WALCH TEAM

Years ago, Maurice attended a national conference for a major financial advisory firm in which a presenter went on stage and said to not get too emotionally involved in clients’ financial outcomes.  To never take it personally.  Then Maurice went on stage and said that the secret to his success was to always take it personally.  

Subsequent to the conference, the Chairman of the financial advisory firm became a client.

“I believe that everyone deserves to get where they want to go in life.  So I worry about my clients and take their well being personally – at Alexandria Wealth Management Group, we all do.  It’s what makes us different.”

“I am always digging around to find the latest and greatest ideas for my clients.  I enjoy change and taking that next step.  Everything is always moving, and if you stand still, life will pass you by.”

So Maurice stays busy.  As a leading wealth management advisor in Calgary for more than 25 years, he focuses on advanced wealth management strategies for both individuals and the owners of privately held corporations.  A former director of Wellspring Calgary and Past President of Cancervive, he continues to volunteer his time co-chairing the Finance Committee for Wellspring Calgary.

Ben joined the team in 2023, focusing on small business tax and investment planning. He began his career in asset management and transitioned to wealth management in 2022, motivated by a desire to build thoughtful, long-term plans and witness his clients' tangible success. His goal is to apply time-tested, tax-efficient strategies—passed down by trusted mentors—to help families grow and preserve their wealth across generations.

Outside of work, Ben enjoys staying active through basketball, tennis, squash, and golf. He also likes reading biographies, playing competitive games, and spending quality time with friends.

Ben brings a strong foundation in equity research, investment analysis, and financial planning to his advisory role. He earned the Chartered Investment Manager (CIM) designation in 2023 and holds a Bachelor of Commerce degree from Dalhousie University.

Wardah has been a part of our team since October 2022. With a diverse educational background, having graduated with a double major in Economics and Law & Society and a minor in Sociology from the University of Calgary, Wardah offers a unique blend of skills and knowledge. Her academic achievements provide her with a profound understanding of economic principles alongside legal and societal frameworks. With 2.5+ of experience in wealth management as a licensed associate, Wardah has honed her expertise in supporting advisors and clients alike, making her an essential team member. Outside of her professional endeavours, Wardah loves to travel, exploring new cultures and destinations whenever possible. She is part of a Bollywood dance team and above all, she values quality time spent with family and friends.