Leah Bourgeois CFP, FMA
Wealth Advisor, Portfolio Manager and Financial Planner
Tel: 403.355.6041

Leah is a Certified Financial Planner and Portfolio Manager with over 30 years of experience working in personal financial services. Her unique approach of uncovering what drives each individual client creates a deeply personal connection. By implementing financial strategies designed to support their personal and lifestyle objectives, Leah's clients are able to successfully live their lives in a meaningful way. She is inspired by empowering these individuals who, in turn, support and engage others around them.

 

An avid learner, Leah is currently completing the final steps toward an advanced financial planner designation. She is an advocate for social programs focused on providing women the skills they need to re-enter the workforce and secure financial independence.

When she isn't working, you will find her encouraging her 2 grown children, reading fiction, or tending plants. She loves traveling to new destinations to explore other societies and cultures and returning regularly to visit her family in coastal BC.

“Balance in all things”- Leah

Reina Mitchell B.Comm., FMA
Associate Investment Advisor

Originally from Halifax, Nova Scotia, Reina and her family have called Calgary home for the past 23 years. With a Commerce degree from Saint Mary's and a 20-year career in banking, Reina previously worked for a large Canadian financial institution specializing in private banking and building collaborative strategies around wealth management. She has also successfully attained multiple financial designations through the Canadian Securities Institute including the Financial Management Advisor program.

 

Reina joined the Bourgeois team in 2021 and works closely with Leah to deliver extensive financial experience and holistic wealth management to their clients. Her strengths include developing and navigating her clients through all of life's milestones and facilitating solutions through tailored plans and attention. Reina's passion is rooted in the success of those who work with her as well as her ability to nurture lasting intergenerational relationships.

When Reina isn't working, you will find with her 2 sons skiing, skating, or hiking. She is an avid traveler, a better-than-average chef, and an active community volunteer.

Craig D. Basinger , CFA

Director, Asset Management, CIO

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Beginning his investment career in 1995, Craig Basinger has focused on investment strategy and managing Canadian and U.S. equity portfolios for Canadian investors. Craig believes that investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. Craig spends a considerable amount of analytical energy on identifying economic expectations, allocating assets, and formulating sector views and style/quantitative tilts. He develops and tests these themes continuously. At the company level, he uses fundamental research in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points. Craig’s multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.