A steady hand and studied voice to guide you through wealth and investing.
Successful saving can create unexpected challenges. That’s where our financial advisors come in.
What we do.
Life’s financial journey doesn’t always follow a straight path.
Our Edmonton-based team partners with discerning families, foundations and associations on this winding path. We provide expert navigation through the complexities of wealth accumulation and investment advisory services for clients both inside and outside of Alberta.
As your fiduciary financial advisors, we offer a strategic approach to wealth management that aligns with your vision.
What makes us different.
Our expertise as financial planners ensure we focus on the destination when building your financial plan—keeping your goals, values, and priorities at the forefront.
Successful savers have worked hard for their wealth. Our investment philosophy balances wealth expansion with risk control, utilizing massively diversified portfolios.
Risk-Aware Investing
We’re not just advisors; we’re your partners in financial planning. We invest time to comprehend your long-term objectives, ensuring your investments resonate with your future ambitions.
Attentive Client Service
Leveraging academic insights, we pinpoint risks and growth opportunities, adopting evidence-based investment strategies that address our clients’ unique needs.
Informed Decision-Making
We specialize in investment returns that you can actually spend. From RRSPs and TFSAs to pension contributions, we integrate tax-intelligent investing to maximize your after-tax objectives and retirement income.
Tax-Focused Planning
Let’s talk.
We’re in the business of building relationships worth investing in.
Don’t worry about getting an automated reply from a bot; a member of our team is waiting to read every word and get back to you as soon as possible.
Meet the team.
Our Alberta-based advisors understand the significance our Canadian clients entrust to us. Get to know the people behind the portfolios.
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Director of Research, Portfolio Manager
With over 20 years of business and advisory experience, Cary expertly combines financial planning and investment management to help clients make informed decisions about their wealth and families. After graduating with a Bachelor of Commerce in Japanese Studies from the University of Alberta, Cary earned his designations as a Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®).
Outside of work, Cary is committed to building stronger communities and volunteers on the finance committee for Edmonton’s Zebra Child & Youth Advocacy Centre. He also secretly loves chauffeuring his two kids to sports and music activities (but don’t tell them).
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President, Portfolio Manager
Earning a Bachelor of Commerce in Finance from the University of Alberta and designations as both a Professional Financial Planner and Chartered Financial Analyst (CFA®), Marshall has spent over 20 years providing wealth management services to high-net-worth clients. He’s a dad of three awesome kids, and loves spending his free time with friends and family on Lake Wabamun.
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Associate
Understanding where our clients are on their financial journey and how best to support them through every age and stage of life is an invaluable part of the expertise Rhonda brings to the team. Rhonda manages the day-to-day administration of our practice and takes pride in fostering a client-first culture. After spending many years rushing kids to dance and hockey, Rhonda is rediscovering her own love of dance.
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Director of Operations
A graduate of the University of Winnipeg, Robert has been integral in the successful back-office operations of multiple investment firms over his 32 years of experience, working with clients across a variety of operational focus areas within the investment industry, including retail, institutional, pooled fund management, and outsourced investment management (OCIO). Prior to moving to Edmonton, Rob worked for over 10 years supporting the back-office functions of the Edmonton-based team. In his free time, Rob is an avid golfer and committed to his goal of becoming a scratch golfer.
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Analyst - Operations & Design
With a Bachelor of Arts in Economics from the University of Alberta and Bachelor of Commerce in Accounting from MacEwan University, Joshua brings a unique cross-section of insights to the team. When he isn’t preparing comprehensive reports and research for our clients, Joshua is digging into financial data to provide evidence-based insights and recommendations. In addition, Joshua is our resident expert on new movies, tech, video games and all things pop culture.
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Analyst - Investment Management
With previous experience at two of Canada’s largest banks and a Business Administration degree from NAIT, Richard brings a keen eye for detail and a dedicated approach to ensuring clients achieve their financial objectives. In this dynamic world of investing, he is committed to ensuring client portfolios stay aligned with their goals through detailed review and trading, and always striving to enhance his skills through rigorous analysis and research. Beyond his work, Richard is an avid adventurer and fitness enthusiast, which includes rock climbing, hiking, and frequent visits to the gym.
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Director of Investments
After graduating with a Master of Science in Computer Science from the University of Regina, Jia earned several professional designations, including Chartered Financial Analyst (CFA®), Chartered Business Valuator (CBV®) and Financial Risk Manager (FRM®). With over a decade of financial industry experience managing strategies and teams across multiple asset classes, Jia brings a valuable combination of investment insight and technological expertise. Prior to joining North Road, Jia worked with the Edmonton team for over a decade at Pavilion Advisory Group. Outside of work, Jia enjoys spending time with his two lovely kids, teaching them math, coding, badminton and table tennis.
Our partners.
