We provide steady navigation during certain and increasingly uncertain times. The financial industry is not easy to understand or guide. We have been at this for a long time, and our clients understand and trust that we get them and have their backs. We balance individual needs against uncertain markets.
Excellent campfire vocalist, passionate about the market.
Royce’s gregarious, fun-loving nature is immediately apparent to anyone who meets him. Anyone who spends time with him knows that in addition to enjoying a good laugh Royce is also a perceptive and intuitive leader with a huge heart. He was called to the industry by a deep passion for the market and behavioural finance and has spent the past three decades as a portfolio manager, crafting investment strategies for private clients, foundations and trusts. Before he entered the world of finance, Royce spent years chasing pucks on a scholarship from Dalhousie. Nowadays, along with his wife Lisa, he’s chasing his three sons across Canada, as they pursue degrees at various universities. Outside of work Royce loves golf, socializing, coaching team sports, fly-fishing and a good campfire sing-along.
Top-ranked cribbage player in the office.
When it comes to wealth management Jeff has done it all — he ran his own very successful financial planning business, he worked for a large multinational bank, as well as an insurance company, and has been managing portfolios for close to a decade. He’s a great listener, a man of convictions, and makes time to know his clients on a personal level. Personal, and industry accolades aside, Jeff’s biggest claim to fame, aside from finding a charming lawyer lady to marry him, may be his wonderfully dry sense of humour. If his penchant for hilarious side-comments delivered with a stone-cold expression doesn’t at least garner a chuckle, you’re probably not human. A real family man, Jeff is happiest spending time with his wife and two kids at their cabin, and thoroughly enjoys a game of cribbage. Outside of time with the family, Jeff can be found golfing or playing hockey, two sports which he professes to enjoy mostly for the post-game beer. He’s also a massive fan of the NFL, with a life-long dream of making it to every stadium in the world.
Board sport enthusiast, part time dog trainer.
Josh has a positive, straightforward disposition. He joined the Kinsted team from a large independent firm. A true financial whiz, when he’s not at work, he donates his time to the Dear Heart Foundation as their Director of Finance. Outside of his passion for numbers, he loves any sport that involves a board. Summers alongside his wife and daughter are dedicated to surfing, winters to snowboarding, but he’ll also say yes to golf, hiking, or just about anything that involves being outside. The dynamic duo have also added a German Shepherd puppy to the mix to join them on their adventures.
College basketball champ, recreational creative thinker.
Known as 'Smiley Mike,' this guy finds a way to prosper with positivity in every situation. Mike has worked with multiple teams within the wealth management industry and has experience ranging from portfolio management to client acquisition. When he's not hitting the office, he's hitting the court for some post work b-ball, or learning classic rock songs on his guitar. In his university years he played for the Concordia Thunder before moving to Lethbridge. As a people person, Mike has brought loads of success to the team. He takes his radiant personality wherever he goes, including his jaunts to Costa Rica, Norway, and Texas, to name a few.
Associate Wealth Counsellor
Disc golfer, miniature painter, and classic literature buff.
Also known around the office as "Danny", it is not often that you come across someone as unique as him. His cheerful and positive attitude shines through even on the gloomiest days. Before joining Kinsted, Danny spent four years in Private Wealth Management after spending three years as a Banking Advisor. One may say that Danny has a particular taste in extracurriculars; when he’s not discussing the markets, you can find him "holing out" on the disc golf course or painting miniature figurines. This isn’t the only interesting fact about him; Danny and his wife, Mindy, have a soft spot for classical literature, so much so that their son’s name, Atticus, was inspired by To Kill a Mockingbird, and daughter, Juliet, from Romeo and Juliet. Danny is in arms reach of completing his CFA designation, with only one exam left to go. Apart from studying for his last exam, Danny likes to bury himself in spy and fantasy novels, spend time with his family, and enjoy anything “nerd” related, in his words.
Associate Wealth Counsellor
Life-long athlete, forever student.
Born and raised in Calgary, Adam lives for any chance he gets to be outdoors and active. Regardless of the season, you can find Adam shredding down a mountain by bike, skis, or snowboard. Adam came to Kinsted with a broad depth of experience in the investment industry, where he focused on solving the issues most prevalent to investors. Not only is he known to be respectful, empathetic, and enthusiastic, Adam has a team-oriented disposition which explains his life-long love for football. This passion goes way back and landed him as the University of Calgary Dinos team receiver and also sees him as a youth community football coach for the past several years. Aside from sports, Adam holds the Chartered Investment Manager designation, is registered as an Associate Advising Representative and is pursuing his MBA. When he’s not reading the GMAT study guide, you can also find Adam working on his “A” game on the golf course and spending time with his beloved pooch, Winston.
Associate Wealth Counsellor
Philomath with a soft spot for board games.
