Senior Wealth Advisor
Gunther was born in Kiel Germany and grew up in Montreal, Quebec. He completed three years of school in Kiel. He moved to Calgary in 1971 and recently celebrated his 40th anniversary in the financial services industry. Gunther was previously employed as a Commercial Banker with a well-known Alberta-based financial institution. His last position there was Manager, Credit, a senior position in the Calgary Main Branch. Gunther began his career as an Investment Advisor in 1998 with a predecessor firm.
He has been married to his wife, Cindy, for 30 years, and they have two boys aged 25 and 27. Gunther is an avid sailor, having owned his own boat for over 14 years which he kept on the West Coast. More recently, they have begun to travel extensively with recent forays to Europe, the U.S., South America and New Zealand. Gunther likes to read, particularly history and economic times novels, watch classic movies, drink fine Scotch and listen to the oldies. A car buff, Gunther has taken a liking to convertibles and he can be seen whizzing around town in his BMW 435i convertible – Calgary weather permitting of course. He is also an avid photographer whose work has been published in local and regional publications.
As a bit of a "renaissance man," Gunther brings a wealth of knowledge in a wide array of subjects to his practice and this helps him maintain a "big picture" perspective in his dealings with clients. He is disciplined in his approach to asset selection and uses a methodical system when selecting assets for portfolio construction. He has a deep sense of commitment towards his clients' financial well-being with the end result being longstanding and rewarding relationships with his clients, many of which have spanned decades.
Vanessa Laine, CIM, FCSI, CIWM, CFP
Senior Wealth Advisor
Associate Portfolio Manager
Vanessa Laine was born in Calgary and grew up in Sundre, Alberta. She has been in the investment industry since 1997 after graduating from the University of Calgary with a BComm degree (major in Finance). She holds the Chartered Investment Manager (CIM) and Certified International Wealth Manager (CIWM) designations, and is a Fellow of the Canadian Securities Institute (FCSI). She is also qualified to deal with options and discuss insurance solutions with her clients.
Vanessa believes in a goals-based approach to investing where your goals are established and a plan is put into place to meet those goals. Ongoing management and regular reviews are done with these goals in mind to ensure that you are on track. Vanessa takes a holistic approach by incorporating insurance planning/strategies, tax planning and estate planning.
Vanessa enjoys traveling, golfing, running and she is an avid SCUBA diver. Her burning desire is to dive all of the great reefs of the world and she has begun that adventure by diving the Galapagos Islands, Palau and Belize along with many other smaller dive sites. When she's not doing any of these activities, she can often be found riding her motorcycle (when weather permits of course).
Senior Investment Advisor Assistant
Margaret was born in Montreal, Quebec and began her career with a bank-owned firm in Montreal in 1986 working in a number of different departments. She became a Financial Associate in 1997 and moved to Calgary in 2005. Margaret is dedicated to the success of the clients and the investment team. She is a wealth of knowledge pertaining to the administration of the investment industry and assist all of our client in ensuring their documentation is up-to-date and sees to all of their administrative needs.
Margaret's husband, Greg, is an independent owner/operator engaged in medium distance chemical hauling. They have two boys aged 21 and 16 and when not working, Margaret is very busy supporting their many activities. Through this, she has traveled extensively throughout Alberta, BC and the U.S. Pacific Northwest. In addition to supporting her childrens' many activities she enjoys camping in her RV which they keep at Bashaw, Alberta. She loves dogs, and has been known to burn up the dance floor with her almost infamous two-step. Margaret brings a wealth of specific and detailed experience and knowledge to the team. She displays a strong commitment to client service and client relationships.