Scott Klemke, B.Comm., CIM®

Wealth Advisor

Scott KlemkeAs an established Wealth Advisor and designated Chartered Investment Manager (CIM®), Scott Klemke brings many years of knowledge and experience as a financial guide, helping to navigate and establish personalized investment strategies for his clients.

Being raised in one of the largest family businesses in Alberta's Oilsands has given Scott unique access and understanding of the Oil & Gas and Mining sectors within North America. The hard-working generations before him have helped him form a results-based strategy and strong foundation of core values built on integrity, attention to detail and determination.

As an active member of both the community and non-profit foundations, Scott's passion extends beyond investments. Scott and his young family are active in many charities, serving as board members for the ShareLife Foundation and working closely with many other humanitarian aid organizations. Scott also serves as Chairman of the Board for the Edmonton Mayor's Prayer Breakfast, working closely with local business leaders and our civic leaders to positively impact the community. Scott's charitable focus on poverty relief has extended all over the world to Guatemala, Israel, Costa Rica, Mexico, Egypt and Haiti.

Scott's formal education includes a Bachelor of Commerce from the University of Alberta, a designated Chartered Investment Manager (CIM®), a Certificate in Advanced Investment Advice, the Canadian Securities Course (CSC), amongst many other investment management courses.

Tanya Bourdeau

Senior Associate

Tanya BourdeauTanya’s primary role at The Klemke Group is to provide comprehensive administrative assistance. She does this by ensuring the timely and accurate administration of client accounts along with managing the group’s proprietary systems. The team relies on her for her strong organizational and administrative skills. Tanya is committed to ensuring that clients receive the utmost in client care in a seamless and efficient manner.

Her familiarity is not only the investment side, but also the banking side. Tanya comes to us with five years’ experience at Scotiabank serving banking customers at the retail level and at the “upscale” private client level. Shortly after joining Scotiabank, she became responsible for training newly hired employees. Her commitment and numerous contributions have earned her much recognition, including Scotia bank’s “Best of the Best” title in 2011. Tanya joined the Wealth Management side in 2012.

Will & Estate Planning

Sean Harding CFP, FMA, CIM

Senior Financial Planning Consultant

Sean HardingSean brings financial planning expertise to Scott Klemke’s team to provide financial counseling for individuals, their families, their business’ and their estate through major life transitions. As a 15-year veteran in the financial services industry he holds the Certified Financial Planner Designation, Financial Management Advisor Designation and the Chartered Investment Manager Designation and is also a candidate for the Trust & Estate Planning Designation with the Society of Trust and Estate Practitioners. As part of this planning process, we explore relevant financial, retirement, tax, will and estate strategies to identify specific gaps and opportunities to help you establish and achieve your goals.

Aleem Thaver, CA

Chartered Accountant

Aleem ThaverAleem is a Chartered Accountant with extensive experience in Estate, Financial & Tax Planning. Aleem has a distinctive talent for explaining detailed tax issues in clear, understandable terms. He also has a genuine enthusiasm for uncovering hidden tax benefits that provide real value to clients and their businesses.

As a Tax Manager in Edmonton for a large international accounting firm, he focused his efforts on Tax & Insurance Planning for Private Corporations and their Shareholders, Estate & Succession Planning and Corporate Reorganizations. Aleem attained his CA designation in 2009 after completing his Commerce degree at the University of Alberta with a focus on Accounting and Finance. Aleem has completed a number of specialized in-depth tax courses offered by the Institute of Chartered Accountants. Aleem is a member of the Institute of Chartered Accountants of Alberta, the Canadian Tax Foundation and the Advocis Financial Advisors Association of Canada.

Portfolio Advisory Group

Shane Jones

Chief Investment Officer, ScotiaMcLeod Portfolio Advisory Group

Shane JonesShane Jones is Chief Investment Officer with ScotiaMcLeod and is the Co-Head of the Portfolio Advisory Group. Shane is also the lead on the ScotiaMcLeod Managed Portfolio's Canadian Dividend and Equity Portfolios.

Shane has been in the financial services industry for over 25 years, starting his career with TD Bank in 1985, before joining RBC in early where 1987 where he quickly rose through the ranks, becoming Vice President & Senior Portfolio Manager of Canadian Equities with RBC Asset Management in 2004. Shane joined Scotiabank Group in 2007.

Shane brings a strategic mind-set to portfolio management; he has a proven track record as a portfolio manager and is a respected and familiar face in the industry. Shane is a well-regarded expert in the financial services industry and maintains strong relationships with the sector's leaders and innovators.

Insurance Planning

Colin Aldorfer

Insurance Planner

Colin AldorferColin's team has been creating and implementing insurance solutions that are innovative, disciplined, and uniquely customized for each of our clients since 2002. As part of The Klemke Group, Colin operates under a strict discipline that insurance is meant to protect the risk, not become the risk.

Private Banking Services

Louise Jacobs

Private Banking Services

Louise JacobsAs a client of Scott Klemke at ScotiaMcLeod, you can enjoy seamless access to the private banking services at a reduced fee. Working with our team of credit specialists, Louise will facilitate all your borrowing needs. This includes arranging favorable mortgages, term loans or lines of credit. Access to customized lending solutions that meet the demanding requirements of complex tax and asset structures. Whether those include personal and/or holding company borrowing arrangements, leveraging multiple asset classes or availing of loans in multiple currencies to ensure the preservation of foreign exchange strategies, Louise is able to deliver innovative borrowing solutions.

 

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