Kerry Harty, B.Comm., CIM, FCSI
Senior Portfolio Manager
Kerry graduated with a degree in Commerce from the Haskayne Business School, University of Calgary in 1989. He began his career in the investment management industry in 1990 and is now celebrating 30+ years managing clients assets. In 1995, Kerry earned his designation as a discretionary Portfolio Manager. He is a Fellow of the Canadian Securities Industry, completed the Certified Investment Management program and is now licensed as a Senior Portfolio Manager.
Kerry’s primary responsibilities include portfolio management, client service, business development, and overall management of the Team.
Ayden Harty, B.Comm.
Investment Advisor
Ayden graduated from MacEwan University with a Bachelor of Commerce degree in 2014. He is currently working to complete his licensing as a Portfolio Manager. Ayden works closely with our clients in all facets of our business including financial planning, estate planning, and portfolio reviews. Ayden also supports Kerry in the management of the Heritage Portfolios.
When not working or studying, Ayden enjoys time with his wife Brittany and their daughter Colette. Ayden also sits on the Board for the Youth Empowerment and Support Services (YESS) in Edmonton and is an avid (not good!) golfer.
Iva Coscarella
Administrative Assistant
Iva has been with the team for 14 years and has 33 years of industry experience. This experience has given her a deep understanding of client needs and how to best service those needs. Iva is the organizational and administrative back bone of the team. She accommodates all client requests ranging from individual account queries to regular monthly fund transfer needs. Iva works in conjunction with the rest of the Team to help provide a superior level of service to clients. She is responsible for administrative duties and client care.
Iva was born and raised in Edmonton where she currently lives with her Husband. When she is out of the office Iva enjoys spending time with her family, going to movies and loves to travel!
Amanda Ragobeer, B.Sc.
Administrative Assistant
Amanda has over 10 years of experience in providing superior level of courteous, knowledgeable, friendly and professional service to existing and prospective clients in the financial services industry. Amanda has a Bachelor of Science Degree in Business Administration, and has completed the Canadian Securities Course (CSC) and Conducts and Practices Handbook (CPH). She will be playing a key role in every aspect of providing excellent administrative services. Amanda was born in Guyana, South America and moved to Canada in 2010.
Kerry Harty, B.Comm., CIM, FCSI
Kerry graduated with a degree in Commerce from the Haskayne Business School, University of Calgary in 1989. He began his career in the investment management industry in 1990 and is now celebrating 30+ years managing clients assets. In 1995, Kerry earned his designation as a discretionary Portfolio Manager. He is a Fellow of the Canadian Securities Industry, completed the Certified Investment Management program and is now licensed as a Senior Portfolio Manager.
Kerry’s primary responsibilities include portfolio management, client service, business development, and overall management of the Team.
Ayden Harty, B.Comm.
Ayden graduated from MacEwan University with a Bachelor of Commerce degree in 2014. He is currently working to complete his licensing as a Portfolio Manager. Ayden works closely with our clients in all facets of our business including financial planning, estate planning, and portfolio reviews. Ayden also supports Kerry in the management of the Heritage Portfolios.
When not working or studying, Ayden enjoys time with his wife Brittany and their daughter Colette. Ayden also sits on the Board for the Youth Empowerment and Support Services (YESS) in Edmonton and is an avid (not good!) golfer.
Iva Coscarella
Iva has been with the team for 14 years and has 33 years of industry experience. This experience has given her a deep understanding of client needs and how to best service those needs. Iva is the organizational and administrative back bone of the team. She accommodates all client requests ranging from individual account queries to regular monthly fund transfer needs. Iva works in conjunction with the rest of the Team to help provide a superior level of service to clients. She is responsible for administrative duties and client care.
Iva was born and raised in Edmonton where she currently lives with her Husband. When she is out of the office Iva enjoys spending time with her family, going to movies and loves to travel!
Amanda Ragobeer, B.Sc.
Amanda has over 10 years of experience in providing superior level of courteous, knowledgeable, friendly and professional service to existing and prospective clients in the financial services industry. Amanda has a Bachelor of Science Degree in Business Administration, and has completed the Canadian Securities Course (CSC) and Conducts and Practices Handbook (CPH). She will be playing a key role in every aspect of providing excellent administrative services. Amanda was born in Guyana, South America and moved to Canada in 2010.