Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor & Portfolio Manager

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Suzanne has over 40 years of experience in the field of investment, retirement, estate, and tax planning. Her extensive financial planning background forms the basis of a disciplined and highly effective investment management approach. She has earned a sterling reputation as an innovator and industry leader. Suzanne understands that managing wealth requires an appreciation of our clients' unique values and an in-depth understanding of their goals. She takes a consultative approach to wealth management and helps clients to organize and simplify their complicated and busy financial lives.

Suzanne is active in the community with South Winnipeg Family Information Centre's "Dress for Success” initiative, and lends her support and assistance to a variety of charitable causes such as helping families with food insecurities. In her leisure time she enjoys travel, skiing (both water and alpine), creative time in her kitchen, fine cuisine, entertaining, and family time with her two adult daughters, her dog Dexter and her grand fur babies.

Wealth Advisor & Portfolio Manager

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A former entrepreneur and executive, David brings a diverse business background, and over 20 years of industry experience to his role. His unique perspective informs a keen understanding of the challenges and opportunities investors face in the practice of prudent and effective wealth management. He understands the value of clarity, confidence, and exemplary client experiences; and he's committed to building enduring relationships with clients who expect excellence. David knows that helping clients find financial peace-of-mind is one of the most important services his team can provide.

Recognized for his work in the community David has supported a number of volunteer Boards of Directors - notably: as the current Secretary of St. Paul's College Foundation; Past President of Immigrant Centre of Manitoba; and Past President of The Winnipeg International Children's Festival. He has worked to promote childhood and youth literacy programs like the Seven Oaks School Division's Wayfinders Program, and he has assisted in the development of the Province of Manitoba's Children's Advocacy Centre project.

A dedicated family man, David is amusingly tolerated by his wife and growing children. Outside of the office he can often be found in various acts of home improvement, cheering at his kids' many activities, or investigating the finer points of barbeque.

Samantha Schau, B.Comm. (Hons.), CFP®

Wealth Advisor

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A graduate of the Finance program at the Asper School of Business, Sam has also studied International Finance in Montpellier, France. Licensed to serve all aspects of our client needs, she possesses excellent project management, and client service skills, and works closely with all team members and clients to ensure client needs are satisfied and all operations run efficiently. As a CERTIFIED FINANCIAL PLANNER® , Samantha will take the time to develop a deep understanding of what clients really want and need to help provide tailored solutions. She continues to grow and is currently continuing her education by taking the Derivatives Fundamentals and Options Licensing course as well Portfolio Management Techniques through the Canadian Securities Institute.

Outside of work, when her head is not in a textbook, Sam loves to travel and spend time with her fiancé and their two cats Oliver and Ziggy and their dog Molly. She is also passionate about being involved in her community and currently volunteers for the South Winnipeg Family Information Centre.

Ifenna Ogbu, MBA

Wealth Associate

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With over 13 years experience in the financial services industry, Ifenna started her career as a Client Relationship Officer at Fidelity Bank Plc and later obtained a degree in Master of Business Administration from University of Leicester, UK and a Diploma in Strategic Management and Leadership from Chartered Management Institute, UK. She has also worked with Central Bank of Nigeria (CBN) as an Investment Operations Specialist responsible for settlement of Federal Government of Nigeria Bonds (FGN Bonds) and Nigeria Treasury Bills (NTBs) for CBN’s Mandate Customers, before relocating to Canada.

Ifenna had a pet project geared towards feeding the less-privileged street kids in Lagos, Nigeria. She loves cooking, travelling and spending time with her husband and 3 lovely kids.

Our collaborators

Our financial advisors | Alton Ashcroft Wealth Advisory Group | National Bank Financial - Wealth Management
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Karen Biggar

Premium Banker

National Bank of Canada

Karen Biggar is a Premium Banker at National Bank of Canada, with over 25 years of experience in the Financial Services industry. Karen is committed to providing an exceptional level of customer service in all business interactions. She is skilled in preparing customized solutions for clients borrowing and banking needs. Outside of work, she is passionate about volunteering and giving back to the community in which she lives and works.

Our financial advisors | Alton Ashcroft Wealth Advisory Group | National Bank Financial - Wealth Management
Photo of Tricia Carver, Insurance Advisor

Tricia Carver, CPA, CFP, TEP

Insurance Advisor³

National Bank Insurance Firm

Trish has been providing tax and estate services to high net worth clients for over 25 years, combining her knowledge and experience to help affluent families achieve their financial goals.

She began her career working in the audit and tax group of a major accounting firm and from there, spent 18 years in the tax and estate planning division of a life insurance company. Most recently, Trish worked with a large financial institution as a Wealth Strategist, focusing on delivery of planning advice for high net worth clients with complex planning needs.

A graduate of the University of Manitoba (B.Comm.Hons.), Trish also holds her Chartered Accountant designation, is a Certified Financial Planner and has obtained the Trust and Estate Practitioner designation. She is currently serving as Public Relations Officer for the Society of Trust and Estate Practitioners (STEP), Winnipeg chapter.

In her role as Insurance Advisor, Trish supports the team clients to help address their insurance needs, working closely with our Financial and Estate Planning partners.

Contact us

Get contact information for our team members and find out where our offices are.