To our clients, you can now find the online portal link underneath the "Client Center" tab.

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Calgary Team

Meet the Calgary Wealth Management Advisors and associates.

Robert Rothenberg

CFA, CIWM, FCSI®

CEO & Portfolio Manager

Raj Pandher

CIM®

Chief Operating Officer

Philip Blake

CIM®, FCSI®

Portfolio Manager & Branch Manager, Calgary

Greg Stachiw

Wealth Management Advisor

Samia Preston

CIM®, CFP, FCSI®

Wealth Management Advisor & Portfolio Manager

Jesse Trofin

Jesse Trofin

Wealth Management Associate

For more information on our Wealth Management Advisors, please visit the CIRO Advisor Report.

Request a call with a Calgary Advisor