Our team has over 100 years of combined financial experience and manages over $160 million in assets. Each one of us share a passion for helping our clients meet their financial needs.
Many of our clients enjoy value-added services where we have built strategic alliances with well-developed professionals in the areas of tax planning, estate planning, insurance and legal services.
Mark Starratt, Director, Private Client,
Portfolio Manager, Sr. Investment Advisor
A Certified Financial Planner (CFP), a Certified Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI), Mark brings 17 years experience in the Financial Services Industry and a Bachelor of Commerce from the University of Alberta. He is also an Accredited Investment Fiduciary (AIF).
Scott Starratt, Director, Private Client,
Portfolio Manager, Sr. Investment Advisor
Also a Certified Financial Planner as well as a Certified Investment Manager, Scott is a Fellow of the Canadian Securities Institute. Graduating with a Bachelor of Commerce from the University of Alberta, Scott draws on 18 years experience in the Financial Services industry. Scott holds an AIF designation.
Jim Hartsook, Investment Advisor
Joining the Starratt Team after 26 years with CIBC, Jim has risen to the challenge of wealth management and focuses entirely on investment portfolios, helping clients in the Bow Valley to achieve their personal financial goals. Earning the prestigious 'Chairman's Award' and a number of 'Achiever Awards' at a major Canadian financial institution, Jim is a Personal Financial Planner and a Fellow of the Institute of Canadian Bankers.
Brenda Merriam, Administrative Assistant
Brenda was born in Vancouver, British Columbia. She entered the Financial Services industry in 1984 at CIBC, where she had been a Financial Service Associate for over 7 years. Brenda has significant experience with many banking and financial issues and looks forward to helping our clients. In addition to many courses taken through the Institute of Canadian Bankers, Brenda is currently working towards her Canadian Securities Course and the Conduct and Practices Handbook.
Shelley Ehman, Associate
Shelley was born in Saskatchewan and grew up on the family farm in Holdfast, SK. Shelley joined The Starratt Team in September 2009 from TD Waterhouse PIA, where she was employed for the past 7 ½ years. She has been in the investment industry for 20 years working at firms in Saskatchewan and Alberta. She has completed her Canadian Securities Course and Conduct and Practices Handbook. Shelley's many years of experience and industry knowledge will be of benefit to clients as she is licensed to enter and accept orders on your behalf.