Our team

Tricia Leadbeater has over 20 years of experience partnering with clients to achieve their life and investment goals. Her diverse education and experience bring a unique and valuable perspective to her relationships, many of which are multi-generational. She especially enjoys coaching clients who, as a result of life transitions, are new to managing wealth. She also excels at educating and motivating young professionals in their early careers.

Prior to obtaining the Chartered Financial Analyst (CFA) designation, Tricia completed a Master of Arts in Philosophy from Dalhousie University, and earned undergraduate degrees with distinction in English and Philosophy from the University of Calgary. To improve her volunteer and leadership skills, she completed the Institute for Corporate Directors (ICD) Not-for-Profit Director’s Program.

Tricia is committed to serving her local community and passionate about supporting the arts. For the past eight years, she has served on the board of Theatre Calgary. She is a past chair and current director of the Theatre Calgary Endowment. She is also a director of the Werklund Family Foundation, which promotes leadership and education opportunities for youth in Alberta. Previously, Tricia served on the boards of the Calgary Allied Arts Foundation, Calgary Cinematheque and Calgary CFA Society. Today, she volunteers with the Calgary CFA Society on their Investment Committee. She was a past committee member for the Calgary CFA Women in Investment Management conference.

Tricia spends most weekends in the mountains, either cross-country skiing or hiking. She also enjoys spending time with friends and family attending performing arts events in the city.

Kendall  previously worked as Alumni Engagement Officer at the Haskayne School of Business – University of Calgary. She is very well versed in client communication, organizing, and coordinating client virtual and in person events and in maintaining our CRM data base.

While Kendall is currently unlicensed, she is registered and working on the Canadian Securities course in 2023. Kendall is very capable to handle most of your administrative concerns.

Carson is dedicated to providing exceptional account administration and communication support to our clients.  Currently, he is completing the Canadian Securities Course to become an Investment Representative, and he has plans to complete the Qualified Associate Financial Planner designation, to enhance the financial planning resources available to our clients.

Carson holds a Bachelor of Business degree with a concentration in Financial Services from Mount Royal University. His experience includes working in the insurance and investment industry, with experience primarily focused on client relations and administration.

Originally from Brooks, Alberta, Carson is a skilled athlete, he enjoys cooking and has a love for animals. Growing up on an acreage, he raised and showed cattle with his brother throughout Alberta. When he wasn’t working on his family’s acreage, Carson was usually watching or playing sports. Ultimately, he pursued his love of sports at the collegiate level, pitching for the Okanagan College Coyotes baseball team.

Anna assists the team and our clients with their account and administrative needs. She is a valuable asset to the the team with her background in legal and accounting assistance. She has a Legal Assistant diploma from the Southern Alberta Institute of Technology and over 7 years of experience in administration.

In her free time, Anna loves to read, roller skate, or head to the mountains.