Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
Niki (Dunne) Doenz, CIM, PM, PFP, is a standout professional in Canadian wealth management, becoming SANDSTONE Asset Management’s youngest equity partner and director in 2021. With over a decade of experience in portfolio management and investment strategy, Doenz leads the expansion of the firm’s financial planning services – something she is extremely passionate about.
At the heart of her role is the art of building relationships with clients, understanding not only their financial goals but their personal values. Her holistic, human-centered approach helps high-net-worth individuals and families align financial responsibility with “guilt-free spending.” One client summed it up: “Niki’s hard work, advice, and patience helped us chart the next phase of retirement. We appreciate everything she does for us.”
Guided by the philosophy “contribute more to the world than you take,” Doenz serves on the Limited
Partnership Advisory Committee for Thin Air Labs, helping scale early-stage companies globally while supporting Alberta’s economic development. She is also active in Calgary’s arts community as a member of the Calgary Philharmonic Orchestra Foundation Board of Trustees.
In a field that demands both technical expertise and personal touch, Doenz remains focused on what matters most: helping clients lead meaningful lives with confidence, clarity, and purpose.
She earned her Certified Investment Manager (CIM), Portfolio Manager (PM), and Personal Financial Planner (PFP) designations, and is currently a Certified Financial Planner (CFP) Candidate – all while being a dedicated wife and mother of three children.
Suite 115, 101 6 St SW, Calgary, AB T2P 5K7
(403) 218-6125
ndunne@sandstoneam.com
https://www.linkedin.com/in/niki-dunne-a9b6ba215/
www.sandstoneam.com
Niki (Dunne) Doenz
Director, Portfolio Manager & Partner
SANDSTONE Asset Management
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2010
2010–2013
2013
2021–Present
2021–Present
Graduated with a Bachelor of Management, double major in finance and marketing
2010
Began her career at a private family office in Calgary, focusing on oil and gas investments
Promoted from analyst to associate, taking on expanded responsibilities in financial modeling, trading, and portfolio management
2010–2013
Joined SANDSTONE Asset Management as associate and rapidly progressed to portfolio manager
2013
2021: Became the youngest equity partner and director at SANDSTONE
Ongoing: leads SANDSTONE’s financial planning expansion, serves on Limited Partnership Advisory Committee (LPAC) for Thin Air, and sits on the Calgary Philharmonic Orchestra Foundation Board of Trustees
2021–Present
Founder and CEO at Bold Wealth Partners
2021–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
