen to each client like he or she is the only investor in the world, Gordon Newel is dedicated to assisting his clients in meeting their financial needs. Gord has been a Financial Advisor in the financial services field since 1997.
Learn more about us
Raymond James Ltd.
