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Clarity Wealth Counsel

  • Phone: 780-418-6900
  • Email: info@claritywc.ca
  • Email: aron@claritywc.ca
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  3. Our Team

Our Team

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Aron Egey-Samu, CFP, CIM, Portfolio Manager

PARTNER

780-418-6900
aron@claritywc.ca

Aron has been recommending advanced Investment, Tax & Estate strategies for business owners and select families in Alberta since 2003. His disciplined investment approach and professionalism has earned him a reputation for being financially astute and client-focused.  His clients appreciate the valuable advice and regular meetings provided to review their financial progress.  

He has an advanced offering which is a rare combination of TRI-LICENSING. This is in the form of his Securities License (ability to trade stocks, bonds, mutual funds, exchange traded funds, alternative investments, etc), his Options License (ability to trade financial options) as well his Life/A&S License (ability to recommend and implement proper types and amounts of life/health insurance). He has also been granted his Portfolio Manager registration.

He believes in continually improving his knowledge through education and has earned the following professional designations:
 
CERTIFIED FINANCIAL PLANNER (CFP) designation as governed by the Financial Planning Standards Council of Canada.  A CFP Practitioner is one of the most respected financial planning designations in the profession and requires adherence to a strict code of ethics that mandates each CFP Professional act as a fiduciary in every relationship. 

CHARTERED INVESTMENT MANAGER (CIM) is granted by the Canadian Securities Institute. It is our client's assurance that Aron possesses the knowledge, skills, and  tools necessary to evaluate and manage the most complex aspects of a client's investment portfolio.

  

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Sonia Egey-Samu, PFP, CIM, Fellow of Canadian Securities Institute

PARTNER

780-418-6900
sonia@claritywc.ca

Sonia Egey-Samu has been recognized as one of Canada’s top and leading Investment Advisors. She has extensive experience advising Alberta business owners and high net worth families since 2003. She has earned and maintained her Chartered Investment Manager (CIM®), as well as Personal Financial Planner (PFP®) designations. She is also named a Fellow of the Canadian Securities Institute. The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honor in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.

For the last fourteen years, Sonia's primary focus has been specializing in Tax Efficient Wealth Plans for select families and business owners. She has worked closely with clients seeking optimal structuring of retirement/business assets, as well as detailed income planning for maximum tax efficiency. She works closely with specialized Tax & Legal professionals to implement advanced strategies as well.

She has volunteered with Alberta's Junior Achievement, Glenrose Hospital Foundation Committee, is an active member of the St. Albert Chamber, and Alberta Women Entrepenurs Peerspark Alumni. A passionate family woman, Sonia lives and works in St. Albert with her husband, daughter and Nanny.

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  • 10 Carleton Drive Suite 40A , St. Albert, Alberta Canada
  • Phone: 780-418-6900
  • Email:clientservice@claritywc.ca
  • Email: aegeysamu@alignedcp.com

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