Valerie Wowryk CFA
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 204.953.7880

Valerie Wowryk brings over 25 years of experience as an investment professional with technical competence complemented by passion and a commitment to do her best for clients.

Valerie has been providing highly personalized service to a select number of clients in order to build genuine, lasting relationships and to ensure investment decisions are well thought out and thoroughly researched. Her extensive experience includes working with management boards, executives, entrepreneurs and prominent families.

To provide the most comprehensive advice to clients, Valerie broadened her portfolio management service with the expertise of tax and estate specialists and accountants.

Valerie's investment career began at a leading Canadian trust company where she managed portfolios for the institutional and not-for-profit sectors, high net worth private clients, Estates and Trusts, and First Nations Communities. In 2001, she joined an independent investment counseling firm, mentoring with one of Canada's leading investment managers.

Valerie holds the Chartered Financial Analyst (CFA) designation and is a committed member of the CFA Institute - a global organization with a mission to lead the investment profession by setting higher standards of ethics, education and professional excellence. She is a Past President of CFA Winnipeg.

Jaimie Kehler
Jaimie Kehler
Tel: 204.953.7881

With more than 16 years of experience working in the financial services industry, Jaimie handles the administrative functions to facilitate the smooth operation of client’s investment portfolios. She also assists with inquiries and requests from clients and their other trusted advisors.

Jaimie has completed the Canadian Investment Funds Course (CIFC) the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH) and takes pride in her attention to detail and providing exceptional client service.