Aidan supports wealth advisors in providing holistic advisory services by providing them with on-demand tax information to support their clients. She has extensive experience in tax and is passionate about helping her clients make sense of both their tax compliance obligations and tax planning opportunities. Aidan holds a B. Math (Honours) from the University of Waterloo, a Master of Accounting (Honours) from the University of Waterloo, and is a Chartered Professional Accountant.
Our Team | Current Wealth Advisors
Our Team
Most people don't want a salesperson or a lecture on financial theory – they just want to know how much they can safely spend, how to stop overpaying the CRA, and how their investments will hold up when the markets inevitably hit a rough patch.
Before becoming a Wealth Advisor and Portfolio Manager, Andrew spent more than a decade in institutional risk management for a multinational insurance company. His job was simple in concept and rigorous in practice: figure out everything that could go wrong with a 150 billion dollar bond portfolio, build models to measure the impact, and develop policies that help the portfolio weather the storm.
Today, through Current Wealth, Andrew brings that same stress-tested discipline to successful families, professionals, and business owners. Rather than relying on generic templates or financial salesmanship, he builds custom portfolios designed around the actual cash-flow needs of your life.
How Andrew Works With Clients:
- Math Over Guesswork: Every investment decision and retirement projection considers real-world scenarios – so you understand the actual risk in your portfolio before a market downturn happens, not during one.
- Smart Tax Structuring: True portfolio performance isn't about what your investments earn on paper; it's about what you keep. Andrew structures your holdings across corporate, trust, and personal accounts to systematically reduce your lifetime tax bill.
- A Decades-Long Runway: High-net-worth planning isn't a five-year exercise. As a Chartered Financial Analyst (CFA) charterholder, Andrew built his practice to outlast your retirement – ensuring continuity for you today and a steady hand for the next generation tomorrow.
Outside the Office
A lifelong Winnipeg resident, Andrew lives with his wife, Kali, and their energetic northern Manitoba rescue dog, Robin. When he isn't partnering with clients to build a better financial future, you can usually find him playing music with his wife, golfing, or tinkering in the garage to keep his 1964 MG Midget running smoothly.
Our Extended Team
Yasoob Ali
Chief Advisor, Wealth Management Solutions
National Bank Financial - Wealth Management
Aidan McKay, CPA, CA, MAcc, BMath
Senior Planning Advisor, Tax
National
Bank of Canada
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.
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.
