His academic background and vast industry experience equips him with a strong foundation in financial principles and economic insights, making him a valuable asset. With a commitment to making informed financial decisions, Ben brings a unique skill set that aligns with his dedication to providing comprehensive and sound financial advisory services.

Derrick is a key player executing operational excellence in the Alexandria Wealth Management Group with client experience, modernizing the business with single solution technology stack and focus on innovation. He has a diploma in Business Management from SAIT and more than 15 years of wealth advisory experience. Married with three children, he enjoys golfing and hockey, coaches’ baseball, and basketball for his kids, and believes in being respectful and honest above all.

Senior Advisor Technical expertise on the investment advisory and financial planning landscape. A graduate of Memorial University of Newfoundland, Keith has lived in Calgary since 1997. He began his career with London Life and now has more than 20 years of experience in the financial planning industry. He works very hard, listens with great care, is extremely capable and believes that the ultimate accomplishment is earning clients’ trust.

Tenured background with a long history, knowledge and experience working directly on the product investment side of the financial service industry. Her technical expertise is foundational to the support advisor with Keith McDonald and the execution of the client service delivery model. Julie graduated from the University of Manitoba with a Bachelor of Commerce degree and has lived in Calgary since 1996. Her passion is talking with clients to make sure she understands them fully. She wants to earn their trust and be the first call when something changes in their life.

Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, or leaving a legacy to your loved ones or a cherished cause, he can work with you every step of the way. His role is to provide wealth management services throughout the country with its professional advisors. The wellbeing of Canadian families and businesses is a vital aspect of his commitment.

Seasoned in investment industry administration with 15+ years of experience, adept at providing professional support for seamless operations and efficient workflow, with a demonstrated ability to connect effectively with others. Strives diligently to foster collaboration with both colleagues and clients.

A Chartered Financial Analyst (CFA®) designation is the most respected and recognized investment management designation in the world. Also holds an MBA degree from the Sauder School of Business at the University of British Columbia. Understands the unique challenges and needs of women and enjoy helping them become more financially astute and gain more control over their financial independence. Committed to providing my clients with peace of mind, knowing their financial affairs are taken care of so they can enjoy what they like to do best.

Builds and delivers strategic advanced planning solutions to Canadian Families both within Canada and Abroad. Specializes in managing the financial affairs of high-net-worth families and focuses on working with a team of professionals to provide innovative and customized solutions to preserve and enhance wealth. Works with Canadians that have international complexities to their financial DNA (Expat), intergenerational wealth transfer and philanthropy.

Strategic client experience. Delivery of technology integration, marketing initiatives, compliance and regulatory reform, client life-cycle management and ensuring practice delivery on key strategic pathways. International project management experience - IT and business integration and passion for community engagement. (Currently on team Canada for field hockey)