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About Us

Mountain Ridge

Meet Our Team

Our three portfolio managers each have more than 20 years experience offering financial advice. Combined with our qualified supporting staff, we are able to provide an array of services.

Diverse Qualifications

Our experience is backed by the industry's most recognized credentials. We have a Chartered Accountant and Chartered Financial Analyst staff, in additional to holding financial planning credentials.

Investments Managed

$400 million+

Our team

2 offices,  15 team members

Leadership Team

Staff PortraitMike Brintnell

Mike Brintnell

,
FCSI, CIM
Portfolio Manager

Michael Brintnell is a Portfolio Manager with Clear Sky Private Wealth.

Michael started in the securities industry in 1994 with Nesbitt Burns. His first exposure to the capital markets was working in the discretionary portfolio management space. In 1999 he transitioned to the planning side of the business. From 1999 to 2012, he was responsible for managing the investment portfolios for the clients of Strategic Financial Concepts Inc (SFCI).

In 2012, he joined Morrison & Partners and returned to the discretionary portfolio management world. Since that time, he has been managing the Edmonton office and servicing clients across the country. Michael currently is a Fellow of the Canadian Securities Institute (FCSI) and holds the Chartered Investment Manager (CIM) designation.

Staff PortraitJay DeBoice

Jay DeBoice

,
CIM
Portfolio Manager

Jay, Co-founder and partner of Clear Sky Private Wealth since its launch in 2020 is an integral part of the growth and success of the firm.  He is passionate about his clients and seeing them through all stages of their life.

Jay has been in the industry since 2004, starting off as a licensed assistant after graduating from the University of Calgary (BComm, Finance).  He has gone on to become a licensed Discretionary Portfolio Manager in 2014 and holds his CIM designation.

Born and raised in Calgary, Jay and his wife Stephanie have solid roots in the community.  Away from the office Jay is a passionate sports fan, enjoys golfing, and him and his wife enjoy great food and wine and spending time with their Golden Retriever Ruby.

Having a holistic view of his clients and their individual situations, Jay and the team help  with financial planning, insurance, tax, wealth management, and estate planning.  Jay takes pride in making sure that his clients reach their many goals.

Staff PortraitSteve Ambeault

Steve Ambeault

,
CFA, CPA, CA, FCSI, CFP, CFDS, CIM, FMA
Portfolio Manager
Financial Planner
Insurance Advisor, iA Private Wealth Insurance, iA Private Wealth

Steve is a Chartered Professional Accountant and Certified Financial Planner who focuses on retirement projections and tax planning for clients and their corporations, as well as estates and trusts.

Steve’s career started in accounting, including a time specializing in tax at KPMG LLP, a “big four” accounting firm, but eventually shifted to become an investment advisor at CIBC Wood Gundy after witnessing the fallout of the dot-com bubble and the impacts to family retirement plans.  Experiences like guiding clients through the 2008 financial crisis have reinforced a focus on risk management as an important part of the overall financial planning process.

Minimizing lifetime taxes through efficient savings, accurate retirement decumulation, and recognizing everyone’s unique circumstances, Steve can help clients navigate the complex financial decisions they face.

Steve holds the following professional credentials

  • CPA, CA (Chartered Professional Account, Chartered Accountant)
  • CFP (Certified Financial Planner)
  • CFA (Chartered Financial Analyst)
  • FCSI (Fellow of the Canadian Securities Institute)
  • CFDS (Chartered Financial Divorce Specialist)
  • CIM (Chartered Investment Manager)
  • FMA (Financial Management Advisor)
Staff PortraitKevin Haakensen

Kevin Haakensen

,
CIM, FMA, FCSI, CFA
Portfolio Manager
Insurance Advisor, iA Private Wealth Insurance, iA Private Wealth

Kevin is a Portfolio Manager with Clear Sky Private Wealth and helps steer the estate and insurance planning division.

Kevin has been in the industry since 1997 and has a diverse experience in cutting edge tax and insurance structuring, venture stage company investment, personal and corporate planning and Portfolio Management with a focus on alternative asset strategies to diversify portfolios and tame market volatility.  His penchant for problem solving and helping people succeed were two of the motivators that steered him towards this profession 25 years ago and are still what drives him today.  He has been recognized by Wealth Professional magazine four times as a Top 50 advisor in Canada from 2017 to 2020 as well being named the Portfolio Discretionary Manager of the Year in 2020.  

Kevin was raised on a farm and ranch in South Western Saskatchewan and outside of the office loves spending time exploring the great outdoors with his spouse and young daughter, many types of fitness, “chefing” a nice meal, and can be talked into the odd round of golf.

