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

Wealth Advisor

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Dave was born and raised in Saskatoon and graduated from the University of Saskatchewan in 1986 with his Bachelor of Commerce degree in Finance. Shortly thereafter he started an 18 year career as a commercial banker and in 2005 made a career change to a Wealth Advisor. He has been with National Bank Financial since 2012 and is committed to providing timely service and knowledgeable advice to his clients in a cost effective manner.

Dave has been married for 26 years to his wife Jay, and they have 3 children. In his spare time he enjoys many forms of physical activity including hiking, biking, snowboarding, skiing, hockey, and workouts at the YMCA. He also loves traveling, especially if it can be combined with some of the activities listed above.

Kristin Shaw, B.Com.

Wealth Associate

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Kristin has been in the investment industry since 2008. She studied at the University of Saskatchewan where she obtained her Bachelor of Commerce. She went back to school after completing her degree and received a diploma in Financial Services. Kristin assists Dave in the day to day operations of his business and provides excellent customer service to all our clients. In her free time, Kristin enjoys spending time with her husband, two children and fur baby!

Our Partners

Financing Solutions Specialist

National Bank⁴

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With 10 years in the financial industry, Katy uses her extensive mortgage knowledge to assist clients with their financing and banking needs. Katy believes in a holistic approach to financial planning and forms part of our team to provide innovative financing and banking solutions to our clients.  As a mobile mortgage specialist, Katy is able to meet wherever it is convenient for you.  In her spare time, Katy enjoys spending time in the great outdoors with her new little family.

Ancillary services such as lending and risk planning are provided by affiliated companies such as National Bank of Canada and National Bank Insurance Firm Inc.  These products are not protected by CIPF.

Senior Advisor, Financial Planning & Advisory Services

National Bank Financial - Wealth Management¹

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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. 

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  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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