There’s Wealth in Our Approach
As a client of the Calgary Northwest office of RBC Dominion Securities, you benefit from the personalized attention of your dedicated advisor, who takes the time to understand your unique situation and tailor the investment and wealth management services you need.
Your advisor will help you clarify your personal needs for income and growth, comfort level with market risk and other factors that will guide us in the management of your portfolio. As needed, your advisor may also work with our extended team of tax, estate and financial planning specialists, Will and estate consultants, accountants and other professionals to ensure comprehensive coverage of all your wealth management needs.
Through your advisor, you have access to the full range of investments, backed by top-ranked investment research and portfolio strategy. This includes proprietary and third-party investment products, as well as Canada's largest inventory of fixed-income and money market instruments. In addition, you have access to the largest Wealth Management Services team in Canada, which helps your advisor provide tax, retirement and estate planning solutions.
Your RBC Dominion Securities advisor is an accredited professional who provides a wealth of knowledge, resources and solutions. Simply put, as Canada's leading full-service wealth management firm, some of the best financial minds in the world will be working on your behalf to provide advice and solutions tailored to your unique situation.
Bergen Wealth Management
Vice President & Associate Portfolio Manager
Jeff Bergen has been providing investment, wealth management and financial planning strategies to his clients since entering the investment industry in 1993. Jeff brings 20 years of experience of which 18 have been at RBC. Jeff obtained his Bachelor of Commerce degree, majoring in Finance from the University of Saskatchewan. Jeff has also completed the Personal Financial Planner (PFP) Program and the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council. His most rigorous accomplishment was achieving the Chartered Financial Analyst (CFA) designation. With CFA charterholders in more than 120 countries and the increasing demand world-wide for the CFA program, the CFA charter has become the global professional investment credential. Throughout his career at RBC Dominion Securities, Jeff has earned numerous Outstanding Achievement Awards and has been a 6 time member of the prestigious Directors Council. This is a reflection of Jeff's dedication and commitment to his clients' financial and life goals.
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As an Investment Advisor with RBC Dominion Securities, Nathan provides access to a comprehensive range of services to help you build and protect your wealth. Nathan is a graduate of Bishops University.
Nathan harnesses his expert knowledge and 17years of experience, including his previous position as branch manager of Royal Trust for 8 years, to develop comprehensive wealth management solutions for his clients. Nathan's breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
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Geoff Coe, BA (ECON.), CFP, FMA
Investment Advisor & Financial Planner
Geoff Coe is an Investment Advisor and Financial Planner based in Calgary. He provides clients with access to a comprehensive range of services to help build and protect wealth, including investment management, financial planning and a suite of wealth management services ranging from tax minimization to insurance assessments and estate planning.
With 16 years of experience in financial planning, Geoff prides himself on helping his clients chart their financial futures and achieve their personal and financial goals. He believes strongly in communicating with and educating his clients to foster trust and shed light on the solutions he recommends.
Originally from Ontario, Geoff graduated from Carleton University with a bachelor's degree in economics. He and his wife Jackie have been married since 1997 and have two daughters. For the past six years he has been involved in the development and growth of the Lake Louise Ski Club. Outside of the office he can be found skiing and alpine touring in the winter, and biking and hiking during the Alberta summers.
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Gary M. Degelman, CFP, FMA, PFP, FCSI
Investment Advisor & Financial Planner
As an Investment Advisor with RBC Dominion Securities, Gary Degelman provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of the University of Regina, Gary obtained a Bachelor Degree in Business Administration . A firm believer in ongoing education, he has acquired the advanced industry designations of Chartered Financial Planner (CFP), Financial Management Advisor (FMA), Personal Financial Planner (PFP), & is a Fellow of the Canadian Securities Institute (FCSI).
Gary harnesses his expert knowledge and 16 years of experience, including his previous role as an Investment Specialist, to develop customized comprehensive wealth management solutions for his clients. Gary's breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
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Samir Desai, B.SC., B.COMM
Samir Desai believes that it's the tortoise who wins the race, not the hare. His conservative investment philosophy emphasizes preserving your capital while earning a healthy return on your investment. Client portfolios are monitored every day, not annually or quarterly, and benefit from independent, third-party research, preferred shares and the largest selection of GIC issuers in Canada. Through RBC Wealth Management Services, Samir has access to vast expertise and, as needed, will partner with specialists to provide Will and estate and tax and insurance planning solutions that ensure your wealth is managed comprehensively and you are on track to reach your goals.
