Our Team
We are your partner in life and wealth
Specialist financial planners and investment advisors
We offer a wide and powerful range of financial, investment and long-term wealth planning services for individuals, families and businesses.
Multi-disciplinary, our work is strategic, forward-thinking and – above all – based on realism, caution and accountability. There are no quick fixes or short cuts.
Senior Portfolio Manager
Senior Financial Planner
Markus started his career in financial planning with TD Waterhouse in 2007, at the eve of the worst financial crisis in over a generation. He quickly learned the importance of ensuring that every invested dollar is tied to stated goals by way of a comprehensive financial plan. The 2009 market crash, and the bull market that followed, also affirmed that every bear market is just a short-term interruption to a long-term permanent up-trend.
Investment Advisor Assistant
Summer joined CG Wealth Management in July 2019. Previously, she had attended NAIT and graduated with a Bachelor Administration of Business with a degree in accounting. Her credential includes the Canadian Securities Course (CSC) with the Canadian Securities Institute. She’s looking forward to the opportunities that lie ahead in the financial services industry.
In Summer’s spare time, she enjoys hitting the gym, attending sporting events, as well as spending quality time with family, friends and her dog Luna
Wealth & Estate Planning Specialist
Jeff started his career in financial planning over 15 years ago. Over the last 10+ years he has focused on comprehensive planning for high net worth individuals such as business owners, professionals, and farmers, to deal with their more complex needs. In 2016 he joined Canaccord Genuity Wealth & Estate Planning Services as Edmonton’s Wealth & Estate Planning Specialist. Previously, he held roles with RBC Wealth Management as a Financial Planning Specialist for the Edmonton area, and Director, Estate and Financial Planning, for Sun Life Financial.
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