Meet Our Team

Ingrid M. van Dolder-Frigon - CFP, EPC

Co-Branch Manager
Certified Financial Planner

Phone: 780.328.2562 ext 102
Fax: 780.328.2568 

Ingrid van Dolder-Frigon is the CO-BRANCH MANAGER and a CERTIFIED FINANCIAL PLANNER with an Elder Planning Counselor (EPC) designation from the Canadian Initiative for Elder Planning Studies (CIEPS). She is also a Commissioner for Oaths for the Province of Alberta. Ingrid is dedicated to being the primary contact for our branch compliance and trade supervision as well as being an integral part of the financial planning process.

She works in conjunction with our team of CERTIFIED FINANCIAL PLANNERs and legal, accounting and estate planning professionals, to meet the needs of high-net worth individuals, successful professionals, business owners and retirees who are serious about their financial future. Her experience in Elder Planning Studies gives her additional ability to assist elderly clients deal with their specialized needs.

Ingrid understands that alongside your written financial plan, there should be a trusting relationship with a competent and caring team of professionals who will always place your needs first. Twenty years as a small business owner and experience in the Wealth Management industry since 1994 has given Ingrid a wealth of knowledge and experience to share. Her genuine interest in people is evidenced by over 35 years of devotion to volunteer leadership in education, arts, sports and community institutions and organizations.

Clients appreciate her enthusiasm and dedication to providing exceptional service at all times.

CFP® Certified

Elder Planning Counselor EPC ™

  

Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.