GEOFF COE - Key Persons
Job Titles:
- Investment Advisor & Financial Planner
Alka has over 20 years of experience that gives her a distinct advantage in developing solid client relationships and providing world class financial solutions for the complex needs of her high net worth clients.
Alka's beliefs as a wealth advisor surround assisting her clients and their families to feel confident in their finances through proactive financial planning and financial education. From this core foundation, Alka and her team will work alongside you to plan for a successful financial future.
Alka specializes in business and family financial planning and wealth management, and works with clients to explore family continuity, financial security and legacy goals. Using a structured process, Alka will tailor a comprehensive strategic roadmap to align with your personal and business objectives.
Alka grew up in Mumbai, India, and has a Bachelor of Commerce, a Master's degree in Banking and Finance, and has earned the designations of Certified Financial Planner (CFP, India) and Personal Financial Planner (PFP, Canada).
Job Titles:
- Senior Wealth Advisor & Financial Planner
Job Titles:
- Investment Advisor - Financial Planner
Job Titles:
- Branch Operations Manager
Job Titles:
- Portfolio Manager & Investment Advisor, Financial Planner
Job Titles:
- Administrative Assistant
- Associate With RBC Dominion Securities
Karen is an Associate with RBC Dominion Securities. Karen has full control of her day to spend working on ways to help her clients save time with their financial concerns. Karen calls Cochrane home and began her career of 15 years with RBC as an Account Manager, which then led her to the current role at the Crowfoot office in Calgary. When Karen is away from the office, she is a dedicated fan of her sons hockey team even during a 5am practice.
Job Titles:
- Investment Advisor & Financial Planner
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Job Titles:
- Associate Advisor & Financial Planner
Job Titles:
- Wealth Advisor & Financial Planner