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Our Private Wealth Counsellors provide leading investment expertise and implementation support to preserve and enhance your assets.
Private Wealth Counsellor
Investment Insights from Science and Practice
Marshall’s advisory practice unites financial science with the practical experience of a seasoned investment manager. With over 20 years of experience providing advice and wealth management services to high-net-worth clients, you can read his insights in the book he authored, The Brilliance of Boring Investing—An Academic Approach to Portfolio Design. He received his Bachelor of Commerce (Major Finance) from the University of Alberta, holds the Professional Financial Planning designation and also is holds the Chartered Financial Analyst (CFA®) designation. In his free time Marshall enjoys time with his family at Alberta lakes, and time with friends listening to live music in Edmonton. It is interesting to note that Marshall may just be the only investment counsellor in Western Canada who still rides a skateboard.
Edmonton Office
11523—100 Avenue NW
Suite 402
Edmonton, Alberta
T5K 0J8, Canada
Telephone: +1 780 638 2491
Toll Free: +1 888 638 2490
Private Wealth Counsellor
A Passionate Financial Builder
With over 15 years of business and advisory experience, Cary expertly combines financial planning and investment management to help our affluent clients answer key questions surrounding their wealth and families. Cary is a Chartered Investment Manager®, holds the Certified Financial Planner® designation and has a Bachelor of Commerce degree in Japanese Studies from the University of Alberta. Outside of work, building a stronger community is Cary’s passion. Currently Cary volunteers on the Endowment Development Committee of the Edmonton Community Foundation where he helps introduce community-minded Albertans to the power of purposeful giving via endowments, as well as the finance committee for the Zebra Child Protection Centre.
Edmonton Office
11523—100 Avenue NW
Suite 402
Edmonton, Alberta
T5K 0J8, Canada
Telephone: +1 780 638 2493
Toll Free: +1 888 638 2490
Private Wealth Analyst
A Passion for Research and Planning
As a Private Wealth Analyst, Joshua is responsible for supporting the private wealth counsellors in the preparation of comprehensive reporting and research for our high net worth clients. In this capacity, Joshua can often be found deep in financial planning software or spreadsheets as he works to help clients successfully plan and prepare for their financial future. In addition to client presentations and reports, Joshua has a knack for technology and is often called on to help the team research and manage tech solutions that improve our client correspondence and experience. Joshua holds a Bachelor of Arts with a Major in Economics and a Minor in Mathematics from the University of Alberta, and a Bachelor of Commerce with a Major in Accounting from MacEwan University. Outside of work, Joshua enjoys spending time with his family (in Español!), friends, and staying active, which often battles for time with his love for finding the latest hidden gems in streaming, video games, and music.
Edmonton Office
11523—100 Avenue NW
Suite 402
Edmonton, Alberta
T5K 0J8, Canada
Telephone: +1 780 638 2492
Toll Free: +1 888 638 2490
Private Wealth Assistant
Passionate about Client Connections
In Rhonda's role as Private Wealth Assistant, she is responsible for ensuring the day-to-day administration of our Edmonton practice and is an expert in tracking down information when clients have a question about their accounts or investments. Rhonda’s super power, however, is understanding where our client families are on their financial journey, and she is often the first person clients call when they have big news to share with our team. Outside of the office, Rhonda keeps her creative flow going through dance, painting, walking in Edmonton’s incredible river valley and spending time with friends and family.
Edmonton Office
11523—100 Avenue NW
Suite 402
Edmonton, Alberta
T5K 0J8, Canada
Telephone: +1 780 638 2490
Toll Free: +1 888 638 2490
Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.
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