Brad Gustafson B.Sc., CFP, CIM
Director, Wealth Management & Portfolio Manager
Tel: 403.355.6060

Brad’s extensive range of experience includes being a farmer, rig worker, geologist, award-winning realtor, real estate investor, and banker. Brad has been in the financial planning industry for the past 28 years. Brad attended the University of Calgary and graduated as a Geologist. This solid platform of knowledge helps him understand and develop effective solutions to address clients’ wealth management needs encompassing investments, estate, tax, succession and retirement planning. He presently serves the function of CFO for the select families he works for. To date, Brad's financial planning accomplishments include being both a Certified and Chartered Financial Planner and graduate of the Canadian Securities Course. Brad has been a public speaker for 25 years and has given over 400 speeches to fellow planners, the general public, and corporations across Canada from Abbotsford to Kingston. He has been interviewed and quoted on CBC Money Sense, CBC National News, News First on Channel 2&7, The Globe & Mail, and the Calgary Herald. He has shared the stage at financial planning conventions with speakers such as George Bush Sr., the 41st President of the United States, and has also been the recipient of over 44 financial planning awards and designations. Brad presently is the president of Gustafson Wealth Counsel which manages over $250 million of assets inside of the $27 billion managed at RichardsonGMP Limited.

Karen Rowell B.Comm
Associate - Team Manager
Karen Rowell
Tel: 403.355.6064

Karen is a native Calgarian who graduated the University of Calgary with a Bachelor of Commerce Degree. She has 30 years of experience in the Financial Services arena. Karen started her career as a Systems Analyst consulting to a wide variety of companies. She then owned and operated a Full Service General and Life Insurance Brokerage House for 8 years, writing everything from auto insurance to Directors and Officers Corporate Liability Insurance. Karen has excelled in many Canadian Securities Industry Courses, and has passed the Branch Managers Course, as well as the Options and Derivatives Supervisory Course, with honours. Karen then managed the Calgary office of NBCN, which performs back-office and clearing services to many brokerage houses in Canada. She was the Branch Administrator at National Bank Financial Ltd in the Calgary location, which was awarded the prestigious National Award “Branch of the Year” for 3 of those 5 years. Karen’s extensive industry experience brings an invaluable wealth of knowledge to Gustafson Wealth Counsel. She serves our clients as our operations manager and organizes Brad’s entire schedule.

Brett Gustafson B.Comm
Associate Investment Advisor
Brett Gustafson
Tel: 403.355.6061

Brett began his career in the investment industry in 2013 while pursuing his Bachelor of Commerce, University of Calgary. Brett has always had a passion for helping people, which led to him majoring in Personal Financial Planning. While going to the University of Calgary Brett received the Estate Planning Council of Calgary Scholarship in Business. When Brett graduated in 2016, he knew that working for Gustafson Wealth Counsel at RGMP was where he wanted to be. Brett is fully securities licensed and is currently pursuing his Chartered Financial Analyst (CFA) designation. He has successfully passed Level 1 and is currently studying for Level 2. Once this is completed, he plans on pursuing his Certified Financial Planner (CFP) designation.

Brett uses his financial planning and investment knowledge to work with clients to help them reach their goals. He thrives in the collaborative environment with Gustafson Wealth Counsel to assist clients in making informed financial decisions. Brett believes with the right information and solutions; our clients can make a stress-free decision when planning for their financial future.

Outside of the office, Brett is an avid sports fan. He loves basketball and football. This passionate basketball love has even led him to name his Labradoodle, Kobe. When Brett is not watching or playing basketball you can find him hiking, snowboarding, or travelling.

James Long B.Comm
Associate
James Long
Tel: 403.355.6065

James is a seasoned financial services professional with over 12 years of experience in the financial services industry. James graduated from the University of Calgary earning his Bachelor of Commerce Degree, majoring in Finance and Management Information Systems. Prior to joining Gustafson Wealth Counsel, he held various positions at different investments firms in Calgary and he is fully licensed with his Canadian Securities accreditation. James brings his unique abilities to work with the team and is extremely detail oriented in our highly regulated industry, making him more than qualified to head our processing and compliance department.

Cameron Lienau B. Business Admin.
Associate
Cameron Lienau
Tel: 403.355.6079

Cameron graduated from Mount Royal University’s Bachelor of Business Administration program with a Minor in Finance. He is currently Investment Representative licensed and is currently working to become fully IIROC Licensed. Cameron has been a member of the Gustafson Wealth Counsel for over a year and is continuing to immerse himself in the intricacies of the financial industry. As a licensed Associate, Cameron is responsible for assisting with client services and transactions and is now sitting on our financial planning desk with plans to pursue his Certified Financial Planner (CFP) designation someday.

When Cameron isn’t working, it is highly likely that he will smell of campfire smoke as he loves being outdoors, camping, hiking, and skiing. He’s a self-proclaimed handyman from his previous construction experience and is always looking for something to fix.

Tristan Lansdall B.Mgt
Assistant

Tristan graduated from the University of Lethbridge with a Bachelor of Management degree with a Major in Finance. Tristan is the newest member of the team, joining Gustafson Wealth Counsel in January 2019. Currently enrolled in the Canadian Securities Course, Tristan is looking forward to expanding his knowledge of the industry and growing with Gustafson Wealth Counsel. Outside of work you can normally find him either playing or watching sports (basketball and football) or studying for his next exam.

Craig D. Basinger, CFA

Chief Investment Officer, Portfolio Manager

Beginning his investment career in 1995, Craig Basinger has focused on investment strategy and managing Canadian and U.S. equity portfolios for Canadian investors. Craig believes that investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. Craig spends a considerable amount of analytical energy on identifying economic expectations, allocating assets, and formulating sector views and style/quantitative tilts. He develops and tests these themes continuously. At the company level, he uses fundamental research in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points. Craig’s multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

 

Chris Kerlow, CFA

Portfolio Manager

Chris graduated from Saint Mary’s University with a Bachelor of Commerce Degree, double majoring in finance and entrepreneurship. He began his career with Scotia Asset Management in 2008 and had progressing roles before becoming a senior analyst in the Investment Consulting Group. Chris was awarded the Chartered Financial Analyst (CFA) designation in 2012. He brings a specialization in stock specific fundamental analysis. Analysing companies from the bottom up deriving fair value estimates and determining their relative attractiveness as either a stand alone investment or in a portfolio context. He is also a contributing member in the asset allocation and sector selection process.

 

Derek Benedet, CMT, CFP, CIM®

Portfolio Manager

Derek is a Portfolio Manager within Richardson GMP’s asset management service, Connected Wealth. He has worked for the past fourteen years in the investment industry with experience at CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree with a finance concentration. Derek is a Chartered Market Technician (CMT), a designation obtained through expertise in technical analyses and is granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) as well as a Chartered Investment Manager (CIM).

Derek brings a specialty in trading, technical analyses and behavioral finance. His unique investment approach combines technical analysis, quantitative finance and fundamental analysis. Paying careful attention to momentum, market breadth and price patterns, Derek identifies key support and resistance areas that bring a unique aspect to new idea generation and risk management in portfolio management.

 

James Price, CFA

Portfolio Manager

Jamie is the Director of Capital Markets and Investment Products at Richardson GMP. In this capacity, Jamie helps advisors and clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes the writing of our market commentaries, including the daily Launch Pad, to keep our advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and started in fixed income the same year working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst charter holder in 2006. A year later, he was appointed Director of Fixed Income. Jamie’s experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team. Jamie Price, as a portfolio manager, is the lead manager of the Connected Wealth bond strategies.