#601 - 110 9th Ave SW, Calgary, AB T2P 0T1View on Map »
Grace Jahns is a home-grown Calgarian taking on the role of Operations Manager for Shafik Hirani's Private Wealth Management Practice. She has recently completed the Canadian Securities Course as well as the Conduct Practice Handbook course to become a licensed Investment Representative with IIROC.
She Began working with Shafik in September 2020, after leaving an Estate Planning firm where she co-managed the investment division. Her previous years of customer service experience have helped her in serving client needs with empathy and professionalism.
She also holds Life Insurance and Accident & Sickness Insurance licenses and is currently enrolled in the Wealth Management Essentials course offered through the Canadian Securities Institute.
Ryan Peterson was born and raised in Alberta. In 2005 he graduated from the University of Lethbridge and worked for a financial consulting firm for two years. Following that, Ryan founded an independent financial services firm in 2008 and has grown it into one of the premier investment shops in the province - both in terms of investment performance and client satisfaction. Ryan has completed the highest levels of education in his field and is a Chartered Investment Manager registered Portfolio Manager with the Investment Industry Regulatory Office of Canada.
Ryan excels at providing independent, unbiased research, excellent service and, most importantly, someone that can be trusted to create a customized approach to achieve your personal financial objectives.
Ryan recognizes that a client’s behaviour can often have the most significant impact on their returns. So he makes sure to help clients to:
Ryan and his wife Alisha have three children (12, 8 and 2). They love spending time together in the outdoors and staying active in the community.
