Personal Advice. Lasting Relationships.
Our independent investment advisory practice in Southwest Calgary serves individuals and families looking for more personalized guidance. We often work with several generations of the same family, helping connect their priorities and prepare for financial transitions throughout life. We are happy to meet where you feel comfortable, including at home by appointment.
Senior Wealth Advisor | iA Private Wealth Inc.
Penny Walker is the Senior Wealth Advisor of the practice. Her approach centres on helping clients save, invest and commit to a plan that reflects their values and investment objectives. Through personal guidance and ongoing wealth management, she helps individuals and families consider the needs of both this generation and the next.
Licensed Assistant
Lesley Cesh supports Penny’s practice as a Licensed Assistant. Clients can contact her for assistance or to connect with the team. Together, Penny and Lesley provide a personal point of contact for individuals and families seeking more personalized service.
Our Values
Save consistently, invest thoughtfully and stay focused on a plan that reflects your goals.
Give your investments time and keep a long-term perspective as your circumstances evolve.
Build a relationship with a team that listens and considers what matters to you and your family.
