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.
Joey graduated from the University of Lethbridge, and obtained his Bachelor of Management Degree, where he focused in Finance. Joey has been recognized as having a high degree of expertise in leadership, which he has utilized over the last decade in the financial services industry. Joey is an advocate of demonstrating success and passion in any endeavour, and strives to implement top quality service.
With a commitment to family values and a loyalty to others, Joey makes it a top priority to serve people.
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 is also applying his industry experience and knowledge in Accounting by being a part-time 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 professionals and young families (as a father of three he is one himself). If you value planning, but are overwhelmed by the available options, he is here to help.
She values intentional and honest human interactions, believes that it is the fundamental basis for any successful relationship and models this in every area of her personal and work life. She brings a dynamic and technology savvy skillset to the team as well as a natural affinity for people, ensuring smooth flow of the company operations.
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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