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

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

Wealth Advisor & Portfolio Manager

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Paul is a Certified Financial Planner and a CFA Charterholder. Paul first joined Christianson Wealth Advisors in 2011, then moved on to a variety of other challenging roles. He started out in a quantitative role in risk management at Credit Union Central of Manitoba, taught 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 partner Aleisha.

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

Senior Wealth Advisor & Portfolio Manager

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David is a Canadian pioneer in holistic financial planning and consumer education. He has been selected several times as a Top 50 Advisor in Canada by Wealth Professional. In addition to authoring the personal finance book and Canadian Bestseller, Managing the Bull, he also wrote a widely used guidebook for financial advisors called The Structure of the Client Centred Practice, used by many financial institutions. 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 a granddaughter. He is passionate about downhill skiing, sailboat racing, performing music with a classic rock band, and is evolving from running to cycling, to the relief of many body parts.

CIM

Wealth Advisor & Portfolio Manager

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Eric joined us in 2019, after three years with RBC Dominion Securities and a long career as a soloist with the Royal Winnipeg Ballet. While dancing, he also worked at RBC in various banking positions and attended business school. He has brought to our team significant experience with trading of individual securities, after working with one of the largest team of brokers. His attraction to Christianson Wealth Advisors was to move to a team with order, process, and 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.

Our associates

Raelene Roy

B. Comm (Hons)

Wealth Associate

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Raelene joined us in 2017, after graduating from 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 CFP accreditation. Her recent addition is Rémy, an adorable and rambunctious Dalmatian.

Kim Mathers

Wealth Associate

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Kim has been our master of all things administrative for the last seven years. She was recognized with a President's Award of Excellence in 2019. She has almost 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 

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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

Cory Papineau

Senior Advisor, Financial Planner

National Bank Financial Wealth Management

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Eric Lafrénière

Vice President & Head of Commercial Banking, MB & SK

National Bank

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Tricia Carver

Insurance Advisor

National Bank Insurance

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Karen Biggar

Senior Personal Banker

National Bank of Canada

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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.

Contact us

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