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Money Advisor Wealth Management Worldsource

Money Advisor Wealth Management Worldsource

Your financial growth starts with us These are the brains behind Money Advisor Wealth Management.

Our Team

Kevin MacLeod, CFP | Financial Planner

Good advice was a rare commodity 20 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently sold his retail business – he was seeking a new career. After a yearlong search, Kevin sought financial advice as a means of securing his future. Instead he found a passion for financial services and his future was realized. Kevin earned his CFP designation and set out to educate people on money matters, one client at a time. As a focused and passionate leader, Kevin’s greatest reward comes from helping clients make informed financial decisions. “There are two things we have no control over: the markets and life. We help our clients make great decisions that are designed – among other things – to weather the unexpected.” – Kevin MacLeod

Cory Petersen, BA | Financial Advisor

Cory is a financial advisor with a longstanding passion for investments: he began investing his own money at 12 years old. Cory fortified this passion with a range of valuable experiences, from a well-respected Alberta bank to a Canadian insurance company. Combined with his degree in Business Administration and Economics from Brandon University, Cory can be counted on to deliver the same high quality planning and investment strategy he applies to his own portfolio. When he is not watching the financial news station, you will find him outside cycling, hiking or playing with his two kids. Cory and his family have been in Alberta 18 years. He is currently the President of Ups and Downs – Calgary Down Syndrome Society.

Ken Serr, BComm, CFP | Financial Planner

Ken has been employed in Accounting, Management and Finance positions since 1980, and has been an active member of his community for many years. He was awarded the Alberta Centennial Medal in 2005 for recognition of his outstanding service to the people and province of Alberta. Ken is a former instructor in the Business Faculty of the Medicine Hat College, former Chairman of Medicine Hat School District #76, and former Co-Chair of the Child and Family Services Authority of South Eastern Alberta. He is currently an active volunteer for the Medicine Hat chapter of the Children’s Wish Foundation of Canada. Ken completed a Bachelor of Commerce degree at the University of Calgary and in 1999 earned the Certified Financial Planner designation. “Educating clients to help them make sound financial decisions for their future is the most important thing I do.” – Ken Serr

Kara Patton, Bcomm | Business Manager

Collaborative, gregarious and committed: this is a snap shot of Kara. Interacting with people is something she genuinely enjoys, in fact, she’s passionate about it. Kara has been surrounded by the financial industry from a young age and has garnered experience throughout the field — little wonder she’s a perfect fit when it comes to helping clients. She graduated from the University of Saskatchewan in Finance with Honours, and has worked in both the distribution and sales side of the business. When she’s not in the office, you will likely find Kara pursuing her other three passions: coaching soccer, fitness and her family. “Your interactions should leave people better then how you found them… I’m on a life-long journey of helping others and self-improvement.” – Kara Patton

Deb Sauer, ACS, AIAA | Insurance Administrative Assistant

Standing on top of a sluice box, she was doing what most of us just watch on a reality show – she was mining for gold in the Yukon! She also homeschooled her kids and took care of a bustling household. She learned the value of being patient, mastered the art of multi-tasking, all while growing her career in the insurance industry over the last 20 plus years. Deb effortlessly supports our clients through her in-depth industry knowledge and easily adapts to situations by listening intently, not to mention she always has a great story to share.

RABIHA BHATTI | Receptionist / Administration

With a history in corporate administration and customer service, Rabiha thrives on excelling in both her everyday tasks and daily interactions. Rabiha has completed her Business Administration Certificate through SAIT and hopes to further pursue her education in the field of finance. She has a passion for fine arts and enjoys spending her free time sketching and spending time with her family. “Paying it forward is a concept I strongly stand by; bettering someone else’s day will only cause a ripple of positivity”- Rabiha Bhatti

  • Kevin has been a terrific addition to our financial picture and we wouldn’t hesitate a minute to recommend him to anyone who’s asked who we use.

  • Kevin was the first financial planner we’ve ever met with who brought together all of current finances, Incomes, RSP’s, Pensions, TFSA’s and matched that up with our expenses to create a true short term plan and a much bigger long term plan. Kevin also has a great team who provides him with a strategic plan in terms of our investments which is presented to us in an easily understandable way.

  • Kevin was great, he started by asking us a ton of relevant questions as he needed to know who we were as a couple, our short and long term goals. We in turn asked a ton of questions to Kevin as we needed to know who he was and how he worked with his clients.

  • We met with Kevin, based on a recommendation, and instantly liked what we saw and heard as he has a very calming confident demeanor.

  • We knew we needed to make a change from the financial planner we had at the time as we just didn’t have the confidence in this individual to guide or steer us to the next stage of our retirement years and quite frankly we were very concerned.

  • Trustworthy and personal, professional service. I believe it is Kevin’s demeanor that provides me with a high level of confidence and trust in his service

  • Professionalism, Confidence, Good Coffee, Parking, Made to Feel Important

  • Your commitment to us. You are genuine, honest and we feel like valued partners in our immediate and long term goals

Are you ready to unbank your future?
Book your free, no-obligation consultation today.

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Money Advisor Wealth Management

4 - 11010 46 Street SE
Calgary, AB T2C 1G4

Phone: 403.214.7215
moneyadvisor.ca

Worldsource Financial Management

Worldsource Financial Management Inc., Sponsoring Mutual Fund Dealer. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.

Other Products and Services are offered through Money Advisor Wealth Management.