Dave was exposed to investing at a young age, as his Dad worked in the financial industry. After earning a degree in commerce from the University of Alberta, Dave saw a unique opportunity to make a difference for people in the most financially vulnerable time of their lives: retirement.

Dave co-hosts More Than Money, a weekly radio program that covers a variety of financial and lifestyle topics. He is also a business and market expert for CHQR Calgary and CTV, where he appears regularly to share his insights on retirement as well as financial and economic issues.

When he’s not working or shuttling his two teenage daughters to their activities, Dave loves to golf and travel with his wife Maddy.

Dave is a dedicated supporter of the Calgary Children’s Foundation, an organization that works to give local kids in need opportunities they may not otherwise have access to.

Faisal, born and raised in Calgary, gained his first experience in wealth management during an internship as a teenager. After studying economics in Ottawa, he dedicated his career to helping people improve their financial security as they prepare for retirement.

Faisal co-hosts the More Than Money weekly radio show where he discusses everything from financial to lifestyle topics. He also shares his financial expertise as a business and market expert for CHQR Calgary and CTV  to further empower Calgarians to make smart retirement choices.

When he’s not in the office, Faisal enjoys playing ball hockey and golf. He is also a supporter of Junior Achievement, dedicating his time and expertise to promote entrepreneurship and financial literacy among young people.

Rob has a degree in accounting and more than 10 years of experience in the investment industry. He loves numbers, but he believes an investment strategy is about more than just those numbers. Rob loves looking at the bigger picture of a family’s situation, understanding their goals, and figuring out how to make the retirement lifestyle they’re dreaming of a reality.

Outside of the office, Rob loves wearing his ‘Dad hat’ and spending time outside hiking, skiing, and camping with his wife and two young children.

Leanna moved to Calgary from Saskatoon more than 10 years ago to join PKAG, and has been an integral part of the team ever since.

She uses her degrees in both marketing and law to bring a specialized perspective and skill set to the team. Her experience drafting wills, powers of attorney, and personal care directives makes her uniquely qualified to guide clients through an estate planning process.

Leanna loves educating clients about how to implement the right investment strategies to reach their goals, and seeing the positive impact that education has on their lives.

With a background in economics, Vincent is a CFA® Charterholder and maintains membership with the CFA Institute and Calgary CFA Society. Vincent assists the PKAG advisors with researching and analyzing securities, as well as with trading across portfolios. His knowledge and experience with trading and client service make him uniquely qualified to offer superior service and insight to our clients.

When he’s not in the office, Vincent and his wife can be found on a lake in the summer or skiing in the winter.

Robert joined CIBC from Ontario as an Associate Investment Advisor, bringing strong expertise in financial planning and client advisory services. He is both a Chartered Professional Accountant (CPA) and CERTIFIED FINANCIAL PLANNER® professional, with a background in tax compliance and planning from his time at a national accounting firm. Robert enjoys helping clients with investment, retirement, tax, and estate strategies tailored to their goals.

Outside the office, Robert loves hiking, cycling, and rafting on the Bow River, and often experiments with new recipes.

With a degree in finance and more than 5 years of experience in the financial industry, Brett is well equipped to help clients with whatever they need, including scheduling meetings, servicing accounts, and handling trading requests. He has his CIM® designation and is working on his CFP® designation to further support our clients as they work to achieve their financial goals.

When he’s not working, Brett loves traveling with his wife and keeping active by playing basketball, volleyball, and golf.

With nearly a decade of experience at CIBC and a strong foundation in financial services, Evan helps clients navigate every stage of their financial journey, from managing accounts to making confident investment decisions. With his Personal Financial Planner (PFP®) designation, he is committed to building strategies that help clients turn goals into lasting results. He's currently pursuing his CERTIFIED FINANCIAL PLANNER® designation to give clients a more comprehensive experience.

Outside the office, Evan enjoys spending time outdoors with his fiancée Andrea, playing golf, and cheering on his favourite team, the Buffalo Bills.

As a Client Associate with the Popowich Karmali Advisory Group, Marisa works diligently to handle everything from account openings and updates to trades, transfers, withdrawals, and contributions. With 15 years of experience with CIBC, she has vast knowledge of the industry and an incredible ability to help clients identify and achieve their goals.

Marisa is a big fan of the Calgary Flames. When she's not at work, you can probably find her cheering them on at the Dome.

Wale (“Wall-eh”) has a degree in finance and 5 years of experience in the financial industry, which has prepared him to support PKAG with all things account administration. He is always ready to help with any inquiries or requests you may have when it comes to documentation or transactions.

Wale is a big sports fan and enjoys watching football, basketball, soccer, and tennis. He is originally from Nigeria, which might explain the absence of any winter sports on that list!

Brayden Laurie holds the Chartered Investment Manager (CIM®) designation, and is currently working towards the CFP® designation. He graduated from the University of Calgary in 2022 with Bachelor of Arts in Economics. He has worked as an associate and a senior associate at two other banking companies before joining CIBC Wood Gundy. As part of the PKAG team, he meets with clients, processes securities transactions, fund transfers, contributions, withdrawals, etc., and answers client inquiries via phone or email.

Brayden likes to golf, fish, camp in the summer, travel, and spend quality time with friends and family.

Born and raised in Calgary, Dylan brings a strong foundation in business and finance to his role as a Client Associate with a Business Administration degree from Mount Royal University and several years of experience in the finance industry. He acts as the primary point of contact for client onboarding, specializing in guiding clients through a seamless and efficient onboarding process, as well as assisting with other administrative needs. Outside of work, Dylan enjoys golfing, traveling, and spending time in the mountains whenever he can.

Bowie has a bachelor’s degree in business administration and marketing, and experience in administrative support and project management. Among other things, she helps client account administration and administrative support for PKAG events. Bowie loves traveling and spending time with fluffy animals.

Courtney heads client service for PKAG and is your first point of contact with the team. With over 20 years of customer service experience, she understands how important it is to maintain consistency and quality in all client interactions. She works closely with the rest of the team to provide superior client support and handles everything from meeting schedules and account maintenance to processing trades, fund transfers, contributions, and withdrawals.

In her spare time, Courtney enjoys spending time with her husband and their dog Tigger.