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 over 35 years of managing clients' assets. In 1995, Kerry earned his designation as a discretionary Portfolio Manager. He is a Senior Portfolio Manager, and in addition to having completed the Certified Investment Management (CIM®) program, he is an esteemed Fellow of the Canadian Securities Industry.
Kerry takes great pride in managing the 10 Heritage Portfolios with Ayden's support, each of which now has over a 10 year track record. In addition, he leads the Harty Advisory Team with a focus on client service and business development.
Outside of the office, you can find Kerry enjoying his home in Las Vegas with his family and, in particular, his wife of 40 years, Sue. He also loves to golf and spoil his two grandchildren.
Ayden Harty, B.Comm.
Investment Advisor
Ayden graduated from MacEwan University with a Bachelor of Commerce degree in 2014. He works closely with our clients in all facets of our business, including with respect to financial planning, estate planning, and portfolio reviews, and supports Kerry in the management of the Heritage Portfolios. Ayden is a passionate researcher and leads our team in portfolio research.
When not working or studying, Ayden enjoys family time with his wife Brittany and their children, Colette and Peter. He is also a huge sports fan (go Oilers!), an avid (not good!) golfer, and a casual curler.
Brittany Harty, BA, JD
Sales Assistant
Ayden’s wife Brittany has recently joined our team after 10 years of practicing law at a prominent Edmonton law firm. She attended the University of Alberta to obtain her degrees in Arts (double major in English and Psychology, 2012) and Law (2015).
She will be focusing on estate planning for our team, and in the interim, is enjoying learning every aspect of our family business and getting to know our incredible clients better.
Outside of work and spending time with Ayden, Colette and Peter, she is an amateur thrifter who loves to read, eat, shop for eyeglasses and spend time with family.
Iva Coscarella
Administrative Assistant
Iva has worked in the industry for 37 years, which has given her a deep understanding of client needs and how to best service those needs. She has been with the Harty Advisory Team for 18 years, and is the organizational and administrative back bone of our team. She accommodates all client requests ranging from individual account queries to regular monthly fund transfer needs. She is responsible for administrative duties and client care, and provides a superior level of service to our valued clients.
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, CFP®, PFP, B.Sc.
Financial Associate
Amanda helps guide our clients towards their financial goals. With over 14 years of experience in the financial services industry and her recent achievement of the CFP® designation, Amanda brings a dedicated approach to crafting personalized financial and retirement plans. She's passionate about working with our clients to create a clear path to their financial future.
Amanda was born in Guyana, South America and moved to Canada in 2010. Outside of work, Amanda enjoys volunteering in the community and exploring new recipes in the kitchen.
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 over 35 years of managing clients' assets. In 1995, Kerry earned his designation as a discretionary Portfolio Manager. He is a Senior Portfolio Manager, and in addition to having completed the Certified Investment Management (CIM®) program, he is an esteemed Fellow of the Canadian Securities Industry.
Kerry takes great pride in managing the 10 Heritage Portfolios with Ayden's support, each of which now has over a 10 year track record. In addition, he leads the Harty Advisory Team with a focus on client service and business development.
Outside of the office, you can find Kerry enjoying his home in Las Vegas with his family and, in particular, his wife of 40 years, Sue. He also loves to golf and spoil his two grandchildren.
Ayden Harty, B.Comm.
Ayden graduated from MacEwan University with a Bachelor of Commerce degree in 2014. He works closely with our clients in all facets of our business, including with respect to financial planning, estate planning, and portfolio reviews, and supports Kerry in the management of the Heritage Portfolios. Ayden is a passionate researcher and leads our team in portfolio research.
When not working or studying, Ayden enjoys family time with his wife Brittany and their children, Colette and Peter. He is also a huge sports fan (go Oilers!), an avid (not good!) golfer, and a casual curler.
Brittany Harty, BA, JD
Ayden’s wife Brittany has recently joined our team after 10 years of practicing law at a prominent Edmonton law firm. She attended the University of Alberta to obtain her degrees in Arts (double major in English and Psychology, 2012) and Law (2015).
She will be focusing on estate planning for our team, and in the interim, is enjoying learning every aspect of our family business and getting to know our incredible clients better.
Outside of work and spending time with Ayden, Colette and Peter, she is an amateur thrifter who loves to read, eat, shop for eyeglasses and spend time with family.