Kevin Holds the following credentials:

· B.Comm.: Bachelor of Commerce with Great Distinction honors in Finance and Marketing

· CFA: Chartered Financial Analyst

· CIM: Chartered Investment Manager

· FMA: Financial Management Advisor

· FCSI: Fellow of the Canadian Institute

Staff PortraitBoda Bouhamdan

Boda Bouhamdan

,
PFP
Insurance Advisor (Insurance services provided through 2007915 Alberta Ltd.)

Boda is a professional insurance advisor who has been helping families and businesses plan for their financial security since 2006. After seeing what an unexpected disability had done to the family business he grew up in, he decided to launch his insurance career to help others. He now specializes in insurance planning for self-employed Albertans.

Alberta has a dynamic business culture. According to the Global Entrepreneurship Monitor, its level of entrepreneurship is 50% higher than the rest of Canada, and highest in the country. Many Alberta entrepreneurs are owners-operators, whose small businesses depend on their active involvement to thrive. This is why protecting them is so crucial.

Over the last 13 years, Boda has focused his work on helping Alberta small business owners to creatively structure insurance plans that protect their financial lifestyle and the businesses they have worked so hard to build.

Understanding that every business is unique, and every owner’s insurance knowledge is different, Boda provides an individualised approach to planning backed by his passion to educate and empower. He creates financial plans tailored to each client’s specific needs, while providing them with an in-depth understanding of their policy.

He emphasizes effective insurance planning and customized creative solutions to protect against uncontrollable financial risks, while providing a simplified tax efficient strategy. He is one of the few advisors in Alberta focused on living benefits and wealth transfer solutions, and his areas of practice are life insurance, disability insurance and critical illness insurance.

Staff PortraitRen Liao

Ren Liao

,
CFA, MBA, BEng
Associate Portfolio Manager

Ren is a CFA charterholder, who focuses on investment analysis (stock selection, new issues, ETFs, hedge & mutual funds recommendation) and portfolio management.

Ren started his career as a semiconductor design engineer upon graduating with a bachelor’s in electrical & computers engineering from the University of Toronto. Ren has always had an interest in investing and the financial markets, and after obtaining his MBA from the University of Oxford he decided to pursue his passion to work in the asset management industry.

With experiences on both the sell-side and buy-side of finance, Ren is well equipped to help clients manage their portfolios through the volatilities of the markets.

Our Support Team

Staff Portrait

Erin Chester

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Administrative Assistant

Erin is an administrative assistant in our Edmonton office.

Staff Portrait

Preston Lewsaw

,
Administrative Assistant

Preston is an administrative assistant in our Calgary office.

Staff Portrait

Jamie Sikorski

,
Associate Investment Advisor

Jamie is a licensed administrative assistant in our Calgary office and is also life insurance licensed.

Staff Portrait

Ria Sidhu

,
BBA
Administrative Assistant

Ria is an administrative assistant in the Edmonton office. Ria graduated from NAIT with a Bachelor of Business administration.

Staff Portrait

Mitchel MacDonald

,
BCom
Financial Planning Assistant

Mitchel assists Steve Ambeault with financial planning, bookkeeping, and tax preparation. Mitchel graduated from Grant MacEwan University with a Bachelor of Commerce.

Staff Portrait

Chelsea Ashton

,
CPA, CA
Financial Planning Assistant

Chelsea assists Steve Ambeault and Mitchel MacDonald with personal, corporate, and trust tax returns, in addition to overseeing the bookkeeping services and financial projections. Chelsea graduated from the University of Saskatchewan in 2005, and went on to complete her Chartered Accountant designation in 2007.

Staff Portrait

Lyle Harvey

,
BSc
Financial Planning Assistant

Lyle assists Steve Ambeault with financial projections, bookkeeping and tax preparation from our Calgary office. Prior to joining Clear Sky Private Wealth, he worked as a staff accountant for an international accounting firm. Lyle holds a Bachelor of Science degree from McGill University.

Staff Portrait

Kalin Brintnell

,
Financial Planning Assistant

Kalin is currently pursuing a Bachelor of Commerce degree at Grant MacEwan University and works on a part-time basis assisting Steve Ambeault with bookkeeping and financial planning.

Staff Portrait

Nick Ambeault

,
Financial Planning Assistant

Nick works full time helping Steve Ambeault and Chelsea Ashton with bookkeeping. His plan is to attend Business school in the fall.

Staff Portrait

Charu Brintnell

,
Event Planner
email

Charu is a part time administrative assistant who specializes in planning client events and charitable giving programs.

Staff Portrait

Lyndsay Conrad

,
email

Lyndsay is a part time administrative assistant who provides assistance with operational matters.

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