Portfolio Management
The Portfolio Management team consists of:

Ian Kalinowsky
Ian Kalinowsky is the President and owner of Elysium Wealth Management. He holds a Bachelor of Arts (Honours Economics) and a Bachelor of Commerce (Honours) from The University of Manitoba. He obtained his designation as a Chartered Financial Analyst and has been licensed as an Investment Counsel / Broker-Dealer since 1990. Prior to February 1990 he was an Investment Advisor with the firm Richardson Greenshields and wrote the IA exams as well as exams in options and derivatives.

Alan Fustey
Alan is a Vice-President and Portfolio Manager for Elysium. He holds a Bachelor of Arts in Economics from The University of Manitoba. He worked for RBC Dominion Securities as an Investment Advisor and wrote the extensive set of exams that resulted in his being called a Fellow of the Canadian Securities Institute (F.C.S.I.). He obtained his Chartered Financial Analyst designation. In 1992 he joined Montreal Trust (ultimately Scotia Cassels) as a Portfolio Manager and over the next 10 years managed client portfolios as well as staff covering the Manitoba, Saskatchewan and Alberta region. Alan joined Elysium in January 2003.

Jeff Palles
Jeff is a portfolio manager for Elysium. He holds a Bachelor of Commerce (Honours) degree from the University of Manitoba. He joined Investors Group in their corporate division and did financial modeling for the senior corporate executives for several years. Jeff joined Elysium in 1997 and obtained his Chartered Financial Analyst designation as well as qualifying as a Registered Options Principal (silver medal in Canada in the Options Licensing Course).

Marketing
The Marketing team consists of:

Ken W. Serbu
Ken is a Vice President for Elysium Wealth Management and is responsible for our Calgary office, which he established in July, 2003. Ken holds a Bachelor of Management degree from The University of Lethbridge and has completed numerous investment related courses. He started his career in the investment industry in retail brokerage as an investment advisor in 1983. In 1989, Ken joined The Bank of Nova Scotia as Assistant Manager Commercial Credit. Over the next 14 years Ken advanced through various positions, until ultimately heading the Western Canadian Sales force for Scotiatrust. Ken joined Elysium Wealth Management Inc. in July, 2003.

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