YOUR MONEY, WINNING.
Meet the founders of Alpha Bull Canada
WHO WE ARE
Our founders, Matt and Chris, launched Alpha Bull Canada with a single purpose in mind: to provide a more personalized, results-focused alternative to traditional financial institutions. After years of experience in the financial sector, they grew frustrated with the lack of personal connection, high fees, and poor performance that plagued larger firms.
They envisioned something different—a place where clients aren’t just another account number, where service is personal, and where performance is always the priority. At Alpha Bull Canada, we take pride in building lasting relationships with our clients, helping them achieve their goals, and making sure their money is always winning.
MEET YOUR TEAM
Matt Donnelly, CIM
Managing Partner of Alpha Bull Canada Private Wealth
Associate Portfolio Manager of Aligned Capital Partners Inc.
ABOUT MATT
I grew up in a small town South of Ottawa, called Metcalfe, ON and graduated from Ottawa University in 2012. My love for sports ( mostly basketball, football, curling and golf) is a major reason why I place so much importance on performance and this includes driving results for our clients’ portfolios. Those around me would describe me as straightforward and honest, but also generous, driven, and dynamic. As a coach, teammate, and partner of my clients, I want to see that everyone wins.
I’ve worked as a Financial Advisor since 2017 and have always had a natural affinity for business and investments. In Early 2021, I completed my Chartered Investment Management (CIM) ® designation, which has helped me select and recommend the highest quality investments for clients. My goal is to provide the most competitive, transparent, and cost-effective Estate Planning and Investment Management service in Canada, which focuses on Tax minimization, Growth and Protection.
I don’t do it alone. With Alpha Bull Canada Private Wealth, I have a team of dedicated administrative staff, in-house analysts, insurance specialists and have partnered with lawyers, accountants, as well other Financial Advisors with whom I can consult. I pride myself on striving to deliver the industry’s top service for my clients.
Chris Williams
Managing Partner of Alpha Bull Canada Private Wealth
Wealth Advisor of Aligned Capital Partners Inc.
ABOUT CHRIS
Chris Williams is a beacon of purposeful and authentic leadership, with a dynamic presence. His career trajectory includes leading a robust tech sales force in Alberta, making strategic moves in private equity, and doubling firm EBITDA in the energy sector. He now applies his extensive business acumen to financial advisement, assisting discerning professionals and business owners in aligning their finances with their aspirations.
A graduate of the University of Waterloo, with a unique Speech Communication degree, Chris is adept at transforming complex financial scenarios into clear, actionable plans. His method is highly personalized and collaborative, ensuring financial strategies are intimately connected to his clients’ life stories.
Chris’s fiduciary responsibility signifies a transparent, competitively priced, and efficient practice. He focuses on Tax Minimization, Estate Planning, and ensuring Growth, Protection, and Sustainability in wealth management.
His personal life reflects his enthusiasm for golf, hockey, and treasured moments with his wife Amanda, their daughters Aurora and Angelina, and the family dog, Moose. As a volunteer Director for a Federal Political Party, he is deeply involved in his community and country.
Chris values your consideration and is ready to discuss optimizing your financial future. He also invites you to witness his financial acumen on display (a younger Chris) in the competitive arena of CBC’s “Dragon’s Den.”
Reid Liske
Advisor of Alpha Bull Canada Private Wealth
Wealth Advisor of Aligned Capital Partners Inc.
ABOUT REID
With over 25 years of experience as an Investment Fund Advisor, Reid Liske brings a wealth of expertise in financial planning, portfolio management, and risk mitigation to his clients in Salmon Arm, BC, and beyond. He specializes in helping individuals, families, and business owners build customized investment strategies that balance growth, stability, and long-term security.
Reid’s path to the financial services industry has been anything but ordinary — and that unique life experience is part of what makes him such a trusted advisor today. Raised on a mixed farm in Brightview, Alberta, Reid learned the value of hard work and adaptability early on. After graduating from Wetaskiwin Composite High School, he spent time as a contract truck driver before pursuing a lifelong dream of living in the mountains. He moved to Lumby, BC, where he operated a dairy farm for four years.
His career then took flight — literally. Reid spent 25 years in aviation, working as a Flying Instructor, Air Traffic Controller, and Corporate Pilot for a manufacturing company in Salmon Arm. While he loved the challenge and precision of flying, he eventually sought a new path where he could combine discipline, strategy, and a people-first approach. In 1994, Reid transitioned into financial services, where he has since built a reputation for guiding clients with clarity, integrity, and long-term vision.
Today, Reid continues to serve as a seasoned Investment Fund Advisor, known for his client-first philosophy and ability to simplify complex financial concepts. He takes the time to truly understand each client’s priorities — whether it’s retirement planning, education funding, or legacy building — and develops strategies that fit both their goals and lifestyle.
Drew Stirling
Wealth Advisor of Aligned Capital Partners Inc.
ABOUT DREW
I grew up in Mississauga, Ontario and have had a fascination with the world of investments and personal finance since a young age. I graduated with honours (Bachelor of Commerce, finance/entrepreneurship) from the University of Ottawa and currently working towards my Certified Financial Planner (CFP) designation, the gold standard in the financial planning industry. My areas of expertise include building holistic, easy to understand financial plans that are personalized to each individual or family. The goal: to provide my clients with peace of mind and financial security.
Having previously worked at Canada’s largest wealth management firm servicing high net-worth individuals and families, I’m hungry to use my experience and passion to educate even more Canadians. Along with personalized financial planning, I support my clients with investment management, estate planning including life insurance & more.
I moved to Canmore in 2022 and now call it home. Outside of work, I’m always taking advantage of the mountains to ski & hike, love playing hockey, and consider myself a lifelong learner, devouring books whenever I have downtime.