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Rob Edwards CFP, CIM, FCSI
If you're not completely confident in your financial plan, call Rob and discover how you can achieve financial comfort and security. With over 18 years of experience with RBC, Rob has earned the CFP, CIM and FCSI designations. Before any recommendations are made, an in-depth review of oyur personal circumstances will be conducted.
Rob is a father of two, volunteer community soccer and high school football coach. He is an avid sportsman and has hiked and rafted the Grand Canyon as well as lived in Jasper National Park and Crows Nest Pass. His clients appreciate his positive, patient and prepared approach and his "sound strategy, sound sleep" philosophy.
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Randy Fibke, FCSI, CIM, CFP, PFP
Vice President & Investment Advisor
Randy Fibke, a native Albertan, graduated from finance in 1986. After graduating, he joined the Royal Bank where he worked over 11 years throughout Alberta and the Northwest Territories. During this time Randy worked with governments, multinational corporations and individuals to help manage their investments. In his last bank position he was Alberta District Manager, Retirement and Financial Planning. Randy moved over to Royal Bank's wealth management division, RBC Dominion Securities in 1997.
Randy has continued to enhance his financial knowledge throughout his professional career, by completing his Associate of the institute of Canadian Bankers designation (A.I.C.B.), His Personal Financial Planner Designation (PFP), the internationally recognized Certified Financial Planner Designation (CFP), Certified Investment Manager (CIM), and finally the Fellowship of Canadian Securities Institute (FCSI).
Away form the office Randy and his wife, Megan, enjoy spending time with their four children. He is very active in his church, serves in the community and has been a scout leader for over two decades. He also enjoys several outdoor activities including hiking skiing and golfing.
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Aziza Kotadia, MBA. (Finance), CFP, FICB.
Aziza has over 25 years of experience in the financial service sector in Calgary. In that time she has gained the respect of her clients by helping them achieve their individual goals with a highly personalized approach.
A strong believer in building her professional credentials, Aziza has achieved the designations of Masters of business Administration (MBA). Certified Financial Planner (CFP) and Fellow of the Institute of Canadian Bankers (FICB). She also holds a Full Life & Accident and Sickness Insurance License.
Her passion in paying back to the community has involved her in not for profit organizations including Board Member and Loan Committee Chair with IAF Canada, Chair for Child Foundation and Member for Economic Planning Board with Ismaili Council for Prairies.
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Duane Maluga, CFP, FMA
Investment Advisor & Financial Planner
With over thirteen years of Financial Services experience including over ten as an accredited Financial Planner I have the knowledge and real world experience that will assist you with your personal financial situation.
I have attained the internationally recognized Certified Financial Planner designation that requires annual continuing education and acceptance to follow the Professional Code of Ethics program of the Financial Planners Standards Council. As well I have achieved the Financial Management Advisor designation which adds more to my expertise.
My wealth management philosophy is that by building your customized Financial Plan and having a structured Investment Policy Statement you will succeed at your financial goals. Each client receives personalized service for their unique situation.
I am active in my community and spend several days each year volunteering for the United Way, RBC's United Way Committee and Community Futures Center West.
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Vice-President & Branch Manager
As a Branch Manager for RBC Dominion Securities, John partners with the Investment Advisors and Portfolio Managers of the Calgary Northwest branch to deliver the most comprehensive wealth management experience in Canada.
John began his career with RBC Dominion Securities in Edmonton in 2005. After working as an Investment Advisor and Assistant Branch Manager, he moved to Calgary in 2012 to manage the Calgary Northwest branch. Originally from Regina, Saskatchewan, John moved to Alberta and attended Concordia University College where he commenced his studies and played varsity basketball before transferring to the University of Alberta where he completed his Bachelor of Commerce degree. John has earned his Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).
John lives in the Calgary Northwest neighborhood of Royal Oak and enjoys playing basketball and golf in his spare time.
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Derrick Wilson, MBA. CFP. FICB. CIM
Vice-President & Associate Portfolio Manager
As a fully accredited Portfolio Manager, Derrick Wilson offers a premium level of discretionary wealth management ideally suited for those whose financial affairs have become increasingly complex and would prefer to devote their time to other interests and responsibilities. In addition to the high standards and rigorous academic coursework that is required to become an accredited discretionary manager, Derrick Wilson has over 26 years of industry experience, Certified Financial Planning designations and a Masters of Business Administration Degree. If you desire greater freedom to focus on what's really important to you, and the confidence of knowing that your portfolio is in the care of a trusted professional.
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