Our goal is to make financial services accessible and approachable by delivering the knowledge and client experience needed to make the best financial decisions possible.
We provide data driven advice, focused around “client experience”. By utilizing technology and advice from qualified professionals, we are able to deliver client outcomes with a higher level of certainty while reducing cost. We designed the firm to recreate a multi-family office approach to financial management which allows us to be able to provide an experience built around a client’s preferences and needs.
After graduating with his BMgt in 2009, he began his professional career with a local financial services firm as a financial advisor. In 2013, he completed hisCFP (certified financial planner) designation. In 2020 he completed an additional designation as a CDFA (certified divorce financial analyst) and sold his stake in the financial services firm. In the Fall of 2020 he founded a new firm here in Lethbridge, Venn Wealth Partners. In early 2021, he was awarded a new designation as a CFDS (chartered financial divorce specialist). In 2022, he completed his designation as a CIM (chartered investment manager) and was also awarded his FCSI (fellow of the Canadian securities institute).
He was selected as one of Lethbridge's top 40 under 40 (issued by Lethbridge Chamber and BDO Canada LLP. Right after the new company was formed, he was selected as Wealth Professionals - Canada's Rising Stars.
Blake has participated as a marker of exams for FP Canada for their CFP designation exams as well as currently sits on the Membership Committee and Board Nomination Committee for the Financial Planning Association of Canada. He is also a subject matter expert for the Univerity of Lethbridge.
He and his wife settled here in Lethbridge (close to family) with their two boys Hayden(10) and Jackson(7). his wife owns and operates a Salon and Spa that is located in Lethbridge. Both of them are from a small town just outside of Lethbridge but have decided to put down roots after looking at the opportunities for both our kids and ourselves.
Born and raised in the Crowsnest Pass Deepy has always had a knack for numbers and finance. Deepy began his career in the financial services industry in 2009 when he started his own personal trading company. In 2014 He joined Sunlife financial, one of Canada’s largest financial services companies where he continued to excel in his role as a financial advisor. Deepy was recognised as one of Lethbridge’s the Top 40 Under 40 by the Lethbridge Chamber Of Commerce, as well as becoming a member of the prestigious Million Dollar Round Table. In 2021 Deepy joined Venn Wealth Partners as a Partner. This move allowed him to take his career to the next level and work with a team of like minded professionals who shared his passion for helping clients achieve their financial goals. One of the things Deepy cherishes the most about his job is the relationship he has built with his clients. He takes the time to understand their unique goals, and works closely with them to develop personalized financial plans that will help them achieve these goals. He takes great pride in seeing his clients thrive, and finds great satisfaction in helping them reach financial success.
Outside of work, Deepy is a dedicated family man with two lovely daughters Amara and Neviya aged 2 and 5 and a beautiful wife named Sarah. They were married in 2016 and Deepy credits his wife as playing a significant role in his success. She has been a constant source of support throughout his career and has helped him balance the demands of work and family life.
Deepy is a passionate advocate for charitable work who has dedicated his time and resources to support various causes over the years. Deepy’s journey in the world of philanthropy began when he served as a director for the Ricky Ryp foundation for four years where they worked tirelessly to raise funds and awareness for the organizations mission. Apart from his work from the Ricky Ryp foundation, Deepy has also set up and help set up and run private fundraisers for those in need. It is very important for Deepy to be able to give back and help those in need as this is something his parents have instilled in him from a young age.
In his free time Deepy loves to travel, and has been fortunate enough to visit 35 countries across the globe. His travel experiences have been diverse , and have already checked off 7 out of 8 world wonders from his bucket list with the Great wall of China left to conquer. His dream is to be able to share these experiences with his wife and children as he believes that travel allowed him to see the world from a different lens made him a stronger person overall and hopes the same can happen for them.
After completing her Bachelor of Management degree focused on accounting and finance from the Dhillon School of Business at the University of Lethbridge in 2021, Tessa obtained her Mortgage Associate’s license and started working as a Mortgage agent here in her hometown of Lethbridge. While working, Tessa wanted to expand her knowledge of the finance world and completed the Life License Qualification Program (LLQP). She joined the Venn Wealth Partners team shortly after in December of 2022 in a part time role and took on a full-time role with the team in March of 2023. Tessa is looking forward to continuing with the team and furthering her education in the years to come, starting with the Certified Employee Benefit Specialist (CEBS) designation that she is currently in the process of completing.
When Tessa is not in the office, she enjoys spending time with family, game nights with friends, and binge watching her favourite TV shows. Tessa grew up taking dance lessons from the age of 3 and gained self-confidence by performing on stage and competing until she graduated high school. Although she doesn’t take class anymore, her love of dance continues by watching and cheering on the dancers to come.
Tessa got the travel bug after interning in Europe on a work study in the operational finance department for the Central European headquarters of Tesco in 2019. Tessa looks forward to travelling to more places in the future and has a list of spots to cross off her list. She loves going to concerts and listening to music. Seeing Ed Sheeran play live in Budapest was the best concert she’s been to so far!
Aimee joined Venn Wealth Partners in September 2020, taking on the role of overseeing the day-to-day operations of the company to ensure smooth and efficient functioning. She also serves as the primary point of contact for clients.
Prior to joining Venn Wealth Partners, Aimee worked at a Financial Services firm in Lethbridge for two years where she gained valuable knowledge and experience in the rapidly changing industry. Currently, Aimee is working towards obtaining her Life License Qualification Program (LLQP) license.
Outside of work, Aimee enjoys spending quality time with her husband, Tom, and their son Lukas.