About Moraine Wealth Advisory
SENIOR FINANCIAL PLANNER, MORAINE WEALTH ADVISORY
Russ started his career in oil and gas as a surface landman, negotiating access for pipelines and wells across Alberta. The work meant sitting at kitchen tables with landowners, farmers and ranchers, explaining technical arrangements in plain language and finding terms both sides could live with. It turned out to be a good apprenticeship for financial planning.
He moved into planning and went independent in 2015, building his own practice, Finovo, from the ground up. Over the decade since, he has worked mostly with people approaching retirement, and with business owners whose company and household finances cannot sensibly be planned apart. He joined Moraine Wealth Advisory in 2026, and Finovo remains where most of his clients first find him.
Russ tends to ask the structural question before the numerical one. What is corporate and what is personal, what is real cash and what is a promise, what actually has to be decided this year rather than next. Plans get built with clients rather than handed to them, working through the trade-offs and the assumptions out loud so the decisions are understood before they are made. He has a bias toward plans that hold up in a bad year over plans that look best in a good one.
Russ holds the CFP ® designation and a B.Mgt from the University of Lethbridge. He has been a member of the Financial Planning Association of Canada since it was founded, and has been quoted in the Globe and Mail, the Financial Post, and NerdWallet.
He has lived in Calgary for more than twenty years, with his wife and two kids. He volunteers with his local community association, skis when there is snow, and spends the summer camping and barbecuing (when the Calgary weather cooperates).
Russ works primarily with business owners, incorporated professionals, and high-net-worth families seeking clarity on their full financial picture. That often means coordinating corporate and personal planning, optimizing tax strategies, building investment portfolios aligned with long-term goals, and preparing for retirement, succession, or a business exit.
In this discussion, the focus is on you. Your goals, your current structure, what prompted you to book time, and where you may feel uncertainty. By the end of the call, you will have a clearer sense of where you stand, what gaps may exist, and whether working together would be a good fit.
Interested in learning more about our team’s expertise and experience? Explore the individual bios below to gain deeper insights into the professionals dedicated to guiding your financial journey.
