Meet Our Team
Our four portfolio managers each have more than 20 years' experience offering financial advice. Combined with our qualified support staff, we are able to provide an array of services.
Our experience is backed by the industry's most recognized credentials. You can count on the knowledge of Chartered Professional Accountants, Chartered Financial Analysts and Certified Financial Planners to meet your individual needs.
2 offices, 15 team members
Kevin is a partner of Clear Sky Private Wealth, and a Portfolio Manager with iA Private Wealth with in our Calgary office.
Kevin joined the Clear Sky Private Wealth team as a partner in 2022. He helps steer the estate and insurance planning division.
Kevin has been in the industry since 1997 and has 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 with several industry awards as well being named the Portfolio Discretionary Manager of the Year in 2020 by Wealth Professional magazine.
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 Securities Institute
Mike is a partner of Clear Sky Private Wealth, and a Portfolio Manager with iA Private Wealth with in our Calgary office.
Mike 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.
Jay is a partner of Clear Sky Private Wealth, and a Portfolio Manager with iA Private Wealth with in our Calgary office.
in Clear Sky Private Wealth 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 became 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 and enjoys golfing. He and his wife enjoy great food and wine, as well as spending time with their Golden Retrievers Ruby & Whiskey.
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.
Steve is a partner of Clear Sky Private Wealth, and a Portfolio Manager with iA Private Wealth, as well as a Chartered Professional Accountant and CERTIFIED FINANCIAL PLANNER® professional. Steve 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. He became 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.
In his spare time Steve enjoys outdoor pursuits in the mountains, golfing, working out and spending time with his wife Lyndsay and their four children.
Steve holds the following 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)
- TEP (Trust and Estate Practitioner)
- CLU® (Chartered Life Underwriter)
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.
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 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 insurance 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.
*Insurance products and services are offered through 2007915 Alberta Ltd. , an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.