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Carly Switzer

Associate Investment Advisor

I joined my dad, Steve, and the Switzer Financial Services team in 2022. Every day brings new opportunities to learn, connect with our amazing clients, and gain a deeper appreciation for the work we do. Following in my dad’s footsteps has been both inspiring and rewarding, and I’m excited to continue on this journey!

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I graduated from MacEwan University in 2021 with a Bachelor of Commerce degree and am currently expanding my professional qualifications by pursuing courses toward becoming a Portfolio Manager (PM) and licensed insurance agent.

 

Outside the office, I love to travel with my boyfriend as we check new destinations off our ever-growing bucket list. When I’m home, I share custody of two dogs (Daisy and Duke) who keep me laughing and life lively.

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Claus Mueller

Associate Investment Advisor

After spending 28 years working as an engineer in Alberta’s energy industry, I’ve developed a deep appreciation for the opportunities and challenges that individuals and families in Fort Saskatchewan face.

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As part of the Switzer Financial Services team, my goal is to deliver the same high level of service and care to our clients that I would expect for myself. I take pride in helping people make confident, well-informed financial decisions that support their goals and values.

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My wife, Sandra, and I have proudly called Fort Saskatchewan home for over 30 years. We love being part of this community and enjoy giving back whenever we can. In our spare time, we enjoy scuba diving, camping, paddling, hiking, exploring new places, and cheering on the Edmonton Oilers. I also stay active by walking our dog, Sadie, and playing in local hockey and slow-pitch leagues.

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Amanda Sears

Client Services Manager

I’ve been part of the Switzer Financial Services team for over 10 years, and what I love most about my work are the wonderful relationships I’ve built with our clients. Many have come to feel like family, and not a day goes by without a smile, a thank-you, or even a hug from someone in our extended Switzer Financial family.

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I’ve been happily married to my husband, Devin, for 28 years, and we’re proud parents of two young men who continue to make us proud as they build their own paths. Fort Saskatchewan has been home since 1986, and we feel fortunate to be part of such a close-knit community.

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Outside the office, I enjoy practicing yoga, walking my Doodle, Winter, and unwinding with the occasional margarita. I’m also a lifelong Edmonton Oilers fan and never miss a game—especially when my favorite player, Nuge, hits the ice!

Onboarding

Our process begins with a brief phone conversation to introduce ourselves and better understand your financial goals. This helps ensure our services align with your needs. If we are a good fit, we will gather some key documents and details so we can make the most of first in-person meeting. During this meeting, we will gain a deep understanding of your circumstances, goals, risk level, time horizons, cash flow needs, tax situation and other considerations. This allows us to build a complete picture of you to guide our portfolio structure to be tailored to you specifically.

Starting the Engine 

Steve Switzer, CIM®

Portfolio Manager

I began my career in the financial services industry in 2007 as an Investment Advisor with an independent brokerage firm. Over the years, I earned the Chartered Investment Manager (CIM) designation and became a Portfolio Manager, allowing me to manage client portfolios on a discretionary basis—just as I do for myself and my family. What began as a career has evolved into both a passion and a lifelong commitment to helping clients achieve financial confidence and peace of mind.

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My wife, Jackie, and I have been married for over three decades and moved to Fort Saskatchewan in 2015 to be closer to the community where I do business. We love the small-town atmosphere and the connections we’ve built here. Outside of work, we enjoy traveling, golfing, and cheering on the Edmonton Oilers. Our two Aussie Doodles, Daisy and Duke, keep us busy and entertained.

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I’m also proud to have my daughter, Carly, join our team at Switzer Financial Services, where I’ve enjoyed teaching her the ins and outs of the business and sharing the same passion for helping clients plan for their futures.

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iA Private Wealth

Over 130 Years of Strength and Stability

iA Private Wealth is part of iA Financial Group – one of the largest insurance and wealth management firms in Canada, with operations in the United States. Founded in 1892, iA Financial Group has over four million clients, 8,600 employees and 50,000 representatives coast to coast. It is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).

Invested in You

The single most important ingredient of your long-term financial success is working with an Investment Advisor you can trust to develop a comprehensive wealth plan – one that’s tailored to your specific goals and helps you grow and preserve your wealth. Whether you’re just beginning your financial journey or planning a legacy for generations to come, we can help you reach your destination with confidence and peace of mind.

 

Phone: (587)-285-3340

Fax: (587)-285-3342

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Address: 10202B 100 Avenue

Fort Saskatchewan, AB T8L 1Y8

Know Your Advisor

Privacy Policy

Accessibility

iA Private is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does notwarrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently. 

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