You have dreams. We have the expertise to help make them a reality.
At Elder & Punko Wealth Advisors of RBC Dominion Securities, we deliver tailored wealth management solutions, combining deep expertise with personalized strategies to help grow and protect your financial future. Our commitment to transparency and disciplined investing helps ensure your unique goals are met with confidence. Backed by RBC's global resources and specialists, we provide sophisticated investment management, retirement planning, and legacy solutions. Your prosperity is our priority—partner with us to navigate your financial journey with clarity and success.
Professionals at your service
Leaning on experience and industry accreditations, our team helps bring financial peace of mind to clients like you.
It all starts with you.
Our personal approach and personalized services centre on you and begin with getting to know you, your needs and your goals.
What we do
Elder and Punko Wealth Advisors is proud to work with a small and select group of affluent families that value a trusted relationship with their financial advisor. Many of our client relationships span first, second and even third generations—and we're honoured to work with them.
While our team is based in Medicine Hat, we work with clients and their families across Canada from a diverse range of backgrounds, including:
- Farmers and ranchers
- Business owners
- Medical professionals – including doctors, dentists, and other specialists
- Business professionals – including accountants and lawyers
- Executives and senior managers
- Retirees
How we do it
The Elder and Punko Wealth Advisors team is committed to upholding the highest standards for ethical and professional practice in the investment industry.
As a Chartered Financial Analyst (CFA), Nick is bound by the CFA Institute's Code of Ethics and Standards of Professional Conduct, and supports the CFA Statement of Investor Rights.
As a Chartered Investment Manager (CIM), Craig is bound by a fiduciary duty to clients and a higher professional standard.
For both Nick and Craig, clients' priorities come before all else.
CFA Statement of Investor Rights
Why Hire a CFA Charterholder to Manage Your Wealth?
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.