Vance Elder

My Background

Our practice offers a comprehensive Wealth Management approach, specializing in understanding the unique needs of prominent families for over 30 years. My team and I strive to alleviate the stress and complexity of planning, enabling our clients to prioritize what truly matters to them- whether it’s family, philanthropy, volunteerism, or travel.

We have a deep understanding of the complex needs of entrepreneurs, C-suite executives, and their families. Our practice is honored to serve many of Calgary’s top entrepreneurs, C-suite, and retired C-suite executive families, with relationships that often span nearly my entire 30-year career. As a self-professed market enthusiast, I am deeply engaged in research and recommendations for our clientele. Regular discussions with our client families provide valuable feedback and insights into current economic and market conditions.

Being a member of BMO Nesbitt Burns’ National Investment Advisory Council, I offer direct input to the leadership of BMO Wealth on a regular basis. I’m proud to have consistently received awards recognizing our practice as one of the top performers at BMO Nesbitt Burns, awarded to advisors for delivering the highest quality client service and business management. Volunteering on various private boards and committees, I am passionate about giving back to the community that has supported my business and clients throughout my career.

Outside of work, you’ll find me indulging my passion for travel and staying active with my family.