Our Team

Faisal Khorshid brings over 18 years of experience providing wealth preservation strategies and high-net-worth portfolio management. He offers sound advice and support to business owners, pre-retirees and health care professionals, tailored to meet the unique needs of these affluent clients.

He and his team at Khorshid Bourgeault & Associates Private Wealth Management create and execute customized investment, retirement income preservation, pension plan, tax, estate, education, charitable giving, employee benefit and cash management strategies.

His approach rests on helping clients to first understand their current financial situation, set financial goals and develop a financial plan. Then they can move forward with confidence. With his guidance, he encourages clients to hold frank and collaborative conversations about family wealth and succession planning.

Faisal is committed to helping clients free themselves from the worry, and time, of navigating complexity or uncertain markets. He explains options in terms clients can understand. Clients also benefit from his deep technical knowledge and access to experts in IG’s advanced financial planning team, including accountants, lawyers and analysts.

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Clayton has almost 20+ years of financial planning experience, helping multi-generational families and business owners develop synchronized plans that best position them to achieving their long-term financial goals. Clayton grew up on a small farm in Alberta where he participated at a young age in the family business. This gave him insight into the unique ups and downs of entrepreneurship and the special needs business owners had. He is a strong believer in ongoing education and holds the CERTIFIED FINANCIAL PLANNER^®, Chartered Life Underwriter (CLU), and Registered Retirement Consultant (RRC) professional designations.

Clayton is married with two children. His interests include giving back to the community, church, gaming, martial arts, fitness, health and wellness, and entrepreneurship.

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Jenifer Walkington joined Khorshid Bourgeault & Associates Private Wealth Management in 2014. She keeps the team organized and sets the bar high for customer service by always making clients feel they come first. With her 16+ years of financial services background, Jenifer’s finely tuned administrative skills keep the team on track with all accounts and communications.

She enjoys spending time at the lake and the rink with her Husband, 2 kids and 2 dogs.

Jo-Ann joined our Team in November of 2021 as our Executive Assistant.  She has her Bachelor of Science in Commerce with a major in Business Management.  Jo-Ann is a vital part of our team and brings 22 years of banking and client service experience to her role.  Her experience, attention to detail, passion for learning and providing an excellent client service experience has been a welcome addition to our team.