A strong team feels like family—built on trust, respect, and shared purpose.

Tanya has spent over 20 years at Lifewealth supporting and empowering clients and their businesses by helping manage family and corporate financial planning, cash flow and growth. Tanya is an avid hockey and sports fan and loves to travel with her husband, family and friends to live events and experiences.

Joe has been with Lifewealth for over 20 years helping clients navigate tax, compliance and corporate planning. Joe is also a portfolio manager and sits on the Lifewealth Investment committee. Joe loves the Calgary Flames, camping with his family and travelling to watch sports.

Jared is Lifewealth Inc's Chief Investment Officer and has been helping manage client's portfolios, retirement plans and estate plans for over 15 years. Jared enjoys spending time outdoors with family at their cabin on the Little Red Deer River and at his place in wine country, Okanagan.

Emily is the newest member of Lifewealth and brings a diverse and interesting background to the Team. With a PhD in laboratory medicine and pathobiology Emily moved to Calgary from her hometown of Medicine Hat where she worked in accounting for a public practice CPA and helped support the accounting needs of her family's business.

Amber has been with Lifewealth for over 10 years providing bookkeeping, administrative and operational support to clients and our Team. Amber loves all things living and is the person most responsible for maintaining the Lifewealth forest and keeping our space alive and vibrant.

 Don founded Lifewealth over 25 years ago with a mission to do more for less. Don's vision of integrating accounting and portfolio management so that Doctors could better practice medicine to treat their patients or spend time with family on precious few off days whilst their financial life was well taken care of became the guiding principle of the firm. Don empowered Tanya, Joe and Jared to apply the same processes and guidelines to work with all manner of family owned and operated businesses and to work with them to achieve better Lifewealth.