Our Team

My career as a wealth advisor spans close to four decades.

I am committed to delivering personalized financial strategies and guiding all kinds of people who are the mom-and-pop next door or high-net-worth individuals who want to preserve or transfer their wealth.

Outside of work, I’m an avid tennis player and golfer. I’m a father of three grown children and a

husband to Verna, my incredible ally, for almost four decades.

I attended the University of Calgary and the University of Nice in France. At nine years of age, I

discovered the bagpipes and was inspired to learn to play. I continue today as a Pipe Corporal

with the Calgary Police Service Pipe Band. I proudly suit up with a kilt, bagpipes and all the regalia with fellow pipers who play at official events throughout the city, Canada and internationally.

Common sense and well-being on and off work hours.

Katlyn has a knack for adding a pleasing warmth to every interaction. Clients benefit from her care. She tends to the front end of each interaction to reinforce confidence and

to ensure the relationship stands the test of time. In a long-range investment strategy, time is essential.

Katlyn is an associate at Whitehouse Wealth Management who reciprocates client trust with positive energy that puts others at ease.

Katlyn carries herself with a rare blend of youthful enthusiasm and timeless grace. She

is a testament to the fact that age is not a determinant of one's character or values. Her old-fashioned sensibilities serve as a refreshing reminder that certain virtues – like

honoring a promise and showing thoughtfulness with good manners - never go out of style.

When not at work, Katlyn is energized by her happy place – weight training at the gym. Her generation is sometimes stereotyped for self-indulgence, but Katlyn pays no

attention to it. She is fuelled by routine, authenticity, and simplicity. She’s a foodie, with her health as a focus. But she knows that mealtimes are an opportunity for social connection, and so she creates moments for genuine conversations as the hostess and chef, serving scratch-made meals with friends.

Seriously fixated, with a secret side

Fernando Ponce is a guy whose serious game face at work seems fitting for his fixation with portfolio management in service to his clients.

He can easily spend time deep in data, processing trends and crafting sound strategies tailored to each client's goals. But he has a secret side.  “We believe in working to live and not living to work,” he says. All clients bring a financial objective. But he also gets behind their mission to transform their dollars into a freedom plan for fun. Weekends of escape. A comfortable retirement. Travel. Family. That is what matters.

Simple pleasures are the most valuable part of life, observes Fernando. And so, he’s driven to help his clients protect them through smart investing.

“We’re trying to achieve their common goals and we’re not just taking ourselves too seriously all the time,” he says. Although the hours of his workday days fly by immersed in client portfolios, he’s happy to unplug and escape down a highway, hang out in nature, or flop in front of a movie

he’s watched a dozen times before. The serious side always gets a break with his family and closest friends. 

Fernando is a Discretionary Portfolio Manager and Chartered Investment Manager (CIM) with a Bachelor’s degree in Economics from the University of Calgary with 7 years of investment industry experience.

He brings an energetic dimension to client relationships and personal knowledge to his role – plus the irreplaceable substance of decades of expertise passed on from mentoring by veteran advisor James Whitehouse.

Marketing Associate

Investing is made uncomplicated with clear facts, and thanks to Logan Johnson’s knack for explaining the process in simple terms to clients. Clients feel peace of mind getting answers about their account, and confident growing their understanding about their retirement. Tasked with marketing and customer care at Whitehouse Wealth Management, clients benefit from seeing a clear picture of their wealth. The client-and-advisor relationship flourishes from the open lines of communication initiated by the regular contact through marketing.

“They can feel in control of their future and plan their lives,” said Logan.

In the role of associate, his main function is connecting with information to provide an uncommon foundation of care to clients. They get answers to their questions proactively and know that they are valued on a personal level, he said. Teamwork, and fuelling a collective performance are key motivations for Logan outside of work. He’s passionate about sports and was awarded MVP for the rugby team at Mount Royal University, where he also studies, and where he has maintained academic excellence, remaining on the dean’s honour roll for all the years he’s attended. Logan enthusiastically covers his position, but he is also the type of guy whose contribution exceeds the role from his personal energy. He is not satisfied with only completing the tasks assigned to him. His high-energy presence is infectious and

inspires others. And even though remote working has become the norm elsewhere, Logan is grateful for the chance to share space with team that works 100% in person. “Every interaction is face-to-face, and as a result, we are a more effective group,” he said.