"Life is busy, time is precious and managing finances can be complicated and overwhelming. That’s why we manage your financial world so you can spend more time doing what you enjoy."

- Bow Valley Wealth Management Group

 

 

Our team

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What we do

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No matter what life events happen, we help you navigate through and celebrate on the other side.

Clients come to us for our expertise and stay for the peace of mind and freedom they gain from letting us help. We are here to help make your unique goals and dreams a reality, and it is our honour and privilege to walk alongside you in your journey.

Darryl Bourne

Senior Portfolio Manager & Investment Advisor CIM

Merlin Doucette

Senior Portfolio Manager & Investment Advisor CIM, PFP

Robert Tufts

Financial Planner CFP

Nada Ceklic

Senior Associate

Mimi Mihalcheon

Senior Associate Advisor

Dave Morris

Senior Associate Advisor

Breezie Fielding

Associate

Jamie Contreras

Associate

Juliana Crippa

Associate Advisor

We want to help you achieve your goals.

Recent Posts

Video: The Wealthy Barber: Settling estates and being an executor is becoming more complicated

Apr 30, 2024 | RBC Wealth Management

Being an executor can be stressful. Are you ready for the job ahead?

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Video: The Wealthy Barber’s ageless estate planning advice

Apr 30, 2024 | RBC Wealth Management

David Chilton's guidance on Wills, powers of attorney hasn't changed

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Energy stocks: A hedge to rising geopolitical risk

Energy stocks: A hedge to rising geopolitical risk

Apr 26, 2024 | Frédérique Carrier

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

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