Boutique wealth management

Paul Gainor

CFP®, FMA, CIM, BFS
Senior Wealth Advisor & Portfolio Manager

“Simplicity often leads to better results. I help my clients understand their financial situation and see the path forward in a way that makes sense.”

Experience

In advising executives, professionals, and their families, I show my clients what’s possible and then provide them with the steps they need to get there. This can make a difference in how they achieve their desired results. Taking a structured, detailed approach, I present various options before we secure a comprehensive plan that they can easily understand and implement. This impacts more than their money. It also takes the stress out of relationships and considers action needed for compliance with tax and regulatory frameworks.

My wealth management support includes retirement planning, tax optimization and preparation, and estate planning. I also have particular experience in charitable giving. Having noticed that several of my clients were donating generous sums, I looked for different ways they could do this from a tax optimization perspective. This began my work helping them set up donor advised fund accounts, which act similarly to mini foundations. I work with Canada Gives to help clients who are attracted towards philanthropic activities, while being mindful of life events that might arise in which a Donor Advised Fund could offset tax events for them. I enjoy assisting my clients towards their efforts of becoming great at doing good.

Helping the next generation with their wealth is also an important part of my practice. I assist clients in gifting their children “training” portfolios to teach them financial literacy in areas of tax and investment planning. This helps ensure their loved ones are making informed financial decisions for their futures.

Beyond the Office

I live in Calgary with my wife and have six children. If I’m not driving my kids to various activities, I’m likely coaching basketball or wake surfing.

Harjeet Sachar

CFP®, CIM, MBA, BBA
Senior Wealth Advisor & Portfolio Manager

“What separates a successful financial plan from the rest is having the discipline to see it through. My clients can count on me to always have that discipline on their behalf.”

Experience

I count medical professionals, executives, and engineers among my growing range of clients. Drawing on my experience in tax, insurance, investments, and financial planning, I develop and implement customized financial plans for clients looking toward retirement and beyond.

My comprehensive approach assesses many factors of a client’s life and career at any given time. I recognize that the needs of my time-pressed clients evolve, and help ensure their plans evolve along with them. This can help give them peace of mind as they handle a variety of responsibilities, while working towards achieving financial independence over time.

Having moved to Calgary from Zambia in 1998, I bring over 20 years of financial industry experience gained at firms such as Investors Group, CIBC, TD Waterhouse, MD Management and HSBC. I have exposure across the sector, with a particular focus on financial planning for high-net-worth individuals, having performed roles as a Consultant, Business Advisor, Senior Financial Planner, and Associate Investment Counsellor.

My CERTIFIED FINANCIAL PLANNER® (CFP®) and Canadian Investment Manager (CIM) designations are built on my academic credentials, which are a BBA in Accounting from Baylor University and an MBA in Finance from Devi Ahilya University in India.

Beyond the Office

I love spending time watching sports, movies and travelling with my wife and two boys.

Susan Tucker

CFP®, B.A.
Private Wealth Advisor, Financial Planner

“The best part of my job is getting to know my client families as we navigate life’s challenges and plan for the future together. Seeing their goals become reality is my greatest reward.”

Experience

From taxes to inter-generational wealth transfers, I cover all the financial planning bases for my high-net-worth clients. Loyal and committed to building long-term relationships, I measure success by my ability to put the right plan in place for each client, helping them reduce financial stress and achieve their goals.

With more than 20 years of experience in the financial services industry, I began my career as a financial advisor at a brokerage firm. I moved to a major Canadian bank and then ATB Securities, before joining the firm in 2012.

After earning my CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2011, I’ve continued to build my industry knowledge and professional education through a series of specialized courses. These have covered such topics as tax strategies, retirement and estate planning, investment management and practice management. I also have a Bachelor of Arts degree in Sociology from the University of Calgary.

Beyond the Office

I love to read, travel and explore the amazing Calgary bike paths on my new e-bike. I’m also learning Spanish and practice a little every day. Mostly, I love spending time with friends and family. Este es mi favorito!

Kevin Klein

CFA, CFP®
Senior Wealth Advisor & Portfolio Manager

“I appreciate the trust my clients place in me and strive to help them achieve their financial goals with dedication and integrity.”

Experience

Drawing from over 15 years of experience within the financial services sector, I focus on investment management and strategic financial planning. My dedication to staying current on industry trends and developments informs the longstanding, client-centred relationships I foster.

Empowering clients with the knowledge and investment strategies they need to achieve their financial goals is the cornerstone of my approach. Using my industry insights, I provide clients with customized portfolios that consider their objectives and risk tolerance throughout various life stages.

I hold both the Certified Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations, and have a Bachelor’s degree in Economics from the University of Calgary.

Beyond the Office

As a dedicated husband and father of two energetic boys, family is my anchor in life. Amidst the joys of parenthood, I find excitement in many different sports, with golf holding a special place in my heart. Beyond that, we like to travel, particularly spending time on the west coast with our families.