We provide comprehensive wealth advisory solutions for affluent individuals, professionals & corporations, using our unique Wealth Navigation Process.
Tower Wealth Advisory is a insurance advisory practice established in 2001. Our advisors realized that their clients could be better served by an independent firm. These changes allowed the advisors to provide a new range of financial instruments while maintaining their wealth advisory passion. As years have passed, we have been able to enhance the quality of service provided, by continuing to change with the times, using technology to improve our communication, and by staying at the forefront of wealth advisory techniques. We will continue to pursue new relationships with financial firms and other professionals to provide a “multi-disciplinary” practice, all while enhancing the relationships we currently have
“We provide comprehensive wealth advisory solutions for affluent individuals, professionals & corporations using our unique Wealth Navigation Process.”
Meet The Team
Tyler was raised west of Edmonton Alberta in the community of Devon and attended the University of Alberta where he graduated in 2000 with a Bachelor of Arts Degree in Sociology. In 2001 Tyler became interested in the Financial Planning field and began study of the Canadian Securities Course. In 2002 began working as a Financial Advisor.
By 2007 Tyler’s practice had grown substantially, he now had his own independent office know as Tower Wealth Advisory. Tyler achieved the Certified Financial Planner designation in 2008 to provide an even deeper understanding of the Wealth Advisory role.
Tyler is also a portfolio manager with Wellington Altus Private Wealth. Tyler enjoys camping with his family in the summers, golf and snowmobiling in the winter.
Dave moved from Ontario in 1986 to Edmonton where he currently resides. Dave graduated from the University of Alberta in 1992 with a Bachelor of Arts Degree in Economics. Dave joined Investors Group in 1993 and began overseeing the Yellowknife Office of Investors Group in 1996. Dave obtained his Certified Financial Planner designation in 1998.
In 2001 Dave decided to setup as an independent advisor, and started Tower Wealth Advisory. In 2006 Dave merged with a retiring advisor, which expanded his presence in the north, adding more Yellowknife based clients and new clients in Hay River.
Dave is also a portfolio manager with Wellington Altus Private Wealth. Wellington Altus provides investment tools allowing Dave to provide investment products to his clients.
Dave spends his leisure time golfing and travelling with his wife Julie and their three children. In the summer Dave travels to Ontario to visit friends and stay at the cottage.
Justin was born and raised right here in Edmonton. In 2012, he graduated from the University of Alberta with a Bachelor of Education focusing on physics and biology.
Justin has since found his calling in the financial industry, joining Tower Wealth Advisory in 2014. Under Dave and Tyler’s mentorship, Justin has wasted no time, quickly developing into a knowledgeable advisor who is easily accessible. Justin is very active, playing hockey year round, and enjoying seasonal sports like golf in the summer and snowboarder in the winter.
Lindsey joined Tower Wealth Advisory in 2012 and is the first point of contact for the team, developing positive relationships with our clients.
In her spare time, Lindsey enjoys concerts, sporting events, movies, and being in the mountains.