Senior Investment Advisor, Portfolio Manager, Wellington-Altus Private Wealth

• 2015 - Present

Senior Investment Advisor, Portfolio Manager, Wellington-Altus Private Wealth

• Nov 2019 - Present

Stakeholder

• Jan 1995 - Present

Our modest family business leases homes to the Calgary community. We have over 20 years experience with our entry into the market since 1994. Our family are proud Albertan’s and have made Calgary home since 1982. Our focus is primarily in the Southwest quadrant of the city with a specialty to the inner-city. We serve the mid-market Calgarian in search of clean, thoughtful homes in an otherwise expensive city. For opportunities or inquiries call us at 403.585.6243 or… Show more Our modest family business leases homes to the Calgary community. We have over 20 years experience with our entry into the market since 1994. Our family are proud Albertan’s and have made Calgary home since 1982. Our focus is primarily in the Southwest quadrant of the city with a specialty to the inner-city. We serve the mid-market Calgarian in search of clean, thoughtful homes in an otherwise expensive city. For opportunities or inquiries call us at 403.585.6243 or pjkollias@outlook.com www.stoxos.ca Show less Our modest family business leases homes to the Calgary community. We have over 20 years experience with our entry into the market since 1994. Our family are proud Albertan’s and have made Calgary home since 1982. Our focus is primarily in the Southwest quadrant of the city with a specialty to the inner-city. We serve the mid-market Calgarian in search of clean, thoughtful homes in an otherwise expensive city. For opportunities or inquiries call us at 403.585.6243 or… Show more Our modest family business leases homes to the Calgary community. We have over 20 years experience with our entry into the market since 1994. Our family are proud Albertan’s and have made Calgary home since 1982. Our focus is primarily in the Southwest quadrant of the city with a specialty to the inner-city. We serve the mid-market Calgarian in search of clean, thoughtful homes in an otherwise expensive city. For opportunities or inquiries call us at 403.585.6243 or pjkollias@outlook.com www.stoxos.ca Show less

Portfolio Manager

• Nov 2015 - Nov 2019

More than a Wealth Advisor, I am a money therapist. Money is so emotional and it gets skewed with behavior. That why I listen closely to my clients and identify cues and clues that lead to optimizing their wealth. My focus areas are: 1. Relating to clients, whether they come from an entrepreneurial perspective, a small organization, or a large bank. I am their sounding board. 2. Checking every detail, even the ones that aren’t apparent, to make sure my clients are meeting their… Show more More than a Wealth Advisor, I am a money therapist. Money is so emotional and it gets skewed with behavior. That why I listen closely to my clients and identify cues and clues that lead to optimizing their wealth. My focus areas are: 1. Relating to clients, whether they come from an entrepreneurial perspective, a small organization, or a large bank. I am their sounding board. 2. Checking every detail, even the ones that aren’t apparent, to make sure my clients are meeting their goals. Practically speaking, I accelerated one client’s goal of paying off his house and private school by five years, all the while earning him a tax credit, rather than him paying $50,000 of tax annually. Another client took my advice and bypassed a speculative investment, saving her $250,000. That is optimization! Show less More than a Wealth Advisor, I am a money therapist. Money is so emotional and it gets skewed with behavior. That why I listen closely to my clients and identify cues and clues that lead to optimizing their wealth. My focus areas are: 1. Relating to clients, whether they come from an entrepreneurial perspective, a small organization, or a large bank. I am their sounding board. 2. Checking every detail, even the ones that aren’t apparent, to make sure my clients are meeting their… Show more More than a Wealth Advisor, I am a money therapist. Money is so emotional and it gets skewed with behavior. That why I listen closely to my clients and identify cues and clues that lead to optimizing their wealth. My focus areas are: 1. Relating to clients, whether they come from an entrepreneurial perspective, a small organization, or a large bank. I am their sounding board. 2. Checking every detail, even the ones that aren’t apparent, to make sure my clients are meeting their goals. Practically speaking, I accelerated one client’s goal of paying off his house and private school by five years, all the while earning him a tax credit, rather than him paying $50,000 of tax annually. Another client took my advice and bypassed a speculative investment, saving her $250,000. That is optimization! Show less

Private Wealth Advisor, Portfolio Manager

• Nov 2010 - Nov 2015

My position as Portfolio Manager and Senior Wealth Advisor involved managing, advising, and executing investment strategies on a book of discretionary and advisory assets. Our client base of high and ultra-high-net-worth households consisted of senior executives, entrepreneurs, and board members. My position as Portfolio Manager and Senior Wealth Advisor involved managing, advising, and executing investment strategies on a book of discretionary and advisory assets. Our client base of high and ultra-high-net-worth households consisted of senior executives, entrepreneurs, and board members.

Senior Financial Consultant

• Jan 2009 - Dec 2010

As a Senior Financial Consultant I prepared comprehensive financial plans and specific investment strategies for high net worth medical professionals and their extended families. I was the recipient of the 2010 Sandy Wilson Customer Service Award; internal recognition from peers for “going the extra mile” for colleagues and clients alike. As a Senior Financial Consultant I prepared comprehensive financial plans and specific investment strategies for high net worth medical professionals and their extended families. I was the recipient of the 2010 Sandy Wilson Customer Service Award; internal recognition from peers for “going the extra mile” for colleagues and clients alike.

Financial Advisor

• Mar 2004 - Jan 2009

As a financial advisor I administered, counseled and advised a mortgage and investment portfolio consisting of affluent households providing the highest standards of professional ethics. As a financial advisor I administered, counseled and advised a mortgage and investment portfolio consisting of affluent households providing the highest standards of professional ethics.

Associate Investment Advisor

• Nov 2005 - Apr 2007

In this role I gained invaluable international / offshore (Bermuda) investment experience, managing and advising affluent to high net-worth investment accounts. A major focus of mine was to create the first financial planning framework for the firm, “BIAS Financial Road Map”, a customized financial planning template/program for our high net worth clients. In this role I gained invaluable international / offshore (Bermuda) investment experience, managing and advising affluent to high net-worth investment accounts. A major focus of mine was to create the first financial planning framework for the firm, “BIAS Financial Road Map”, a customized financial planning template/program for our high net worth clients.