Certified Financial Planner/Managing Director

A Founding Partner and Managing Director at Bear Street Financial Group, Mike has been with the team for six years, and has over twenty years of private wealth management and insurance experience, dating back to 2001.

Life Insurance/Managing Director

A founding partner and Managing DIrector at Bear Street Financial Group. Carsten has been helping the Bow Valley Community with their Life Insurance needs since 1992. An expert in his field with a goal to enlighten his clients with the importance of protecting their wealth

Client Services Associate

With two decades of experience in private wealth management and insurance services, Arlene is instrumentally involved with all aspects of the management and operation of Bear Street Financial Group, including client communications, as well as the financial management and insurance divisions of the firm.

Group Benefits Administrator

Our Group Benefits expert, Kella is directly responsible for servicing our group insurance clients, where she manages a wide variety of responsibilities including policy renewals, quote issuance, plan setups, and providing ongoing assistance to group plan administrators and employees.