Orest Fialka, CFA, P.Geo

Location
Edmonton, Alberta

“To say I’m an extrovert is probably an understatement. I’m energized by engaging with different types of clients – no one person is the same.”

After working for a few years as an exploration geologist, I followed my growing interest in investments and transitioned to the investment management industry in the early 1990s. This world ignited my passion for learning.

I started my investing career as an Investment Advisor and Planner for individuals, then moved on to become a stockbroker which further fuelled my passion to learn. Next, I transitioned to the role of Research Analyst and Portfolio Manager at a large Alberta-based pension fund, where I also earned my Chartered Financial Analyst (CFA^®) designation. Working in a pension fund environment helped me develop my analytical skills, understand the value of teamwork, and gain valuable exposure to the many facets of the investment industry.

Having started as a client-facing investment advisor, then turning to a market-facing research and portfolio management role and back to my current client-facing role at CWB Wealth has given me a unique, full-circle view of the industry. The foundational knowledge gained from honing a detailed analytical perspective of the fundamentals, and of the psychology of investing itself, has been paramount in helping me guide clients in achieving their goals. This entails creating tailored investment portfolios, avoiding common mistakes, and focusing on what’s important to them and their families through all timelines.