Brody Valette, BS

Location
Calgary, Alberta

“For me, exceptional client service means going above and beyond my clients’ expectations to give them what they need.” 

New to the firm in 2022, I quickly came to understand the importance of maintaining trusted relationships and asking deeper questions to ensure our clients are fully satisfied with the services they receive. Whether it’s a phone call or in-person meeting, I always look forward to connecting with our clients, hearing about the adventures in their daily lives and focusing on business matters. Helping them with trade orders, moving money, foreign exchange transactions, transfers, contribution and withdrawals as well as maintaining up-to-date documentation are some of the ways I support them.

Prior to joining CWB, I worked on income statements, cash flow and balance sheets on a day-to-day basis as an intern in the healthcare sector. I then worked in the education sector, providing basic financial assistance with student loans, disbursement schedules and budgeting. These roles provided a foundation for the knowledge that I continuously build on. To further my skills, I’m currently enrolled in the Wealth Management Essentials course. I also hold a Bachelor of Science degree from Rochester Institute of Technology, where I studied Finance and Management Information System.