After spending a quarter century in this industry, Dave will tell you without any doubt, that the most important determinant of real-life, long-term investment outcomes is not investment performance. Rather, it is investor behavior. By keeping clients focused on a rational, well thought out financial plan, they have prospered for over two decades. During all this time, Dave has successfully navigated his clients through countless corrections, and more than a few nasty bear markets & recessions. Maintaining discipline through all of these challenging events was key to achieving very pleasing long term results.

Brad graduated from The University of Calgary in 1992 with a Bachelor of Arts in Political Science and immediately joined the financial services industry. His fascination with wealth creation and fundamental, bottom up investing helped him run an independent advisory business for his first 12 years in the industry.

In 2016 Stu was very excited to take advantage of the opportunity to return to his passion – helping clients to manage their wealth & become financially secure. He immediately enrolled in the CFP (Certified Financial Planner) courses and has since earned his CFP designation. During his first couple of years back in the business he interviewed well over 500 executives and senior professionals and was astounded at just how few people have a financial plan in place, and how few of them were actually on track to attain their financial goals.

Sol graduated from The University of Lethbridge with a master’s degree in Mathematics, specializing in Analytic Number Theory. Sol loves the purity and elegance of math and unlike most normal people, Sol has always found joy in solving complex equations. Despite her intense love for numbers, Sol happens to be an extremely outgoing person, who also finds joy interacting with people – especially wherever, and whenever beer is involved!

Tara joins HNW Financial as an administrative business partner. Her strong attention to detail, analytical skills, and especially her sense of humour have become a huge asset to our firm. From the moment Tara started with us, she’s had a knack for finding improvements and efficiencies to help us run everything more smoothly.

Jack Butler graduated with honors from The University of Victoria with a Commerce degree, majoring in accounting. Jack is definitely a bit of an accounting nerd in that he has a very deep appreciation of generally accepted accounting principles which served him very well at his internship at a mid-tier accounting firm.

Ethan Hein is originally from Saskatoon, Saskatchewan. So hockey is in his blood… obviously! Ethan played Junior Hockey as a goaltender for the Swift Current Broncos and was traded to the Calgary Hitmen when he was just 15 years old. Although his hip injuries eventually ended his NHL ambitions, Ethan still spends a lot of time on the ice coaching with the Calgary Royals, bringing the same discipline and teamwork mindset to youth sport as he does to his financial planning career.