Monty Souther, PFP®, CFP®

Born and raised in a small town in Saskatchewan has taught me the value of hard work and helping others. I moved to Calgary in 1999 to pursue opportunities in the financial sector and have spent the past 7+ years in the financial planning industry. My diverse background allows to me connect with my clients and relate to them on a personal level. It also helps me to be able to provide tailored financial advice based on my clients unique situation and ensures they reach their goals. I have completed my CSC®, PFP®, QAFP® and most recently, my CFP®. Education is very important to me and I look forward to continuing to enhance my financial knowledge. I have been married for over 20 years to wife Rocio and we have 2 beautiful daughters together Mariana and Isabella. When not working, we enjoy travelling to Mexico and exploring the off-beaten paths of my wife’s home country. We have a dog Ollie who is a Maltese and a very important part of our family.