The definition of a Philomath is a person who loves to learn and study. Chris, who holds a Bachelor of Science in Mechanical Engineering, a CFA Charter and an MBA with a Finance concentration, seems to fit this definition. However, he is so much more. Chris can be described as an energetic motivator who is personable and determined. He started his career as a Petroleum Engineer, before a love of capital markets and finance had him transitioning to Investment Banking and finally, to Wealth Management. An avid reader, Chris has been gravitating to more fiction in his spare time, and you can find Ayn Rand and Michael Lewis as well as J.R.R. Tolkien and George R.R. Martin on his bookshelf. When he’s not hitting the books, you can find Chris hitting the links, cooking exciting meals with his lovely wife, playing board games, or going on walks with his new baby and his dog , Maggie.
Associate Wealth Counsellor
Venturesome musician, fan of Nickelback.
Born in Calgary, Nick has an aptitude for outdoor sports and music, stemming from hobbies like skiing, camping, hiking, and even recording his own rock album. His persistent lifestyle challenges him every time he tries something new and is a solid quality to portray in his education and industry work. Having worked at multiple private wealth firms, Nick brings a breadth of knowledge in portfolio management and financial markets to the Kinsted team. During his time at U of C, he received his BComm specializing in finance and is currently pursuing the CFA designation after crushing the level 2 exam. On top of everything else, he’s an easygoing and amiable person to those around him. In his spare time, he enjoys listening to music ranging from Nickelback to Brad Paisley, traveling with his girlfriend, and watching Wall Street thrillers such as Margin Call or The Big Short, to name a few.
Team Lead, Client Services
Ginger-coloured cat owner, might be magic.
With more than a decade of experience managing relationships and logistics in the financial industry, Jodi is a beacon of positivity wherever she goes, but has really brought the magic to Kinsted where everyone who meets her greatly appreciates her cheerful, enthusiastic disposition. An easterner at heart, Jodi was raised in PEI wearing cleats on the rugby field and point shoes on the stage — the perfect metaphor for her elegant, no-nonsense approach to work. In addition to a very handsome ginger-coloured feline, her house is home to her young daughter and an exceptionally enthusiastic NBA fan who also happens to be her husband. When she’s not with her family, Jodi loves a hardcore workout (she’s been known to goad co-workers into participating) and anything to do with interior design. She has yet to meet anyone who rivals her passion for throw pillows.
Foodie Fanatic with a knack for organization.
An inquisitive, bubbly, and energetic individual, Danelle’s curiosity has taken her from Calgary to Toronto and back in her several years of experience in the financial services and investment management industry. Although it may seem that she is always on the move, Danelle found home in Calgary with her husband, mother, and her quirky pup, Carmine. One could say that cooking is Danelle’s love language with her passion for the culinary arts. Known around the office as the ‘foodie’, she is always trying new restaurants and recipes. Danelle is the ultimate team-player and when she is not solving problems in the office, you can find her listening to podcasts, organizing her closets, cycling, traveling, and reading her current favorite, Off Script by Marci Ien.
Potterhead with a shocking shoe collection.
Although she is still early in her career, Alex has already dipped her toes into several areas of the financial services industry. A notorious go-getter, she has represented Mount Royal University as team captain at the CFA Institute’s Research Challenge in addition to acting as a Supervisory Analyst in the Student Investment Fund. But finance isn’t the only thing Alex dips her toes into; she is a proud shoe collector with over 150 pairs and counting - we have yet to see her rocking the same pair twice. In addition to her flourishing collection, Alex can’t seem to take a break from continuing her education. Already strapped with a Finance degree, Alex has obtained her LLQP license, a land administration certificate, and passed her CFA Charter exam. When she’s not hitting the books or shopping for shoes, you can find Alex at the gym, listening to podcasts, watching murder mysteries, or binging Harry Potter with a glass of wine and her sassy cat, Doris.
Actor, comedian, and games master.
Not many people have a Bachelor of Science in Psychology with years of industry work and a love for writing, acting, and comedy, but James does! He has a drive to progress with a creative mindset - James sets a fitting example through his vibrant and positive outlook; an attitude he always brings to his work while helping clients. He also brings that same spirit into his hobbies and interests, which include board games, puzzles, writing, and more! When he is not pursuing his hobbies, James is hard at work on his CSC and he is currently reading the Dragonlance novel series by Laura and Tracy Hickman. On the weekends you might find James in his hometown of Red Deer spending quality time with his family and his dog Molly.
Property flipping connoisseur, coming soon to HGTV.
One of the many amazing qualities that Sherri brings to the team is her 15 years of experience in Insurance and Wealth Management, which pairs well with her calm and positive outlook. Over the years, Sherri has worked for a bank-owned investment firm, completed her Canadian Securities Course, and is pursuing a Conduct and Practice Handbook course. All these outstanding achievements show Sherri’s dedication to a career where she can establish and manage strong relationships with clients. Apart from her professional successes, Sherri has a passion for flipping properties and managing interior design and landscape projects. She always says, “This is my last one,” but why stop at 17?! At home, Sherri has two dogs named Bailey and Pumpkin, so you could say she’s an avid animal lover as well.
