Chalten Fee-Only Advisors Ltd. | Investment Management & Financial Planning

Chalten Fee-Only Advisors Ltd. is a fee-only financial planning and investment management firm based in Vancouver. The founders are Alexa and Graham Bodel, a married couple with extensive global experience and knowledge of the finance and investment industry.

Mission

Our mission is to provide professionals and their families with the confidence to pursue what they desire in life.

Team

Alexa Bodel CFA CFP® | Director
alexa@chaltenadvisors.com

Raised in Calgary, Alexa Bodel is the President and Co-Founder of Chalten Fee-Only Advisors Ltd. and has been working in the investment industry since 1996.

Prior to founding Chalten she worked as a fee-only financial advisor at Clarity Investments + Planning in New York. Before Clarity she was a Principal at Mercer Investment Consulting in London, UK, where she conducted extensive research of fund managers and made recommendations to institutional clients (corporate pension funds and government bodies).

Alexa holds a Bachelor of Commerce degree from the University of British Columbia and MBA from the London Business School. She also holds the Chartered Financial Analyst® (CFA) designation and the Certified Financial Planner® (CFP®) designations in both Canada and the United States. These credentials qualify Alexa to help Canadian residents, including Americans living in Canada, with their Financial Planning and Investment needs. Alexa is registered in BC and Alberta as a Portfolio Manager. A Portfolio Manager is required by law to act in their client’s best interest as a fiduciary.

When not helping people take control of their financial lives she enjoys spending time with her two children, hiking, traveling, skiing, coaching soccer and paddle boarding.

Graham Bodel CFA | Director
graham@chaltenadvisors.com

Raised in Vancouver, Graham Bodel is the Chief Compliance Officer and Co-Founder of Chalten Fee-Only Advisors Ltd. and has been working in the investment industry since 1997.

Prior to founding Chalten he was a Managing Director at Credit Suisse, working in New York and London, UK, with many of the world’s largest fund managers to help them generate investment ideas and improve their investment process. Before Credit Suisse, Graham worked at PricewaterhouseCoopers (PWC) in its Valuation & Strategy Group, working with corporate clients and institutional investors on valuation, transaction and strategic issues. Prior to PWC he worked in London, UK, and Hong Kong at CPS Alcar, a boutique corporate advisory firm.

Graham holds a Bachelor of Arts in Economics and Political Science from McGill University, MSC in International Securities, Investment and Banking from the ICMA Centre (now part of Henley Business School) and MBA from the London Business School. He also holds the Chartered Financial Analyst® (CFA) designation. Graham is registered in BC and Alberta as a Portfolio Manager. A Portfolio Manager is required by law to act in their client’s best interest as a fiduciary.

When not helping people take control of their financial lives he enjoys spending time with his two children, cooking, traveling, skiing, coaching soccer, golfing and paddle boarding.

Our only source of compensation is directly from you.

A good financial plan will increase your confidence.

We employ an evidence based approach to investing.

Our approach contrasts that of many advisor services.

We help you feel empowered, confident and in control.

We provide independent and fairly priced advice.

Questions For Your Advisor | Evidence Based Philosophy

Chalten Fee-Only Advisors Ltd. is registered as a
Portfolio Manager in British Columbia and Alberta.