Our team provides personalized expertise to guide you through your financial journey. We listen to you in order to understand your goals and concerns. We provide access to experts to bring clarity to your unique situation.
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As a Wealth Advisor, Brenda is committed to providing comfort and confidence when helping clients reach their financial goals. She does this by helping them manage, preserve and build their wealth during each stage of their life. With a dedicated process along with regular reviews, relationships are developed and clear pathways unique to each individual and their family ensure that clients are on a comfortable, knowledgeable path to fulfilling the plans for their future.
Brenda's top core value being continuous learning has driven her to complete many courses throughout her career while she was raising her family. Some of these courses included the Canadian Securities Course, Conduct and Practice Handbook, Wealth Management Techniques, Canadian Insurance Course and led her to obtain the Personal Financial Planning designation and Financial Management Advisor designation. In 2012, Brenda was appointed the title of Wealth Advisor with National Bank Financial.
Her continuous learning journey then pivoted and she started mentoring with Jack Canfield, Success Coach and author of the Success Principles and Co-Creator of the Chicken soup for the Soul book series to become a certified life coach. Brenda is the first Wealth Advisor in Canada to obtain this certification. The Success Principles has helped thousands of people worldwide get from "where they are" to "where they want to be" and this training continues to help her in her Wealth Management practice today when advising her clients.
An active member in the community, Brenda’s leadership was instrumental in bringing the Thunder Bay and District Humane Society’s High Volume, Low Cost Spay Neuter Clinic to the community which is now saving thousands of animals lives by offering affordable Spay and Neuter services to everyone. Currently in her spare time you can find her out on the golf course, paddle boarding on a clear lake, spending time with friends and family and most importantly loving up her adorable grandsons.
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Bill is a Wealth Advisor passionate about helping clients reach their financial goals.
Bill spent 7 years working in public accounting firm where he obtained a CPA designation. Bill gained valuable accounting experience working his first few years in a national public accounting firm’s assurance group. He spent the following years working in the tax group and with the business valuations and advisory group, where he advised clients in various matters such as retirement planning, estate planning, tax reorganizations, remuneration planning, business valuations, and advising clients looking to sell or purchase businesses. Along with individual clients, Bill has extensive experience working with owner-managed businesses, investment holding companies, estates and family trusts.
Bill believes in continuing education and is constantly participating in courses to further his knowledge as part of his commitment to providing as much value as he can to clients. He is dedicated to his community and enjoys planning and participating in charity events. Bill is motivated by the success of his clients and the prosperity of the community in which he lives.
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Codi is an Wealth Associate and has been working with Brenda Everts since 2010 after graduating from Lakehead University. During this time her continuing education journey lead her to become a fully licensed associate. This enhanced knowledge makes her a valuable asset both to the team and our clients. She has completed the Canadian Securities Course, Conduct Practice Handbook exam and Wealth Management Essentials Course. She aspires to work as a Senior Wealth Associate and obtain the Personal Financial Planning designation which would allow her more hands on interactions with clients.
When not at work Codi spends her free time with her husband Taylor, their 2 dogs and 3 cats and she enjoys being on the lake paddleboarding or out on the golf course with friends.
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.
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.
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.
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.
