WALCH TEAM

Years ago, Maurice attended a national conference for a major financial advisory firm in which a presenter went on stage and said to not get too emotionally involved in clients’ financial outcomes.  To never take it personally.  Then Maurice went on stage and said that the secret to his success was to always take it personally.  

Subsequent to the conference, the Chairman of the financial advisory firm became a client.

“I believe that everyone deserves to get where they want to go in life.  So I worry about my clients and take their well being personally – at Alexandria Wealth Management Group, we all do.  It’s what makes us different.”

“I am always digging around to find the latest and greatest ideas for my clients.  I enjoy change and taking that next step.  Everything is always moving, and if you stand still, life will pass you by.”

So Maurice stays busy.  As a leading wealth management advisor in Calgary for more than 25 years, he focuses on advanced wealth management strategies for both individuals and the owners of privately held corporations.  A former director of Wellspring Calgary and Past President of Cancervive, he continues to volunteer his time co-chairing the Finance Committee for Wellspring Calgary.

Ben joined the team in 2023, focusing on small business tax and investment planning. Initially starting his career in asset management, he made the transition to wealth management in 2022, driven by his desire to create effective plans for clients and witness their long-term success. His ultimate aim is to utilize the enduring, tax-efficient strategies passed down by his mentors to enhance the wealth of the families he serves.

Outside of work, Ben finds enjoyment in various physical activities such as basketball, tennis, squash, and golf. He also enjoys reading biographies, engaging in competitive games, and cherishing the company of friends.

With a background in equity research at Black Diamond Asset Management, an investment analyst at Prime Quadrant Family Office, and financial analysis experience at Fidelity Investments Canada, Ben brings a wealth of expertise to his investment advisory role, further bolstered by earning the Chartered Investment Manager (CIM) designation in 2023. He holds a Bachelor of Commerce Degree from Dalhousie University.

Wardah has been a part of our team since October 2022. With a diverse educational background, having graduated with a double major in Economics and Law & Society and a minor in Sociology from the University of Calgary, Wardah offers a unique blend of skills and knowledge. Her academic achievements provide her with a profound understanding of economic principles alongside legal and societal frameworks. With 2.5+ of experience in wealth management as a licensed associate, Wardah has honed her expertise in supporting advisors and clients alike, making her an essential team member. Outside of her professional endeavours, Wardah loves to travel, exploring new cultures and destinations whenever possible. She is part of a Bollywood dance team and above all, she values quality time spent with family and friends.

Sarah is a seasoned administrative assistant with a passion for efficiency and organization. With over 9 years of experience in administrative roles, Sarah has honed her skills in multitasking, problem-solving, and communication. Whether it's managing schedules, coordinating meetings, or handling correspondence, Sarah approaches each task with professionalism and dedication. Known for her friendly demeanor and collaborative spirit, Sarah fosters positive relationships with colleagues and clients alike. Sarah is not just an administrative assistant, but a key contributor to success in any environment. Outside of work, Sarah loves discovering new hiking trails with her dog, embracing the tranquility of nature and the thrill of exploration.