Kayla Ferreira, B.Sc, CFP^®, CIM^®

Location
Edmonton, Alberta

“I thrive in professional cultures that define success by the quality of advice given, rather than by the revenue generated.”

With diverse experience across wealth management, I come to my role with a broad perspective on the industry. Having lived in four cities across three continents, I also appreciate a breadth of viewpoints, which I bring to my interactions with clients.

Holding a Bachelor of Science from the University of Calgary, I bring a passion for conducting research and technical analysis to my work. I stumbled into the world of finance in 2013 and, despite the different subject matter, found the same richness of data and boundless opportunities to learn, with the bonus of doing work that centers on building quality relationships.

I began my career with a major Canadian insurer and mutual fund provider. In my different roles, including as an investment fund wholesaler and business development manager, I spent years training, educating, and consulting with hundreds of advisors on building and optimizing their own wealth management practices. As I completed my CERTIFIED FINANCIAL PLANNER (CFP^®) and Chartered Investment Manager (CIM^®) designations, I hungered to work more closely with clients. My advisor partnerships gave me a passion for teaching and helping others reach their goals, which I bring to my work in private wealth.

As a Private Wealth Associate, I support our Private Wealth Advisors in the provision of customized investment and financial planning advice to CWB Wealth clients. Some days I’m behind the scenes, analyzing portfolios or assisting with institutional investment policy updates. Others are spent in front of clients alongside our advisors, supporting portfolio reviews and the delivery of financial plans. Wherever I am, I constantly strive to build my knowledge and experience in service to our clients.