Ariel started her career in the financial industry in 2010 and is dedicated to her continuing education and developing skill set in our ever changing investment industry.
As skilled and experienced investment professionals working with National Bank Wealth Management, we put our clients’ interests above all else in every decision we make. As your Investment Advisory Team we offer you sophisticated portfolio-building services backed by thorough research. Furthermore, when it comes to choosing securities, we only select those investments that meet your overall wealth management objectives.
Ariel started her career in the financial industry in 2010 and is dedicated to her continuing education and developing skill set in our ever changing investment industry.
A welcome addition to the Dahms Wealth Management team, Daniel continues to deliver top notch investment advice combining financial planning, tax efficiencies, and estate consideration for our clients. Being part of a larger team has allowed for Dan to take advantage of the synergies and resources that have developed from being in our South office.
After graduating from the University of Calgary and traveling abroad for a year, Daniel joined National Bank Financial Wealth Management in 1997 as an Wealth Advisor. Over the past 20 years, Daniel has provided guidance and direction to multigenerational clients who trust his open and honest communication and transparent financial principles.
Daniel is passionate about building clients an all-inclusive financial plan that creates the income and the growth they desire, while ensuring that they achieve their goals to protect their family and/or business. This continuous and cohesive detail to planning is the cornerstone to reinforcing the peace of mind and the aspirations for our clients.
Married to his high school sweetheart and along with their two teenage daughters, the Russell family lives a dynamic life filled with family, friends, sport, and adventure. In the past, Daniel served as a board member and Treasurer for the Community Crisis Society in Strathmore, as well as volunteered in Tijuana, Mexico building homes for families with the Homes for Hope Foundation.
Ivette brings nine years of experience in the banking industry to her
role as a Licensed Wealth Associate. Eager to advance her career in
the investment industry, she is committed to delivering exceptional
service by understanding each client’s unique needs.
Holding a
Business Administration Diploma from SAIT with a major in Finance,
Ivette initially completed a degree in Industrial Engineering, where
she discovered her passion for continuous improvement, detailed
analysis, and generating insightful reports. Her academic background
helped shape her love for working with others, contributing to team
success and collaborative problem-solving.
Outside of work,
Ivette enjoys spending quality time with her family, attending her
children's sports activities, paddleboarding, and biking.