Best in class expertise

What is unique about our exceptional team of professionals is our synergetic approach. We all work together with a focus on Client experience. An optimal Client experience is not exclusive to financial planning. It’s about nurturing long-standing relationships to help Clients achieve their life vision and goals.
As part of our approach, we also work with several accountants, lawyers and mortgage brokers as well as Sun Life Specialists, introducing the appropriate professionals when and if necessary to enhance your overall plan. 


headshot of Blake Griffith

Blake Griffith, CFP®, BAFS

Financial Planner, Sun Life
President, Griffith & Associates

Blake, the founder of Griffith & Associates, is a dedicated professional who specializes in meeting the unique needs of executives and owner-managers in Calgary. With his CERTIFIED FINANCIAL PLANNER™ designation and a Bachelor of Financial Services degree, Blake is well-equipped to provide knowledgeable advice. His professionalism has been recognized by various publications nationwide, including the Globe & Mail and Investment Executive.

In just over a decade, Blake has garnered significant recognition for his outstanding work. He's is a distinguished member of the Million Dollar Round Table's "Court of the Table," a prestigious honor that places him among the top financial services sales professionals. Blake takes great pleasure in mentoring new advisors and sharing his knowledge at professional engagements.

Beyond his professional achievements, Blake is a proud father and an avid golfer and fisherman. These personal interests bring balance to his life and contribute to his overall well-being.

Lance smiling with his hands together

Lance Shilliday, CFP®, CLU®, CH.F.C.

Associate Advisor, Sun Life

With a remarkable 29-year tenure as an Advisor, Lance embarked on a new chapter, joining the Griffith team as an Associate Advisor in 2020. Lance has proudly held the esteemed CERTIFIED FINANCIAL PLANNER™ designation for over two decades. He works closely with executives and business owners implementing and executing retirement income and estate succession strategies.

Outside the office, Lance enjoys attending whisky events. As a dedicated volunteer committee member of Slainte Mhath, which translates to "Good Health" in Gaelic, Lance actively contributes to the Scotch and other whisky societies at the Calgary Petroleum Club.

Meghan smiling at her desk hands crossed

Meghan Grenwich

Service Associate, Sun Life
Human Resources Manager, Griffith & Associates

Meghan has been an integral part of Griffith & Associates since day one. With an impressive tenure of over 15 years in the financial services industry, she brings a wealth of knowledge to our team. Meghan's role extends beyond her responsibilities in human resources and high-level management consulting; she also takes the lead in spearheading our firm's philanthropic initiatives.

Meghan's educational background is equally impressive, holding a Bachelor of Business Administration in Business & Finance, along with licenses in mutual funds and life insurance. These qualifications, combined with her extensive experience, make her an invaluable asset to our organization.

Outside of the office, Meghan finds joy in spending quality time with her family. During the summer, they retreat to their cabin, enjoying water sports and creating cherished memories. In the winter, they embrace the thrill of hitting the slopes.

Genna smiling at her desk

Genna Bey

Associate Advisor, Sun Life
Operations Manager, Griffith & Associates

Having accumulated more than 17 years of experience in the financial services industry, Genna became a valued member of Griffith & Associates in 2017. Collaborating closely with the team, she plays a pivotal role in developing robust policies and procedures while efficiently managing workflow to uphold our exceptional Client service standards. 

As a duly licensed Associate Advisor, Genna works on both wealth and insurance aspects of our business, empowering Clients to make well-informed decisions regarding their financial goals. 

Sam smiling at his desk

Sam Argote, CFA, B.Comm.

Associate Advisor, Sun Life

After gaining valuable experience in the wealth management and financial services industries over several years, Sam joined our team in 2021. His primary role involves working closely with our advisors to assist in the development of suitable investment portfolios based on current market expectations. With a Bachelor of Commerce degree, specializing in finance from the University of Calgary's Haskayne School of Business, Sam brings a strong educational foundation to his work. Additionally, he recently completed the Chartered Financial Analyst® designation in 2021, further enhancing his expertise in the field.

