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.
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
Suzanne, a banking professional with over 40 years of expertise in the investment and wealth industry. Suzanne’s initial interest in finance started with conversations she had with her father, who first exposed her to the stock market. This interest in finance and wealth management became a passion, a lifestyle and career which started at the age of 19 as a bank teller. Suzanne is proud that she has worked her way through the banking industry, having almost worked in every position the bank has to offer. In her current role as Senior Wealth Advisor and Portfolio Manager, she strives to fill the knowledge gap that many individuals face in planning their futures and help them achieve financial security.
Suzanne possesses a wealth of knowledge and proficiency that enables her to create comprehensive financial plans for her clients. Through this process, she gains valuable insight into their needs, aspirations, and decision-making processes. Suzanne firmly believes that a well-crafted financial plan brings comfort and clarity to her clients’ financial goals and desires. Each year, she generously mentors’ students from the University of Manitoba, offering them an invaluable glimpse into the investment and wealth industry.
Suzanne is dedicated to giving back to her community. She actively supports charitable organizations such as the South Winnipeg Family Resource Centre, Alpha House Project and Winnipeg Pet Rescue. Outside of her professional endeavors, she relishes the adventures of travel and loves to ski both water and alpine. Suzanne indulges her creative side in the kitchen, appreciating the art of fine cuisine. Above all, she cherishes quality time spent with her two adult daughters.
Wealth Advisor & Portfolio Manager
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.
Wealth Advisor & Associate Portfolio Manager
Samantha is a distinguished finance professional with a great depth of experience in the industry. Her journey began as a Wealth Associate, evolving into her current role as a Wealth Advisor, and associate portfolio manager. Samantha possesses a unique ability to forge strong, lasting connections with her clients. She treats her clients like family, a value instilled in her by her mother, which sets the Alton Ashcroft team apart
Committed to lifelong learning, Samantha consistently pursues additional designations and licenses to enhance her skills and stay ahead of industry trends. This dedication to professional growth reflects her unwavering commitment to providing excellence in service. Samantha is a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM), with expertise in crafting comprehensive financial plans and investment strategies that align perfectly with her clients' needs
Outside of her professional endeavors, Samantha finds joy in pilates, traveling, reading, and spending cherished moments with her husband and four beloved pets. She is deeply committed to her community, volunteering at the South Winnipeg Family Information Centre, supporting Dress for Success, and contributing to the Winnipeg Pet Rescue Shelter. Driven by a genuine desire to make a difference, Samantha continues to inspire trust and create lasting impacts in the finance industry.
Ifenna has been an invaluable asset to our team since 2021, leveraging her extensive 17 years of experience in the financial services industry. Her core role as a Wealth Associate involves client administration, trading of financial securities for clients, preparing comprehensive portfolio review reports, processing daily clients’ transactions, client relationship management and various other crucial roles. Her extraordinary patience and professional demeanor distinguish her as an exceptional team member, dedicated to delivering the highest standard of client service.
Ifenna commenced her professional journey as a Client Relationship Officer and Account Officer at Fidelity Bank Plc where she fostered robust, client-centric relationships and delivered exceptional services. Prior to joining our team, she also served as an Investment Operations Specialist at the Central Bank of Nigeria (CBN), where she played a pivotal role in settling Federal Government of Nigeria Bonds (FGN Bonds) and Nigeria Treasury Bills (NTBs) for CBN’s Mandate Customers.
She holds a Bachelor of Science degree in Applied Microbiology, Master of Business Administration from University of Leicester, UK, and Diploma in Strategic Management and Leadership from Chartered Management Institute, UK. Outside of her professional life, Ifenna enjoys gardening, travelling to new destinations, playing table tennis as well as quality moments with her husband and three lovely kids.
Reedhee is an invaluable member of our team and brings over a decade of expertise in financial services. Her vibrant energy and enthusiasm drive excellence and innovation. At the helm of our team, Reedhee focuses on fostering innovation and efficiency, devising strategies and processes with our team. Her knowledge spans marketing, brand management, communications, operations, and client relations. She possesses an extraordinary talent for crafting guidelines and procedures, nurturing strong client-advisor relationships through thoughtful communications. Reedhee holds a Bachelor of Arts in Rhetoric and Communications, and Marketing from the University of Winnipeg and specialized in Brand Management at the University of London (UK).
Having gained extensive experience in the financial industry from the age of 17, she understands the importance of exceptional client experiences and effective communication. Additionally, she skillfully handles all marketing aspects for our team, leveraging her expertise to contribute to our collective success. In the absence of a teammate, Reedhee seamlessly steps in to handle administrative requests, ensuring uninterrupted operations and offering assistance with various tasks.
Her exceptional organizational skills, attention to details, and problem-solving abilities ensure flawless management of priorities. Reedhee is constantly seeking new challenges and opportunities, driven to learn and grow, both personally and professionally; pushing the boundaries of what is possible. Reach out to her for any matter, big or small, and she will be more than happy to assist you.
Our partners
Karen Biggar
Premium Banker
National
Bank of Canada
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.
- Financial Planners are authorized to act in the field of
Financial Planning. They exercise their duties for National Bank
Financial Inc., a financial planning firm.
- We
work closely with the Taxation, Retirement and Estate Planning Team
from National Bank Trust, made up of multidisciplinary experts who
provide knowledge and advice that complement our service offering.
These experts assist us in providing the best solutions for your
personal finances related to taxation, retirement and estate
planning.
- Insurance products and services are
provided by National Bank Insurance Firm (NBIF) or by NBF Financial
Services (NBFFS), as applicable. NBIF and NBFFS are not members of
Canadian Investor Protection Fund (CIPF). Insurance products are not
protected by CIPF.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
