We believe that a team approach has its benefits. Each member brings a different strength and skill set to the team. Advantage Securities is a trade name of Aligned Capital Partners Inc., with National Bank Correspondent Network (NBCN) acting as carrying broker. NBCN is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Investment Advisors and Investment Dealers.
Ryan grew up in Lethbridge and graduated from the University of Lethbridge in 2005. He then worked at a financial consulting firm for two years. He founded Advantage Financial Services in 2008. He is a Registered Representative with IIROC and has earned his Chartered Investment Manager designation.
Ryan believes there are several key elements to creating, and maintaining, financial independence:
Ryan is committed to providing independent, unbiased research, great service, and most importantly, someone you can trust to create a customized approach to achieve your personal financial objectives. Ryan has a strong and experienced team to ensure that all client needs are met and each client is treated with respect.
Call to arrange an appointment. See if Ryan and his team would be a 'good fit' for you.
Dan completed his studies with the University of Lethbridge in 2015.
He received a Bachelor’s of Management in Accounting.
He previously gained work experience with an accounting firm, then completed the Canadian Securities Course and the Conduct and Practices Handbook course in 2015.
He is currently registered with IIROC as a Registered Representative.
Launa has fifteen years of industry experience.
She graduated from the University of Lethbridge with a BA in 1993.
She completed her IFIC in 2001 and is currently studying for her Canadian Securities Course.
Launa facilitates the processing of client accounts.
Skylar was raised in Calgary, Alberta where she was an avid show jumper, and then moved to Lethbridge to continue her post-secondary journey. After graduating from the Dhillon School of Business, she had graduated with a Bachelor’s Degree in Management, and was searching for an opportunity to jumpstart her career journey.
What really enticed Skylar to working within the Financial Industry is her drive to help people see that there is a way to manage time, responsibilities, and finances even throughout the busy times of university and becoming an independent adult; also that beginning to save and understand the value of a dollar is not just something that one will have to learn later on in their life.
Skylar will now be the initial point of contact as our new office administrator. She will be available to help schedule any appointments that are needed and will also be helping Launa with some of the processing activities.