Meet Our Team
Collaborating with an independent and experienced financial advisor offers you access to professional and unbiased advice, personalized service tailored to your unique needs, and a commitment to addressing your specific concerns and future goals.
We operate with a focus on trust, reliability, empathy, prudence, and innovation. Our dedication lies in making a positive impact on our clients' lives and securing their financial futures. Upholding respect and confidentiality, we prioritize your goals and concerns, working solely for your benefit. With a breadth of expertise and a wide range of products and services, we are equipped to cater to your individual needs.
Meet Our Specialists
Financial Planning
Michelle Podorieszach
Senior Financial Planner, Calgary IAS
- Partners with clients to create tailored financial plans, designed to achieve their desired outcomes.
- Offers a holistic financial planning approach, encompassing retirement, education, tax, risk management, estate planning, and other relevant areas.
- Certified Financial Planner (CFP®)
Estate & Trust Services
Craig Coulson
Senior Trust Advisor, Estate and Trust Solutions
- Over a decade of experience in trusts and estates, specializing in fiduciary services and wealth management for clients in Alberta.
- Extensive background in estate, trust, and incapacity planning, including senior roles with a bank-owned trust company and 11 years as Supervisor with the Public Guardian and Trustee of Alberta.
- Holds a Bachelor of Arts degree from Simon Fraser University and is a member of the Society of Trust and Estate Practitioners (STEP) Canada.
Insurance Solutions
Eric Jozsa
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Provides consultations with business owners and benefit plan administrators on the market competitiveness, compliance, and completeness for their benefit and retirement plans.
- Educates and advocates for plan members, acting as a liaison for correspondence with the insurance carrier.
- Over a decade in the industry, insurance licensed in three provinces (AB, BC, ON) with a Canadian Pensions Certificate.
Insurance Solutions
Sam Dutta
Insurance Planning Specialist
- Provides comprehensive insurance solutions (both new and Inforce block of businesses) to the clients of all advisors primarily for the Calgary IAS branch and select independent channels (IFS).
- Advising on Life, Living benefits, Wealth, and Travel solutions to both family and business markets.
- 8 years of industry experience. Designations include Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Registered Retirement Consultant (RRC).
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