Natures Exec and Globetrotter.
Camper, captain, or cook? Most of us would only choose one of these lifestyles, but then we met Moataz… or better known as Mo. Having a range of passions, from basketball to cooking and always presenting a smile, tells you a lot about who Mo is and what he looks forward to from day to day. Mo was born in Qatar and raised in Egypt with his twin sister and three older siblings, and in 2016, he finally arrived in Canada to start a new journey. He established his leadership in high school and ACAC basketball, leading both teams to championships. Mo enjoyed being a team player while helping others achieve their goals by believing in their abilities. Now Mo is a business administration graduate working to receive his Canadian Investment Funds certificate. Still, at the end of the day, he always makes sure to walk his 8-year-old pup, Reggie.
True Crime Enthusiast @ Bon Appetite, Inc.
We are glad to introduce you to one of the top binge-watchers that the Netflix true crime genre has seen to date. It’s an impressive feat of many, alongside receiving a BBA and majoring in Supply Chain and Logistics from MRU. Kaltrina had set herself on a different path from her studies, working in the oil and gas property tax services, and is now a part of our amazing client service team! Aside from a stellar work life, Kaltrina obsesses over cooking and spending time with her fiancé, parents, and two brothers, but everyone ends up being a taste tester for her recipes. When Kaltrina’s not working or practicing her cooking, you may find her skiing the slopes or soaking up the sun… that is when the sun decides to show itself!
Life-long learner with two kids off the payroll.
A steady and reliable professional, Simon seems far too spry to have accumulated more than three decades of experience in the investment industry. He spent the first 20 as an investment advisor and then decided to pursue an interest in portfolio management. He’s a humble student of the market and is committed to evolving alongside it. He’s loved soccer since childhood and isn’t letting the aging process slow down his passion, although he’s quickly earning an appreciation for golf. Chipping or pitching tips are welcome. Alongside his wife, he’s raised two sons both of which are well into exciting careers of their own — one as a video-game designer the other as a civil-engineer.
Part-time Panamanian, full-time businessman.
Meet the most interesting man in the world. Brent has been everywhere, sold everything, and has mastered the art of rollercoasters. His out-of-the-box business mindset has taken him to all points of the globe, including Japan, China, and South and Central America, to name a few. Throughout his career, Brent has spent his time helping companies grow and expand their businesses in the areas of financial planning, wealth management, aviation, construction services, and real estate development. If that doesn’t impress you, Brent has crossed many adventures off his bucket list that one could only dream of, including hiking the Great Wall of China and Skiing the Austrian Alps. When Brent isn’t tanning at his beach house in Panama, you can find him golfing, biking, playing tennis, or traveling the world.
Homebody with an obsession for documentaries.
Is there such thing as a homebody who loves to travel? Although the home is where the heart is for Julia, that doesn’t mean she gives up the opportunity to explore the world. Julia has visited 24 countries with the hopes of adding many more to her list. Although she enjoys expanding her horizons, she is just as content being at home with her husband and two tiny dogs, one of whom was a foster fail. While achieving her BBA in Marketing, Julia and two friends set out on the road and traveled to several trade shows across Western Canada selling their products. This was the beginning of Julia’s entrepreneurial journey where she experimented with a variety of small businesses. When she’s not binging on docuseries or going all out on holiday dinners, you can find Julia puzzling, sewing, or decorating her home.
Semi-pro outdoorsman & sports competitor.
As a recent marketing graduate, Cole is an excellent addition to the team. As he looks to develop his work and marketing experience, he also looks forward to learning more about the world of finance here at Kinsted. He possesses a creative spirit and innovative drive to improve processes while looking to lend a hand to others and make their day a little easier. Cole has competed in multiple track and field events, representing both Alberta and Western Canada in national and international competitions. Apart from running in circles, you may find this guy doing other outdoor activities like fly fishing, cycling, skiing, and somehow much more. But beyond his interests, Cole has an outgoing and focused personality and will almost never say no to an outing.
Chief Investment Officer
Easy going smarty pants with a love for dogs.
Brent is a globetrotter with three dogs and the kind of experience one longs for. He's seen it all, done it all, and rinsed and repeated. For close to three decades, Brent has been cracking smiles and making waves in the investment industry. His easygoing and collaborative style has earned him points with everyone, as well as his dedication to finance and the ability to manage significant funds wisely and tactfully. When he's not managing global teams or working with big names, he's crushing war novels and spending time with his lovely wife.
Chief Operating Officer//Wealth Counsellor
Anything by Malcolm Gladwell, can lift heavy objects.
