Zelos Investment Counsel

Alumni connection: 

Gilbert Bong, BComm '06, Founding Partner & President, 

Kareen Stangherlin, BComm '00, Founding Partner & CEO

Faculty: Haskayne School of Business

Category: Financial and Tax Services

Region: Calgary

Company information: At Zelos, we believe financial well-being and quality of life go hand in hand. With steadfast determination, industry leading expertise and a deep sense of care, our team works to deliver optimized financial results for our clients through our proprietary wealth management platform. Whether you are an entrepreneur, affluent family, or institution, we will help you access institutional quality investment opportunities and portfolio strategies. At Zelos, we don’t just manage investments, we build robust, risk-aware portfolios to optimize our clients’ financial well-being. Our firm is differentiated by its values and its people. Our team of financial thought leaders bring their diverse global investment perspectives together to create a differentiated approach to portfolio construction. Our firm is independent from financial institutions, enabling a structure that is truly aligned to clients’ best interests.

Year established: 2016

Contact information: Website | LinkedIn | Instagram | Facebook |