Tage Cawley has more than 20 years of experience in the investment industry. As an Advisor, Tage's success in identifying high-quality, conservative investments has earned his clients’ loyalty and encourages them to consolidate their assets under his guidance.
A Professional Financial Planner (PFP), Tage holds a Bachelor of Business Administration, specializing in Management/Finance, from the University of the Fraser Valley, and a two-year marketing diploma from Okanagan University College. Passionate about both personal and professional development, he was an active member of Rotary International for more than 11 years.
Since relocating from Abbotsford, B.C., to Edmonton in 2009, Tage and his wife Kim have fallen in love with the city and all that the Alberta lifestyle affords. He spends his non work hours with Kim running around town acting as taxi drivers for their 4 young kids or cleaning up after their little bichon poodle named Angel (and no he didn’t get to name it). If he isn’t too exhausted after that he’ll try to squeeze in a game of hockey or baseball.
With more than 20 years of financial services industry experience, Chandra has had success in roles at major wealth and portfolio management firms across Canada. She enjoys financial administration and putting her knowledge and expertise to use to strengthen and foster relationships with clients.
In her free time, Chandra is fond of reading and other ancient lost arts, such as spinning, painting, knitting, photography, music and volunteering… as well as other arts that should be lost, such as drinking outrageously expensive coffee.
Branch Manager, Senior Vice President, Private Client Group
Assistant Branch Compliance Supervisor
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