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 & Portfolio Manager

204-285-2354

204-942-6194

calvin.birdsall@nbc.ca

Calvin Birdsall

I’m Calvin Birdsall, a Wealth Advisor & 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.

Nicholas Patriarca

Wealth Associate

204-283-9059

204-942-6194

nicholas.patriarca@nbc.ca

I'm Nicholas Patriarca, a Wealth Associate. I assist with client service requests, account administration, and day-to-day support with a professional, client-focused approach. Our team works together to ensure clients receive responsive, personalized service that is central to our practice.

My role within the team is to ensure that all the administrative and client uh duties are as smooth and uh efficient as possible.

My favorite part of the job is interacting with clients. Um being able to interact with people who have different personalities each day uh, definitely are the highlights of every day.

I love to learn. I love to either reinforce the knowledge that I already have or I love to learn new things.

Great client service in my opinion uh looks like an interaction that kind of feels more natural than the typical relationship you might have with any other uh team or any other advisor in the sense of it feels more like uh interaction with a friend rather than interaction uh in a business context.

Strong client relationships matter to me because when I call you, I don't want it to be uh feeling like a chore where you're just like, "Oh, I have to do this." U more so it'll be like, "Oh, uh this person's calling and I'm excited to pick up the phone and see what they have to say." I would describe work in one word um as vital. Uh we're there in your biggest moments. Uh we are there possibly when you're trying to save up to buy a house.

Uh when you're buying a house, making sure that your child has enough saved up for their education in the future or any other big event that you might be living through.

Our Partners

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

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.

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

Dammy Raheem

Premium Banker

National Bank of Canada

Dammy is an enthusiastic person and a forward thinker with intellectual curiosity, who enjoys contributing exceptionally to organizational growth. With over 7 years in financial industry, Dammy specialize in connecting with client to understand what matters most to them, by applying his knowledge/skills in lending in both personal and commercial.

Dammy relocated to Regina from England almost a decade ago with his wife Ganiyat and are now raising two children in their new hometown.

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.