The Team

Together Everyone Achieves More (T.E.A.M.) is the driving principle behind how we serve clients. We collaborate with internal and external team members to optimize client outcomes.

Calgary Asset Management

Andrew H. Ruhland CFP, CIM
Wealth Management Advisor
President and Founder, Integrated Wealth Management Inc.
In late 2008, Andrew embarked on the current leg of his professional vocation where he and his clients enjoy greater independence, effective investment RISK CONTROLS, lower administrative complexity resulting in lower costs to clients, and the ability to communicate candidly and frankly about the risks and opportunities in our daunting economic environment.

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Calgary Asset Management

Randy Balkenstein, CSC, HR Mgmt Cert
Wealth Management Advisor
Randy Balkenstein was raised in Calgary and recently graduated with a Human Resource Management Certificate from the University of Calgary. A 26 year veteran Investment Advisor with an idealistic streak, he resigned his licensing and professional designations after failing to find an independent investment dealer that both shared his belief in the future of algorithmic driven investment processes and also was supportive …

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Janet Bullard RN,MN,CHPCA(c),CSA
Proactive Health Advisor
Janet Bullard was raised in Calgary and graduated with a Bachelor in Nursing in 1982 from the University of Calgary. Since then Janet has worked with patients of all ages in the community, acute care hospitals and hospice in Calgary. Janet’s focus and passion has been in working with seniors and families dealing with end of life illnesses.

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Robert McCullagh, CFP, CLU, RHU
Insurance Specialist
Robert started his career in the financial services industry with the Royal Bank over 20 years ago. He joined Prudential of England as a life agent in 1989, where he developed the skills of financial planning and built a clientele for the next ten years. In 1999 Robert became an independent broker with Benefit Planners and has a successful practice of business owners and individual clients.

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