Rachel Gurney

My Background

Rachel offers comprehensive investment portfolio construction and financial planning services to residents of the Bow Valley and Calgary.   She provides a customized, high touch service to help clients and small businesses manage all their wealth needs.

Rachel has worked in the Investment Industry since 2001 and as an Investment Advisor since 2004. She holds a BA (honours) in Economics from the University of Western Ontario and a Certified Investment Manager(CIM) and manages portfolios on a discretionary basis.