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, Richard Wutzke specializes in high net worth portfolio management, providing sound advice and financial support to multi-generational families. Richard's philosophy is simple: put people and service first. Life is rich and varied. Your financial plan should be, too.
Richard tailors solutions to your life goals, focusing on all areas of your financial life. This includes incorporating his knowledge and specialization in the areas of pensions, retirement, and succession planning.
Richard believes firmly in giving back to his community, offering time to causes like the Sherwood Care Nursing home, and directing a Pathfinder group of kids aged 10 to 17.
Richard is a proud husband and father of two sons. He enjoys spending recreational time traveling, playing golf, and being active with his family and friends.
Elliot Chokka joined the Private Wealth Team in March of 2017. He graduated with Business Administration at Burman University with an emphasis in Finance and Management.
Elliot specializes with insurance protection plans for young families and self-employed high net worth individuals. He consistently maintains the highest ethical standards, and is respected among other financial advisors for his knowledge and enthusiasm for servicing others. His aim is to educate individuals to invest in themselves first; too often procrastination is the enemy of wealth.
Elliot states that people continually choose to work with Richard Wutzke Private Wealth Management because of their genuine care towards the client's best interest. What this means is all clients are treated as valuable and delivered with high grade service based on the expectation and financial concerns of their family. The benefit is that together the team will create a customized financial plan that gives you the assured confidence that your financial and life goals will be accomplished; in turn a peace of mind that your family deserves.
Dina Nehring joined the team in 2017 as an Executive Assistant. Her background as a region coordinator for Investors Group made for an easy transition to meet the high capacity needs of a Private Wealth client base.
Dina continues to excel in her superior skills of typing, filing, keeping records and sorting checks.
The practice continues to remain at a high-efficiency pace due to the "at-your-service" private wealth administration team spearheaded by Dina's ability to prepare documents, process mail, service and address clients needs via phone or email.
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.