Our Team

Insight Wealth Management focuses on providing a tailored approach to anyone looking for financial solutions for their own unique circumstances. With over 50 years of combined experience in the financial industry, the founding partners understand the financial landscape of Calgary and want to help their clients feel in control of their financial goals.

Insight is key to creating, reviewing and adjusting a financial plan. An advisor who knows you and your goals is paramount to ensure your plan works for you today and all the tomorrows to come.

• Comprehensive holistic approach to understand, plan, manage and protect your assets.
• Evaluate and address your insurance needs.
• Your financial plan is fluid, we ensure we maintain open and clear communication to ensure your plan reflects your short and long-term goals.

Our Wealth Advisors specialize in wealth management, estate planning, financial planning, retirement planning, and working with business owners to ensure their financial plans have accounted for the intricacies of succession planning and asset protection.

Financial freedom is what our Clients strive for. Understanding what your financial goals are, creating a financial plan to reach them and properly mitigating risk and circumstance that can prevent that from occurring is what our team at Insight Wealth Management specializes in. Meet our Team, we look forward to working with you.

A Calgarian for most of his life, Ryan has worked in the Financial Services Industry for 10 years. He started his career in the Oil & Gas and Safety Industry. Ryan holds a B.A. in Sociology from the University of Calgary and a Certified Financial Planner (CFP) designation.

Ryan co-founded Insight Wealth Management with the goal of providing clients unbiased and comprehensive financial advice. Ryan helps his clients build a solid and effective financial plan based on their dreams on resources.

Esther believes in the three Ps – Prepared, Pro-Active and Professional

An Albertan all her life, “Esther the Investor” has been in the financial services business for 40 years.  She started her career in the fitness research industry after obtaining a Bachelor of Physical Education at the University of Alberta. She holds a CPCA – Certified Professional Consultant on Aging and is licensed to provide insurance and is registered to offer mutual funds in Alberta and British Columbia.

Esther co-founded Insight Wealth Management in order to work with individuals, families and business owners to help them achieve their financial goals.