Our team is committed to providing you with the superior wealth management that is Investors Group Private Client. We offer a sophisticated approach to wealth building and wealth protection, creating tailored strategies to fulfill your short-and long-term needs.
We work with our suite of experts in the key areas of tax and estate planning, securities, insurance protection, investment lending and business succession to develop a solution that is unique to you.
We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.
As a CERTIFIED FINANCIAL PLANNER professional, I specialize in high net worth portfolio management, providing sound advice and financial support to multi-generational families. My philosophy is simple: put people and service first. Life is rich and varied. Your financial plan should be, too.
I tailor solutions to your life goals, focusing on all areas of your financial life. This includes incorporating my knowledge and specialization in the areas of pensions, retirement, and succession planning.
I believe firmly in giving back to our community, offering my time to causes like the Sherwood Care Nursing home, and directing our Pathfinder group of kids aged 10 to 17. My wife and I have two sons. I enjoy spending recreational time traveling, playing golf, and being active with my family and friends.
Diane joined Investors Group in October 2006 as a Mortgage Planning Specialist. She provides mortgage advice to clients in Alberta.
Prior to joining Investors Group, Diane had worked at several major Canadian banks. She brings over 30 years of lending experience to Investors Group clients.
Roger Hamm was appointed to the role of Securities Planning Specialist for Investors Group Securities Inc. in 2005. He provides advisory services to Investors Group offices in the Edmonton area.
Roger began his career in 1993 as an Investment Advisor with a full-brokerage firm. He joined Investors Group Securities Inc. as an Investment Representative in January 2000, expanding his knowledge and experience in capital markets. His prior work experience includes three years at a major chartered bank.
Roger holds the Chartered Investment Manager designation, and is a graduate of the University of Winnipeg with a Bachelor\'s Degree in Economics.
Natalia joined Investors Group as an Insurance Planning Specialist in 2014. She covers two Edmonton, Alberta regions; Edmonton Capital and Edmonton Southside.
Natalia started her career in financial services industry as a Consultant at Investors Group in 2008. For the period from 2012 to 2013 Natalia worked as an Insurance Planning Specialist for one of Edmonton’s credit unions and as an Insurance Wholesaler.
Natalia holds the Certified Financial Planner (CFP) designation.