Your partner in personalized, full-service wealth management

With over 10 years of experience as a financial professional, Robin Oxley supports clients in all areas of financial planning, including investments, tax planning, estate planning, insurance, retirement planning, and mortgages. His interest in the field began early in life when a trusted advisor taught him the importance of budgeting, saving, and long-term planning. Those lessons helped him build stability during his years in the oil and gas industry and ultimately inspired the disciplined, client-focused approach he brings to his work today.

Robin is dedicated to making complex decisions easier to understand and designing personalized strategies that give clients confidence about their future. He believes in taking a long-term view, building structured plans, and offering thoughtful guidance that aligns with each client’s goals. His steady communication and relationship-focused style have contributed to his continued growth and recognition within the industry.

Outside of work, Robin enjoys staying active and exploring new experiences, whether travelling, spending time outdoors, or pursuing creative interests. He values balance, curiosity, and personal growth, and brings that same mindset to the clients he supports.

Kristin brings over 20 years of experience in customer service, leadership, and business growth to her role in financial services. She began her career in hospitality, where she developed a strong appreciation for people and service that continues to guide her work.

Her background includes managing a medical clinic, teaching at SAIT, building academic programs, launching a travel business, and supporting organizations in marketing, client service, and HR. These experiences have strengthened her ability to listen, problem-solve, and deliver exceptional client experiences.

Kristin is committed to supporting both clients and colleagues with integrity, care, and attention to detail, helping build a strong foundation for long-term financial success.

Alan Kovacevic brings a detail-oriented and analytical approach to financial planning, supported by a background in policy studies, finance, and accounting. Originally from Calgary, he has gained experience in wealth management through his work with IG Wealth Management, progressing from intern to associate consultant while continuing his studies at Mount Royal University.

Alan has long been interested in financial planning and enjoys using technology to improve how financial strategies are built and delivered. Outside of work, he spends his time playing guitar, producing music, cooking, following Formula 1, and collecting vinyl records.

Ryan Moroney is a Portfolio Manager at Optimize who helps clients align their investments with long-term goals. He believes portfolio management is more than asset allocation — it’s about providing steady guidance, clear communication, and high-quality support through each financial decision.

Problem-solving has always come naturally to Ryan; it’s what drew him to financial services. He finds purpose in tackling complex challenges and designing personalized strategies with advisors, while witnessing clients gain clarity and confidence along the way. 

When he’s not working, Ryan recharges by travelling and attending live music events. These experiences help him maintain a balanced life full of diverse perspectives.