Location: Edmonton, Alberta
Email: kayla.ferreira@nbc.ca
Office Phone: 780.401.2058
“I thrive in professional cultures that define success by the quality of advice given, rather than by the revenue generated.”
With diverse experience across wealth management, I bring a broad perspective to my role. Having lived in four cities across three continents, I’ve developed an appreciation for a wide range of viewpoints, which informs all of my client interactions.
Holding a Bachelor of Science from the University of Calgary, I bring a strong interest in research and technical analysis to my work. I entered the world of finance in 2013 and, despite the different subject matter, discovered the same richness of data and boundless opportunities to learn—along with the added reward of work centered on building meaningful, long-term relationships.
I began my career with a major Canadian insurer and mutual fund provider. Across multiple roles, including investment fund wholesaler and business development manager, I spent years training, educating, and consulting with hundreds of advisors on building and optimizing their wealth management practices. As I completed my CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Investment Manager (CIM®) designations, I increasingly sought opportunities to work more closely with clients. My advisor partnerships fostered a passion for teaching and helping others achieve their goals—an approach I now bring to my work in private wealth.
As a Wealth Advisor and Associate Portfolio Manager, I support our Senior Wealth Advisors in delivering customized investment and financial planning advice to Adroit Wealth clients. Some days are spent behind the scenes analyzing portfolios or assisting with institutional investment policy updates; others are spent alongside our Advisors, supporting portfolio reviews and delivering financial plans. Wherever I am, I continually strive to deepen my knowledge and experience in service of our clients.
Beyond the Office
Much of my spare time revolves around my family, whether we’re travelling, camping, or gathering for Sunday dinner. Originally from the southeastern interior of British Columbia, I also enjoy returning to the mountains to hike and snowboard. A voracious reader, I’ve always got a few different books stacked on my nightstand, and enjoy attending live stand-up comedy and theatre events.