If you’re looking for a partner to work alongside you to help ensure a comfortable financial future, I would welcome the opportunity to speak with you to understand how I can help you achieve financial security.
Garry Toy, CFP
Senior Financial Consultant
ABOUT GARRY
Raised in the small town of Neepawa, Manitoba, his family owned a restaurant for fifty years. He credits the lessons of rural life and the restaurant for his ability to connect with people from all walks of life and all ages. His father instilled in him the importance of building relationships with small business owners throughout his adolescence.
After completing high school and a business administration program in Winnipeg, he began his career at Eaton’s. He was quickly promoted to Food Services Manager at the new store in Saskatoon, where he led the most profitable operation in Canada. This success led to another promotion to Calgary, where he managed Food Services for two stores, eventually expanding to five stores across Southern Alberta. His responsibilities grew to include five stores in the Edmonton area, as well as managing the confectionary, deli, and imported food departments for the entire province.
He started his career as a Financial Advisor at Great-West Life after working for Eaton’s as an area retail manager for over 25 years. He transitioned to financial services because he sought a career that would allow him to continue learning. Most importantly, he felt he could provided better service and performance than he had personally experienced, while also maintaining the freedom to work independently. In 2003, he successfully earned his Certified Financial Planner (CFP) designation.
He takes great pride in the fact that clients have entrusted him for over 20 years. His mantra is “how to make money or save money”. He always seeks out the best values.
He enjoys golf for the friendly competition and camaraderie it provides with friends and fellow members at a private golf club. An avid sports fan and world traveler, he has visited many countries with his family to enjoy different cultures and cuisines.
He has volunteered at many professional golf tournaments and served as a past director on several non-profit organizations. He is also a landlord, property manager, and real estate investor.
He transitioned to Alpha Bull Canada because their values align with those of his clients and his family. He values their outstanding personal service to clients. A roadmap and a writtern cash flow strategies is given for all their clients. Chris and Matt with their expert guidance have also provided the clients with added strategies to help them achieve their personal long-term goals and objectives.
Dennis Audette
Senior Financial Consultant
ABOUT DENNIS
I believe in common sense investment strategies for my clients. I am committed to building their financial future with honesty, integrity, and sincerity, along with providing the best of service.
I moved from a small town in Saskatchewan at the age of 18 and in 1976, trained as a service engineer in Pau, France. I have worked in many capacities in the Arctic, Northern Africa, Greece, London (UK), and Calgary, all before I was 27 years of age. I had an innate drive to work for myself and help people ever since I can remember. My business career started in 1979 when my wife and I relocated to Lethbridge and purchased a business. The business grew to include three additional enterprises. After we sold the business in 1998, I was head hunted by a financial securities company to become an Advisor. For the next twenty-four years, my small business experience greatly influenced my capacity as an Advisor. I have helped create wealth and security for several hundred clients and their families. I remain committed to personalized attention to my client’s individual circumstances.
Terry Thompson
Senior Financial Consultant
ABOUT TERRY
I grew up in Toronto and always loved playing football and almost all sports. I have always been competitive in almost everything I do. I enjoy older moves like “A Few Good Men” and appreciate both the acting, but as important the writing for the script. I left home in Grade 11 as my parents chased their dream to own a Marina in Haliburton Ontario. I was very focused on school and ended up graduating from Western University, Ivey business school in 1985. I was hired by Xerox right out of school and spent 36 years working in sales, finance, product marketing and general management. With my family, I was moved to the trouble spots where sales management was lacking and business was declining.
I really enjoy solving problems and using sales process to better understand customers and put opportunities together that benefit both the client and Xerox. After 36 years I retired and within 2 years I found out I was missing the mental stimulation of working with clients. I wanted to share my knowledge on what it really takes to retire. I set up a small business helping family and friends and then joined up with Chris and Matt in Calgary.
I have always worked hard to put the right solution forward and am very interested in demystifying the retire process from income planning to the investing side of it.
Roaiah Taher
Branch Administrator
ABOUT ROAIAH
A former Business student with over eight years of customer service experience in high-volume environments, I’ve had the opportunity to work across a variety of industries—all driven by customer satisfaction. These experiences have shaped and sharpened my business tools, helping me maximize both efficiency and gratification in everything I do.
I’m passionate about building strong connections and ensuring things run smoothly. As a natural leader who’s always eager to learn, I strive to make a meaningful difference in both my career and my community.
Outside of work, my two dogs, Bernard and Bear, keep life fun and balanced.
I’m truly excited to meet all of you, hear your stories, and learn about what matters most to you. I believe in fostering lasting relationships and look forward to supporting you at every step of the way.
Bailey Brisbois
Branch Administrator
ABOUT BAILEY
With several years of administrative experience, I have developed strong skills in all aspects of supporting a team and delivering excellent customer service. Whether it be a colleague looking for assistance to complete a task in a pinch, or a client calling with a question about their account, my passion lies in helping others and I’m always willing to lend a helping hand. I have an affinity for the arts, and in my spare time, you’ll often find me painting or crocheting. I also have two cats, Nessie and Monster, whom I adore.
Debbie Beadle
Branch Administrative Support
ABOUT DEBBIE
As an experienced Administrative Support professional, Debbie applies her skills to community initiatives in Salmon Arm, BC. Most recently, she contributed to the Shuswap Quilters Guild’s donation to RCMP Victim Services, helping facilitate the delivery of six hand-crafted quilts to SAFE House. Known for her organizational strength and community-minded approach, Debbie plays a quiet but vital role behind the scenes, ensuring every effort makes a meaningful impact.