Wealth Management Contacts

Jaspal S. Mundi, B Comm, CFP

Branch Manager Certified Financial Planner, attained his Bachelor of Commerce degree from the University of Alberta. Since entering the financial services industry in 1996, Jaspal has dedicated himself to providing the finest in service and advice. He has served as an Executive Member of the Edmonton chapter of Advocis, the Financial Advisors Association of Canada, of which he continues to be a member. Jaspal brings each meeting a sense of stewardship and concern for his clients' well-being. He also spends his spare time instructing Karate at Yoshinkan Karate in Old Strathcona.
Phone: 780 732 1462
Email: jaspal.mundi@morgex.com

Reg Prandle, CFP

Is a Certified Financial Planner and has over 20 years experience in managerial roles with internationally renowned companies. Since entering the financial services sector in 1997, Reg has dedicated himself to providing the finest in service and advice for his clients. He understands that his clients require a trusting, professionals and lasting relationship, one in which his client's needs are always placed first. Reg's practice is focused on higher net worth individuals, professionals, business owners and others who are serious about achieving their financial goals. He is dedicated to continuing education and sees it as a responsibility to his clients to provide quality, up to date advice by continually enhancing his knowledge in all disciplines of financial planning.
Phone: 780 732 1463
Email: reg.prandle@morgex.com

Ingrid van Dolder-Frigon CFP

Works in conjunction with legal and accounting professionals to create an overall picture for her clients. Her commitment to the financial services industry brings her to serve as Program Chair if Advocis Edmonton and she was Vice-President of the former Canadian Association Financial Planners (Northern Alberta Chapter), is a member of the Financial Planners Standards Council of Canada and a Commissioner for Oaths for the Province of Alberta. Ingrid understands that alongside your financial planning, there should be a trusting relationship with a competent and caring professional who places your needs first.
Phone: 780 732 1461
Email: ingrid.vandolder-frigon@morgex.com

R. Donald Wilson, B.Sc., CA

Graduated from Arizona State University in 1971 with a Bachelor of Science with an Accounting major. He articles with Deloitte, Haskins and Sells, attaining his Chartered Accountant certificate in 1974. After managing a Lawn and Garden distributorship for over 20 years, Don became a financial consultant in 1995. He is married and they have two children, Leah and Stuart.
Phone: 780 732 1464
Email: rd.wilson@morgex.com

John Yeboah, B.Sc., B.Comm.

Is a dedicated, amicable and caring individual building and conserving wealth for clients through a disciplined integrated approach by linking with other professionals such as accountants and lawyers. Prior to entering the financial services industry, John achieved a Bachelor of Science from Brandon University in Manitoba and a Bachelor of Commerce from the University of Alberta. He Has been involved as a volunteer in community organizations, and he currently serves as leader in a Bible Study and Prayer group in his church.
Phone: 780 732 1465
Email: john.yeboah@morgex.com

Sharon Henson

Works hard to ensure that every client receives the highest level of care when it comes to any issues regarding their financial plan and all the services we provide. Clients appreciate her enthusiasm and dedication to providing exceptional service at all times. In her spare time she is a dog trainer, specializing in ability and flyball.
Phone: 780 732 1466
Email: sharonhenson@morgex.com