A Co-Operative Approach to Wealth Management
Retirement Counselling
Portfolio Consultation
Estate Planning
Who is Connect First Wealth?
SPARK and Connect First Wealth are working together to provide wealth management solutions for our member-owners. Together, we are pleased to provide private wealth, investment, financial planning, life insurance, and estate planning services to our members and clients. Partnering with Connect First Wealth provides members immediate access to a team of tenured wealth professionals and support teams housed in Calgary.
Meet the Connect First Private Wealth Advisors
Christopher Matugas, BA
Private Wealth Advisor, Connect First Wealth
Registered Representative, Credential Securities
Christopher has 15 years of experience in the financial services industry, and has worked with international brokerage houses and Canada's 2nd largest independent asset manager. Prior to joining Connect First Wealth, he spent 11.5 years with CI Investments, most recently as Vice President for the Alberta and Saskatchewan area.
Karen Kerr BA, CFP
Private Wealth Advisor, Connect First Wealth
Registered Representative, Credential Securities
Karen welcomes the opportunity to give you guidance, advice, and help investing and protecting your money. She believes it's important you have a good understanding of your finances, and a solid, workable plan for the future - a plan that's appropriate for where you, your family, and your business are today, and helps deliver the results you need for tomorrow.
IIROC Advisor Report
Disclaimer:
Mutual funds, other securities, and securities related to financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Connect First Wealth Ltd. is a wholly owned subsidiary of Connect First Credit Union Ltd., offering Private Wealth services, financial planning, life insurance and investments to our members and their communities. Trademark(s) of Connect First Wealth are used under license by Connect First Credit Union Ltd.
