Meet our team

We work together to achieve your goals

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

CFA, CFP, B. Comm (Hons), B. Ed

Wealth Advisor & Portfolio Manager

Speech bubble picto

English

Paul is one of few advisors in Canada to be both a Certified Financial Planner (CFPTM) and a CFA Charterholder, combining financial planning expertise with investment analysis. Paul became the leader of the Christianson Wealth Advisors team in 2022, after first joining in 2011. His experience includes a quantitative role in risk management at Credit Union Central of Manitoba, teaching computer science to students in Thailand, and spent several years researching equities for a prominent Canadian mutual fund company. He learned from these jobs that his ideal career was a balance of working directly with people and doing high level analysis. The team was thrilled to lure him back in 2017, as a fully seasoned investment professional. 

Paul cycles regularly and enjoys travelling with his wife Aleisha.

BA, CFP, R.F.P., TEP, CIM

Senior Wealth Advisor & Portfolio Manager

Speech bubble picto

English

David is a Canadian pioneer in holistic financial planning and consumer education. He has been selected four times, in the last eight years, as a Top 50 Advisor in Canada by Wealth Professional and in 2022 was selected as Best in Province by the Globe and Mail. In addition to authoring the personal finance book and Canadian Bestseller, Managing the Bull, he has been the regular personal finance columnist in the Winnipeg Free Press for over 25 years. David was also the lead author of The Code of Professional Ethics and The Standards of Practice for Financial Planning Professionals for the Institute of Advanced Financial Planners.

David is married with two children and two granddaughters, who he adores. He is passionate about downhill skiing (as a Level 2 instructor), sailboat racing and cruising, playing bass, and especially performing music live.

CIM

Wealth Advisor & Portfolio Manager

Speech bubble picto

English

Eric joined Christianson Wealth Advisors in 2019, after three years with a major investment dealer and a long career as a soloist with the Royal Winnipeg Ballet. While dancing, he also worked in various banking positions and attended business school. He brought to the team significant experience with trading of individual securities. His attraction to Christianson Wealth Advisors was to move to a team focused on clients, well-defined processes, and organized structure. In 2020, Eric became a discretionary portfolio manager under David Christianson’s supervision.

Eric became a father in 2021, with all credit to his wife Amanda Green, former principal dancer with the RWB, who is now a successful entrepreneur and founder of Melt Chocolate Company.

Andrew Froese

CFA, B. Comm. (Hons.)

Investment Analyst

Speech bubble picto

English

Andrew was a tremendous addition to the Christianson Wealth Advisors team in 2022, having most recently shared responsibility for investment risk management at Canada Life, a global financial services conglomerate. Andrew is a CFA Charterholder with years of experience in investment strategy, financial risk management, and quantitative finance. He strengthens the Christianson Wealth Advisors team and its client offering by bringing his expertise in portfolio management, liquidity management, process automation, and complex financial planning scenarios. His expertise in financial mathematics allows Paul to focus even more of his time with clients.

Andrew and his wife Kali spend their spare time gardening in the summer and, in the winter, they enjoy cooking and playing and performing music.

Our associates

Raelene Roy

B. Comm (Hons)

Wealth Associate

Speech bubble picto

English, French

Raelene joined the Christianson Wealth Advisors team in 2017, after intense recruiting. She is a graduate of the I.H. Asper School of Business and has been focused on improving her knowledge of financial planning and tax theory, while coordinating client meetings, communications, and events. She completed her Wealth Management Essentials series of courses and is embarking on achieving her PFP & CFP accreditations.

She enjoys spending time outdooras with Rémy, her adorable and rambunctious Dalmatian.

Kim Mathers

Wealth Associate

Speech bubble picto

English

Kim has been our master of all things administrative for the last eight years. She was recognized with a President's Award of Excellence in 2019. Kim has more than 10 years previous experience working with Scotia McLeod, after working 20 years with an accounting firm.

Kim has one daughter who recently became a teacher, and a Havanese named Cooper.

Karen Soltys

Associate 

Speech bubble picto

English

Karen joined Christianson Wealth Advisors in 2020. Her 30 years of management experience with the Royal Bank and Assante have helped us significantly in improving our procedures and documentation. 

Karen enjoys spending time with her children, grandkids, and parents, and brings to us another wealth of world experience.

Our Partners

Our financial advisors | Christianson Wealth Advisors | 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
 

Our financial advisors | Christianson Wealth Advisors | National Bank Financial - Wealth Management
Photo of Eric Lafrénière, Vice President & Head of Commercial Banking, collaborator

Eric Lafrénière

Vice President & Head of Commercial Banking, MB & SK

National Bank
 

Over the years, the life insurance industry has undergone dramatic change, the extent of which many individuals fail to realize. In knowledgeable hands, today’s extensive portfolio of life insurance products can be utilized to provide solutions to a broad array of areas, including family, business and charitable planning.

Brian graduated from York University, and entered the financial services industry in 2001. He holds designations as a Certified Financial Planner (CFP)and a Chartered Life Underwriter (CLU), which is Canada’s premier Wealth & Estate Planning designation. He is a member of CALU and a qualifying member of the Million Dollar Round Table with distinguished top of the table honours.

Our financial advisors | Christianson Wealth Advisors | 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 | Christianson Wealth Advisors | National Bank Financial - Wealth Management
Photo of Karen Biggar, Senior Personal Banker

Karen Biggar

Senior Personal Banker

National Bank of Canada
 

Karen Biggar is a Senior Personal 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 Personal and Small Business 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 | Christianson Wealth Advisors | National Bank Financial - Wealth Management
Photo of Cody Miller, Senior Private Banker, collaborator

Cody Miller, CIM

Senior Private Banker

National Bank Private Banking 1859

Cody has been in the financial services industry for over 20 years and has held various positions related to banking operations, credit and investment advice and financial planning.  As a Senior Private Banker, he has been working with high net worth families and individuals since 2010.  Cody has held the Chartered Investment Manager (CIM) designation since 2015.  Cody and his wife Leanne have been married since 2010 and enjoy spending time outdoors with their two young boys.

Contact us

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