Bethany Monson
BSBA, CIM, PFP

My Background

Bethany provides invaluable advice and support to individuals and families with complex financial needs. Her passion for helping people realize their life goals sees Bethany focusing a great deal of time preparing financial plans. Diligent and detail-oriented, she is familiar with client needs and is committed to helping them navigate their financial world. Bethany’s kindhearted nature has drawn her into being a core element in client relationships. In her spare time Bethany enjoys mountain biking, hiking, and whenever possible taking in a concert. A casual weekend is spent exploring the city parks with her son or taking it easy with a good book. Bethany has volunteered for charitable causes including the Kids Help Phone and Alberta Children’s Hospital Radiothon. Bethany has worked in the financial industry for more than 20 years. She completed her Bachelor of Science Degree in Business Administration at The Ohio State University. She has completed her Canadian Securities Course, Wealth Management Essentials Course, and holds the Professional Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. Bethany also has both the Series 7 & 63 U.S. Securities Course and is Insurance Licensed in the Province of Alberta.