Clear. Caring. Competent.
Senior Financial Advisor Garrett Sereda holds a Bachelor of Applied Financial Services from Mount Royal University and is a Certified Financial Planner (CFP®) professional and a Chartered Investment Manager (CIM®). His approach is authentic, focused and customized to help you reach your goals. Garrett takes pride in connecting your money to your values, in order to discover what is most important to you.
A passion for engaging clients in planning
Garrett has his parents to thank for his passion for helping people with their money. Thanks to their openness about their own experiences with financial advice, he knew there was a better way to engage people in the conversation about their savings and to make it more straightforward. His clients appreciate his honest and authentic approach to their situations. He acts as a guide through important transitions and difficult life situations, while providing insight that helps identify what is most important to you when it comes to your money. Garrett’s goal is for clients to leave their meetings feeling respected, understood and confident in their financial plans.
Forward-thinking, personalized advice
Garrett is often sought after by his peers for his ideas and approaches, and is a lifelong learner who continues to work towards a Certified International Wealth Manager (CIWM) designation. He stays up to date with the latest industry news and trends by following thought leaders he respects and often listens to podcasts while mountain biking or hiking. Garrett and his wife can often be found outdoors with their three children. He’s a fan of supporting the local craft brewing industry and makes a mean salsa.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches: