Meet Our Team

 Our expert team is here to meet your financial needs.

We work together to achieve your goals

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.

Our Team of Experts

Senior Investment Advisor, Senior Vice President

Jeremy joined National Bank Financial Wealth Management through the acquisition of Wellington West Capital Inc. in 2010.  As a Senior Investment Advisor and Senior Vice President, he is passionate about fostering a mutual learning experience for his team and translating that into favorable results for clients.

His solid experience in the financial industry has given him a depth of knowledge and quiet confidence which his clients have come to trust and appreciate, resulting in long-standing relationships over the past 20 years.  

Jeremy is a charter member of National's Investment Advisory Council which liaises with senior management to provide integral input and feedback. He is also a proud member of a fraternal organization and is a supporter of numerous charitable organizations in and around Calgary. 

Married to an amazing lady and blessed with two boys who are active in lacrosse, soccer, basketball and mixed martial arts, Jeremy has also found time over the past decade to coach young athletes, imparting the sports/life philosophy of "with effort comes reward". Having experienced the rewards that come with effort and discipline in his own life, Jeremy now finds it extremely satisfying as a mentor to watch as others embrace these lessons as well.

Investment Advisor

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 Investment 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.

 

Ariel Leaver

Senior Investment Associate

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 a licenced Investment Associate, her role on the team is to support and maintain the deep respect and commitment of care to our client relationships. She will be assisting with both the administration of our business and with trading execution. As the mother of 2 sporty kids, when she isn’t working, she is running from the hockey rink, to the dance studio, to the batting cages, and everywhere in between. In the rare moments of quiet, she’ll be nose deep in a book, and dreaming of her favourite kind of rainy days on Vancouver Island.  

Brianne Hender

Associate

Born and raised in Saskatchewan, Brianne has worked in the financial industry since 2003. Her role on the team is to support and maintain the deep intricacies and commitment of care to our client relationships. A strong believer in exceeding client expectations and building trusting relationships, Brianne is looking forward to expanding these attributes within our team.  Brianne is also a mother of 3 busy children and can often be found at the ball diamonds, hockey rinks and/or football fields. When she has a moment to herself, she may take a trip to Nashville for the fun and music or head out to the mountains for some peace and zen.

Our Partners

Craig Pawlychyn

Senior Private Banker - National Bank Private Banking

Craig is a Senior Private Banker who assists clients of Dahms Wealth Management group by facilitating day-to-day banking transactions, as well as credit and lending requirements.  He works closely with the team to support clients' integrated investment objectives and overall wealth management strategies. With over 13 years of experience in the financial services industry, Craig is recognized for his expertise in delivering exceptional client experience and complex credit solutions. 

 

Sakine Rahim

Senior Personal Banker - National Bank of Canada

As a Senior Personal Banker, Sakine provides a full suite of banking and lending solutions tailor-made for clients of National Bank Financial Wealth Management (NBFWM). Working exclusively with Investment Advisors and as a complement to the existing advice provided by NBFWM, Sakine assures continuity in the execution of their clients’ wealth management strategies.

With 15 years of experience at National Bank, both in Private Banking and in Personal Banking, Sakine is recognized for her thoroughness and dedication to clients.

Steve Melling

Senior Estate Planning & Insurance Specialist CFP, EPC National Bank Insurance

Great-West Life was the beginning of Steve's career where he worked as an agent in 1988, he became a partner in a brokerage firm in 1992, and went on to establish his own company in 1995 with his specialty being in senior estate planning and insurance. For the past 22 years, he has worked closely with national firms and is honoured to extend his services to the Dahms Wealth Management Group. 

Steve has 30 years of industry experience. His area of expertise is in Estate Planning and Personal Lines of Insurance Coverage. He works primarily with Executives, Professionals, Business Owners, and Farm Owners by providing succession, conservation, and protection strategies. 

In addition to the above, Steve has served on a number of industry, non-profit, and community boards over the years. He speaks on a regular basis to various groups and organizations in regards to the industry and opportunities for planning. He takes a holistic approach involving all of the clients' professional advisors to ensure comprehensive solutions. 

Insurance services and products are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund and the products sold or provided by NBIF are not guaranteed by the Canadian Investor Protection Fund.

Contact us

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

 

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