We are a team of professionals who are passionate about bringing out the simplicity of investment planning for our clients. Our mission is to take the financial concern and worries out of your life and help improve the financial well-being of everyday Canadians.
Listen to Riley Anderson and learn about why he chose to join InvestorDNA as a Wealth Planner.
Caleb is a graduate from the Haskayne School of Business at the University of Calgary, and holds a Bachelor of Commerce degree. With a passion for helping others and a keen interest in business, Caleb has focused on entrepreneurial endeavours over the last 10 years in areas of construction, real estate, and the financial services industry.
Caleb is a firm advocate of upholding integrity in business and believes that you must do unto others as you would have them do unto you.
Prior to joining InvestorDNA wealth, Curtis worked with one of the largest financial planning firms in Canada.
He has a background in public accounting and in building financial planning technology. Riley obtained the Chartered Public Accountant (CPA) designation in 2017 and holds a Bachelor of Management degree from the Dhillon School of Business at the Lethbridge College. He has also applied his industry experience and knowledge in Accounting as an instructor to the students at Lethbridge College.
Life is full of financial decisions – some you plan for and some you don’t. Riley has a passion for personal finance and can help you build a foundation to guide you through the ups and downs and reach your goals. He specializes in working with 'data driven' professionals. If you value planning, but are overwhelmed by the available options, he is here to help.
Reid holds the Personal Financial Planner (PFP) designation through the Canadian Securities Institute, as well as a Certificate in Advanced Financial Advice. He believes that a strong financial plan should do more than simply maximize wealth. It should help clients understand what they have built, how much they can comfortably enjoy, and how their resources can be used to support the life that matters most to them.
Born in Nashville, Tennessee to a Canadian father, Reid developed a strong connection to Canada from an early age, spending summers visiting his grandmother’s cottage and attending overnight summer camp in Ontario. He now lives in Ontario with his wife and three children. Outside of work, Reid enjoys spending time with his family, golfing, and following Formula 1, hockey, and American football.
When she’s not producing content, Shallan might be driving home to Saskatchewan to spend time with her family, restoring her vintage fiberglass camper, or planning her next beach vacation. Most likely, though, she’s at home listening to audiobooks, spoiling her four-legged bff, Lala.
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