Outside of the office, Sam enjoys supporting the arts. He dedicates his time to volunteering with the Calgary International Film Festival and the Calgary Folk Music Festival, contributing to the vibrant cultural scene in the city. When he's not immersed in the world of finance or supporting the arts, you can often find Sam enjoying a cup of coffee while indulging in a wide array of music and podcasts.

Andrew smiling at desk hands interlocked together

Andrew Maxwell, CFP®

Associate Advisor, Sun Life

As an Associate Advisor with Griffith since 2022, Andrew provides unbiased advice to Clients in retirement planning, investment planning, and risk management. Andrew takes pleasure in simplifying complex concepts, ensuring that Clients fully understand their options and feel confident in their decision-making process. By breaking down information in a clear and digestible manner, Andrew empowers Clients to make informed choices that align with their financial goals.

headshot of Taylor Hibbert

Taylor Hibbert

Associate Advisor, Sun Life

Taylor joined the firm in 2024 as an Associate Advisor, after gaining an array of experience in the financial services industry. Taylor brings her diverse educational background to all of Client interactions. She is passionate about financial literacy and Client service and is committed to creating exceptional Client experiences. Taylor is registered in mutual funds and working towards her CFP designation. Outside of the office, Taylor enjoys exploring the cities culinary scene and spending time in nature with her dog Chauncey.

Nicole smiling at her desk

Nicole Wanczyk, BAFS, CFP®

Financial Planner, Sun Life

Nicole joined the team in 2018 as a Service Associate, working closely with the advisors to provide excellent Client service. With five years of experience in the oil and gas industry, she brings valuable insights to Clients who share a similar background. Nicole is licensed in life insurance and registered in mutual funds.

Outside of the office, Nicole enjoys exploring cities with her husband, indulging in stargazing, and spending quality time in Fish Creek Park.

headshot of Sherrie Vibert

Sherrie Vibert

Service Associate, Sun Life

With seven years of experience in wealth management, Sherrie joined the firm at the beginning of 2024 as a Service Associate. She studied Nursing at York University in Toronto and has successfully completed her CSC & CPH courses. After completing her degree, she moved to Calgary and developed an interest in the financial sector. Sherrie is an approachable individual who brings an abundance of client service & administrative experience to the team and takes great pride in her work. Her interest in wealth management & financial planning, as well as her desire for creating and fostering meaningful relationships, are some of the key reasons she joined the team. In her spare time, Sherrie enjoys cooking, reading, and spending time with her family.

Elisabet smiling at her desk hands together

Elisabet Serra-Sola

Advisor Assistant, Sun Life

Elisabet joined the team in 2017, bringing with her a strong commitment to delivering exceptional customer service. Her role within the company involves overseeing overall operations, ensuring that everything runs smoothly and efficiently. With her dual licensing since 2018, Elisabet also oversees insurance requests, providing Clients with valuable insights to help them make informed decisions about their insurance needs.

Outside of work, Elisabet is an outdoor enthusiast who finds great joy in exploring the beauty of the Rocky Mountains. Whether it's camping, hiking, biking, climbing, skiing, or birdwatching, she embraces every opportunity to immerse herself in nature.

headshot of Tori Jessome

Tori Jessome

Advisor Assistant, Sun Life
Client Service Coordinator, Griffith & Associates

With over 12 years of experience in the customer care and administrative field, specializing in healthcare and optometry Tori made the move to Griffith & Associates in 2024 and is currently working towards getting her insurance license. She is excited to learn more about the industry while using her previous experience to continue to provide positive customer care and efficiency.

When she is not working, Tori enjoys heading to the lake in the summer, hot yoga, spin class, spending time with her cat and travelling as much as she can. Originally from Vancouver Island she tries to get back regularly.