Investment Advisor - Offering investment advice and products as LGK Investments of Aligned Capital Partners Inc.
Gary has worked in the financial services industry for over 25 years, holding a variety of mutual fund positions within the banking industry. In 2014, he began work as an advisor assisting clients with their investment and insurance needs. Gary works alongside his wife Lexy whom he married in 2007.
Lexy has worked in the Stroud Agencies Limited
office since 1999. She originally began as an administrative assistant for her first few years, then she successfully completed her Life Insurance and Mutual Fund qualification courses. In 2001, she began working with clients in the areas of insurance and investments. Soon after, she created LGK Wealth Management Inc. Lexy now has a very successful business where she works with clients to offer many financial and insurance solutions through LGK Wealth Management Inc.
Fred has worked in the wealth management and estate planning business for over 50 years. He began in the business working with clients in rural Alberta. The growth of business spilled over to larger areas and in the late 80's Fred moved the Managing General Agency to Edmonton. Over the last 50 years, Fred has advised many families, corporate owners as well as high net worth clients. Fred is now helping plan retirement for his clients including many of his original clients.
Sonja Tkachuk brings to Stroud Agencies Ltd. more than 26 years of Executive Assistant and Office Management experience. Sonja was also a principle in three small business ventures which she helped found. Sonja is also an appointed Commissioner for Oaths in and for Alberta. She is fluently bilingual in English and German and proficient in Spanish. A native Albertan, born and raised in Calgary, and after many years abroad, Sonja now resides in Edmonton with her husband David.
Licensed Assistant - LGK Investments of Aligned Capital Partners Inc.
Jennifer joined the team in May 2017. She has over 15 years of customer service and administration experience obtained from her time working in the financial, advertising and retail industries. Jennifer is a family oriented, problem solver who strives to learn and laugh daily.
Administrative Assistant - LGK Investments of Aligned Capital Partners Inc.
Brandy joined our team in June of 2014 as an Administrative Assistant to Gary & Lexy Koss. Brandy strives to provide exceptional service to our advisors and clients. She has over 15 years of administrative experience, is highly organized and pays attention to the smallest of details. Her knowledge and experience are a great asset to our team.
Administrative Assistant - LGK Investments of Aligned Capital Partners Inc.
Anh began working with LGK Investments of Aligned Capital Partners Inc. in October 2021 as a Research & Marketing Assistant. Anh has more than 5 years of customer service, administration, and research experience obtained through working in the banking, insurance, and investment industry. Anh successfully earned a master’s degree in Finance from the University of Stirling, Scotland. Anh’s passion for research and her knowledge are an excellent asset to our team.
Beverly has been an administrator at Stroud Agencies Ltd. since February 1999. She has extensive experience with administration of both life insurance and segregated fund investments. Beverly strives to offer excellent service to the advisors and customers with whom she deals. Beverly is married to Geoffrey, a teacher with Edmonton Public Schools, and they share two lovely children.
Administrative Assistant - LGK Wealth Management Inc.
Amanda is an Administrative Assistant to Lexy Koss. She began working in the office in 2013, left for a short period of time to raise a family and returned as of February 2017. Amanda has more than 15 years administrative experience that has come from working for a regulatory organization as well as in the financial services industry. Amanda prides herself in offering excellent service to the advisors and clients she deals with.
Tina’s main function is Data Asset Management for Stroud Agencies Ltd and has been with us since 2015. Over the years, she has honed her Administrative, Computer and Customer Relations skills having worked in the Moving and Utilities Industries throughout her career. She prides herself in offering excellent service to the advisors and clients that she deals with.
Receptionist/Administrative Assistant - LGK Wealth Management Inc.
Gail is the cheerful voice behind the phone at LGK Wealth Management Inc. She joined our team in January 2022 as an Administrative Assistant and Receptionist. She has varied administrative experience and is committed to providing a welcoming environment for our clients. In her free time, Gail enjoys spending time with her family and dogs, and taking nature walks with her friends.
Valerie is our Insurance Assistant and began working with LGK Wealth Management in November 2022. Valerie has more than 7 years of insurance, retirement planning and customer service experience obtained working in the banking, insurance, and investment industry outside of Canada. Valerie values kindness and believes a smile can go a long way!
Administrative Assistant - LGK Wealth Management Inc.
Leslie joined our team in January 2023 as an Assistant to Lexy Koss. She has over ten years experience in customer service and administration in both the financial sector and retail sales. She is committed to providing excellent service to the advisors and clients with whom she deals.
Shasta joined our office in November 2023 as an Administrative Assistant. Shasta brings 20 years of office management and client satisfaction experience to our team. She is dedicated to providing positive client support and is happiest when being helpful.
Administrative Assistant - LGK Wealth Management Inc.
Margaret has been with LGK Wealth Management Ltd since February 2023 as Administrative Assistant to Lexy Koss. She brings over 18 years of excellent Customer Service and Administrative knowledge in the area of Wealth Management. When she has spare time, you will see her at the lake with her overly spoiled dog Brody or tackling her many cross-stitch projects.
Hi, I’m Milo. I am the official office greeter. I enjoy meeting new clients, overseeing all client meetings from my doggy bed in the conference room, and providing emotional support for everyone.