It’s not surprising that the founding members of Kinsted jumped at the chance to hire Adam. He graduated in the top ten percent of his class, received the Queens Venturer Award, and is remarkably kind-hearted and easy to talk to, or as his daughter describes him “selfless and nice”. Adam likes to spend his time travelling with his wife and their three children, powerlifting, and reading anything by Malcolm Gladwell or Michael Lewis. He also manages to squeeze in volunteer work for Scouts Canada, The Heart and Stroke Foundation, and the Calgary Food Bank.
Top Tier athlete who leads finance.
Having more basketball achievements than we can count on our hands is an impressive statement, but that’s Jas for you. Making his way through university and completing a CPA designation allowed Jas to understand the value of perseverance and succeed in his accounting career. All accomplishments aside, Jas is a friendly and motivated team player who enjoys sports, travelling, being with his friends and family, and walking his little French Bulldog. With an already busy schedule, Jas still finds the time to volunteer at the Mustard Seed of Calgary, be on the board of the University of Calgary Dino’s Men’s Basketball Sixth Man Club, and continue his involvement in sports by mentoring young athletes. Jas enjoys reading inspiring novels, with one of his all-time favorites being The Alchemist by Paulo Coelho.
Fashionista with an optimistic disposition.
Hailing from the Republic of Uzbekistan, Svetlana joins us after seven years of expanding her Canadian tax knowledge at a tax preparation company. It wasn't always numbers that captivated Svetlana. Her mom taught her sewing and knitting skills growing up, so it's no wonder she almost got a degree in Clothing Design before eventually deciding to earn a Bachelor of Business Management degree with a major in Finance. Before settling in Calgary, Svetlana and her husband travelled the world while living in some exciting places in the Middle East. Some of Svetlana's hobbies include scrapbooking, cake decorating, crocheting, and managing her son's hockey team. If Svetlana finds a quiet moment to herself, you may find her indulging in a good fantasy book with a hot cup of tea.
Manager, Advisory Services
Green thumb who loves the outdoors.
As soon as we met Sara, we knew she was the perfect fit for our team. Don’t let her tenacious attitude and purpose-driven style confuse you, Sara is a queen of the ski-hill, a crafter in the kitchen, and master of the backcountry. Her adventurous spirit has taken her around the world to over 20 different countries. You could not pay Sara to stay inside on a beautiful day. One of her favourite things to do is spending time outside with her husband and tending to her garden. On the off chance that she’s inside, you can find her reading The Grace Year by Kim Liggett. Apart from her many personal accomplishments, Sara has completed her training in process improvement and continues to bring efficiencies and improvements to the team.
Manager, People & Talent
Master ravioli chef, true crime fanatic.
It is no wonder why Sarah is our Manager of People and Talent. With her committed and friendly demeanor, Sarah is a friend to everyone. A generous giver, when Sarah's not a star in the office, she donates her time to help run a non-profit organization, re:give. Although Sarah enjoys using her spare time to learn and give back, she also enjoys going to the gym, travelling with her husband, cooking her famous ravioli, and keeping the house clean. On the slight chance that this dynamo has some downtime, Sarah loves to binge-watch true-crime shows and admittedly, every season of the Real Housewives franchise.
Pristine Physique, & Dog Dad.
Austin has a vibrant, caring soul filled with confidence and enthusiasm. Naturally, he finds a great purpose in inspiring, motivating, and helping others achieve their life goals. Austin played competitive tennis growing up, and notably, he won the Men’s Singles Tennis Championship at age 17 at the Glencoe Club. However, it wasn’t until a life-changing road trip to Venice, California, that he found and fell in love with Bodybuilding. He was inspired by visiting the original Gold’s Gym made famous by Arnold Schwarzenegger. Over the years, he’s mastered the art of self-discipline and structured goal-setting, which has overflowed into his career in finance. Austin earned his CFA Charter in 2023, and owes much of his success to his foundation as an athlete. Outside of work, when Austin is not in the gym or eating, he manages to live a fulfilling work-life balance with his family, friends, and girlfriend (whom he claims is his greatest accomplishment to date!). They have their hands full with two adorable pups, Bailey and Rylee.
Scuba Sensei, Puck Dangler.
If we had to define someone as adaptable and diligent, it’s common to know that Cole is a top contender. Being high school valedictorian and focusing his efforts on problem-solving, Cole’s career path in IT Systems is a great addition to our team. He’s a natural team player in both Hockey and the office, which makes everyone’s day that much easier, but what may catch you off guard is his desire for adventure and new experiences. With an advanced scuba diving certificate, Cole would make a reliable partner, but if you want to mountain bike with him, just know that you’ll be tasting dust for a few days. On occasion, Cole will find some quiet time, whether that’s spending time with his three dogs or getting lost in the Dune or Witcher book series.