Brent Buchanan
With over 40 years of wealth management experience, Brent provides advice and financial solutions to clients.
After earning a Bachelor of Commerce degree at the University of Alberta, Brent spent 6 years working a major Canadian accountant firm where he earned the CPA (C.A.) designation. After joining Wood Gundy in 1985, Brent earned the CERTIFIED FINANCIAL PLANNER® and Chartered Investment Manager (CIM ®) designations.
Brent is a licensed Life Insurance Agent and is qualified to provide estate planning advice. His investment philosophy centers on the fundamental principles of diversification, asset allocation and purchasing quality investment products. Tax considerations and estate planning are essential elements of the financial plans that Brent creates. He combines a deep understanding of investment markets with a personal knowledge of each client’s unique circumstances to produce personalized advice to his clients.
Brent is very active in the Edmonton community and currently holds a position on the YMCA of Northern Alberta Foundation board. Brent has been married to Sheila for 48 years and they have four children and eight grandchildren.
Alex Mears
Alex is a Partner and Senior Wealth Advisor in the Buchanan-Mears advisory group, and holds the CERTIFIED FINANCIAL PLANNER®, Personal financial Planner®, and Chartered Investment Manager® Designations.
My purpose is to deliver an exceptional experience in your wealth advisory journey. I believe the key to that journey is trust, integrity and a risk management approach that emphasizes both preservation and growth. My Formal Education includes a Bachelors of commerce earned in Toronto before working for some of the largest financial institutions in the world. After moving west to Alberta for a better life and working for nearly a decade with high net worth individuals in financial planning, I moved to CIBC Wood Gundy in order to provide a more comprehensive and unique client experience.
My fundamental investment philosophy centers on age old principles such as Diversification and Asset allocation, while incorporating an ever evolving process to the specifics within that model. The process starts with a top-down (macroeconomic) framework, before utilizing a bottom-up (security selection) process to determine the best objectives for your specific goals. Trust, Transparency, Integrity and continual learning are the hallmarks of my practice.
In his leisure time, Alex enjoys spending time with his Wife Terri, their Dog and two cats.
Amanda Loveless
Amanda has 25 years of experience working at CIBC Wood Gundy. Amanda graduated with a Bachelor of Commerce in Finance from the University of Saskatchewan and holds the Chartered Investment Management (CIM ®) designation. Amanda has worked alongside Brent for 21 years. She brings a versatile set of skills to support the team including wealth management development, portfolio reviews and tax planning strategies; earning trust among clients for her commitment to their financial and lifestyle goals.
Amanda’s main responsibilities include supporting Brent and Alex by developing investment plans, focusing on personalized advice, market analysis, and delivering integrated wealth solutions for high-net-worth clients. She will be the key liaison for tailored financial planning and will be the first point of contact as she has a wide range of knowledge and experience that she applies to develop a high level of service to clients.
Amanda has been married to Cameron for 20 years and they have two children.
Dobromir Kuchikov
Doby Kichukov is the Client Associate for Buchanan/Mears Wealth Advisory. Doby has a Bachelor of Commerce degree with a Major in Finance from the University of Alberta, and has completed his Wealth Management Essentials course. He helps with client outreach, carries out administrative tasks, and is responsible for the good standing of client accounts. Doby is currently working toward his Chartered Financial Analyst (CFA®) designation.
Doby enjoys various outdoor activities, and likes learning, playing guitar and traveling in his spare time.
Adam Sullivan
Adam Sullivan is an administrative assistant for the Alex Mears Investment Team. He has a Bachelors of Commerce degree from the University of Alberta with a Major in Finance and a Minor in Marketing. He has completed industry courses such as the Canadian Securities Course and the Conduct Practices Handbook. Adam is currently working towards the CIM® and CFA® designations.
Adam enjoys physical exercise, especially when playing sports like Hockey, Soccer & Golf in his free time.