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Leadership Profile
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
Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.
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