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Messing Ross Advisory Group

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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0462
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Wealth Management Solutions Designed to Meet your Unique Needs

 

Colin Ross and Sean Messing have over five decades of collective experience in the financial services industry. The Messing Ross Advisory Group is committed to ensuring that their clients receive the highest standard of wealth management services.


Our unwavering dedication lies in assisting you in accomplishing your financial aspirations through innovative solutions meticulously crafted to align with your unique needs and individual objectives. Beyond conventional investment counsel, we tap into the vast expertise of our partners within the CIBC group of companies, providing you with an extensive array of products and services.

Our wealth management offerings encompass:

 

  • Thoughtful Retirement and Estate Planning
  • Expert Investment Management
  • Strategic Tax Efficiency
  • Philanthropic Endeavors
  • Methodical Business Succession Planning
  • Tailored Banking and Credit Solutions
  • IPP/RCA Strategies
  • Holistic Family Needs Analysis

 

As a component of CIBC Family Office, we specialize in navigating the intricacies of multi-generational wealth management. Collaborating closely with specialists from across CIBC and your external advisory team, we curate a bespoke plan tailored to your family's unique dynamics and forward-looking objectives.

 

If you are interested in learning more about our services, or if you would like a second opinion on your portfolio, contact us at stacie.weir@cibc.ca or 403-260-0462.

 

*Given the complexities involved, specialized tax and pension advice must be sought to ensure an Individual Pension Plan (IPP) is appropriate to individual situations. An IPP strategy must be considered within the context of a comprehensive financial and estate plan.

 
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CIBC FAMILY OFFICE

As part of CIBC Family Office, we can help you and your family manage the complexities of multi-generational wealth. Working in close collaboration with experts from across CIBC and your external advisors, we develop a plan that is tailored to your family and reflects your current and future vision.

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Our team

Sean Messing

Sean Messing, B.Sc., CIM

Senior Wealth Advisor
Senior Portfolio Manager
LinkedIn
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Colin Ross, CIM

Senior Wealth Advisor
Senior Portfolio Manager
LinkedIn
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Aki Sarkar, B.Sc., MBA

Investment Advisor
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Stacie Weir

Stacie Weir

Client Associate
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Cathleen OuYang

Cathleen OuYang

Client Associate
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Bak Yusuf

Bak Yusuf

Client Associate
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Nikki Chau

Nikki Chau

Client Associate
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Products and Services

Learn more about our team, who we are and what we do.

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Community

Did you know that our team is involved in both CIBC's Miracle Day and Run for the Cure? Learn more about our community involvement here.

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Contact us

Address

Messing Ross Advisory Group Address
500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
Telephone number: (403) 260-0462
Toll-free: 1 (800) 332-1407
Fax: (403) 263-5234
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.