Our Financial Advisors | Birdsall Wealth Management Group | National Bank Financial

Accessibility, Convenience, Proactiveness

We are dedicated to serving you with unwavering commitment. Our team believes that open communication is the cornerstone of fostering a strong relationship with our clients. Whether you have a question, concern, or an exciting financial opportunity. We are here to listen, respond, and assist you.

We understand your time is valuable, so we designed our services with your convenience in mind. We strive to make managing your wealth as effortless as possible. As your dedicated Wealth Advisor, our commitment is to stay one step ahead. You can trust us to be your financial advocates, always seeking the best strategies to help you achieve your goals.

Learn More About The Services We Offer

Our Team Of Experts

Charlene Birdsall, CPA, CMA, CIM, RIAC, CFP

Wealth Advisor & Portfolio Manager

204-925-2252

204-942-6194

charlene.birdsall@nbc.ca

Charlene Birdsall

I'm Charlene Birdsall, a Wealth Advisor and Portfolio Manager. My role involves safeguarding and enhancing the financial assets that my clients have worked diligently to accumulate. Additionally, our services encompasses a comprehensive approach, addressing family wealth matters through financial and estate planning services.

Calvin Birdsall, CIM, P.Eng

Wealth Advisor & Associate Portfolio Manager

204-285-2354

204-942-6194

calvin.birdsall@nbc.ca

Calvin Birdsall

I’m Calvin Birdsall, a Wealth Advisor & Associate Portfolio Manager. I provide personalized guidance coupled with strategic advice to our clients on managing their needs and achieving their financial goals. My day-to-day involves touching base with clients about ongoing life changes and ensuring they are guided through these changes with ease.

Jas Deol

Senior Wealth Associate

I’m Jas Deol, a Senior Wealth Associate. I specialize in efficiently managing the administrative processes integral to our business. Additionally, I oversee the operational and marketing procedures that drive the success of our back office team.

Our Partners

Our Financial Advisors | Birdsall Wealth Management Group | National Bank Financial - Wealth Management

Photo of Cory Papineau, Senior Advisor, Financial Planning & Advisory Services, collaborator

Cory Papineau, BA, CFP

Senior Advisor, Financial Planning & Advisory Services¹

National Bank Financial - Wealth Management

Cory has worked in the financial services industry for over 20 years, providing clients with accurate, timely and comprehensive financial planning solutions. He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the Certified Financial Planner (CFP) designation.

Cory has worked with a wide range of clients, including business owners, professionals, retirees and families. He provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and insurance planning. Cory has continually developed his skills and knowledge through education, mentorship and hands-on experience.

Cory’s motto is Plan Well. Live Better. He is an advocate for financial planning as a foundation for helping clients live the life they want to live.

Our Financial Advisors | Birdsall Wealth Management 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.

Our Financial Advisors | Birdsall Wealth Management Group | National Bank Financial - Wealth Management

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 | Birdsall Wealth Management Group | National Bank Financial - Wealth Management

Connie Hykaway, Senior Advisor, Estate Planning, collaborator

Connie Hykaway, B.Comm, LL.B, TEP

Senior Advisor, Estate Planning²

National Bank Financial

Connie holds a Bachelor of Commerce degree with a major in Accounting as well as a Bachelor of Laws degree from the University of Alberta. She is a member of the Law Society of Alberta and the Canadian Bar Association and she has her Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners. With over 20 years experience in providing estate planning assistance to affluent clients, Connie provides detailed information so clients can make well-informed decisions based upon their personal, financial and tax situations, their personal priorities and the needs of their estate. Her goal is to help clients achieve peace of mind by knowing that their affairs are in order.

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.