Darlene Gayle Ferstl
Darlene has an Honours in Canadian Securities. In the past, she has excelled as an Executive Assistant at Elysium Wealth Management Inc. and Wellington West Capital; as well as an Account Officer and Tax Officer at Montreal Trust and Scotia Private Client Group. Darlene feels inspired when she is challenged and feels as though she […]
Jeff Palles
Jeff is a portfolio manager and investment counsellor with extensive experience in discretionary portfolio management, derivative securities, financial planning and investment strategies for high-net-worth private clients. He has worked in the Canadian financial services industry since 1996. Jeff holds a Bachelor of Commerce degree from the University of Manitoba and has completed numerous financial industry […]
Alan Fustey
Alan is a senior portfolio manager and author who has worked in the Canadian financial services industry for the past 30 years. He has managed client portfolios using an investment philosophy which maximizes the benefits of exchange-traded funds (ETFs) as the core holdings. Alan also has extensive experience in discretionary portfolio management, derivative securities, strategic […]