Meet our team

Over 80 years of combined investment experience

$1 billion+ in assets under management

Our service commitment to you

We will deliver professional wealth management, providing personalized solutions through a proven long-term process. We listen, we provide high-quality service and we are focused on achieving your goals. 

 

 

Our team of experts

Senior Wealth Advisor & Portfolio Manager

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English

Over 30+ years of wealth management experience: prior to joining National Bank Financial in 2002, Frank spent 22 years at Thomson Kernaghan, a full service boutique brokerage, serving various senior management roles, including Chief Financial Officer. Frank spent the first 5 years of his career in Audit with Clarkson Gordon.

Away from the office, Frank is an avid golfer and has served two terms on the Board of Directors at the National Golf Club of Canada. Frank is married and has two adult children.

Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.

Client Communication and Relationship Management – client communication, meetings, and problem solving, including immediately responding to client inquiries and requests. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes.

NBF Management Liaison – working with senior management to continuously improve and enhance our clients' experience and overall level of satisfaction.

Principal point of contact for: investment and portfolio analysis; investment strategy and outlook; investment recommendations; financial, tax and estate planning advice.

Wealth Advisor & Portfolio Manager

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20 years of experience in wealth management: joined National Bank Financial in 2002.

Entered partnership with Frank Fini in 2010, forming Fini-Wedge Wealth Management Group.

Bachelor of Commerce (Hons.) from the Asper School of Business at the University of Manitoba; holds the Canadian Investment Manager (CIM) and Chartered Financial Analyst (CFA) designations.

Away from the office, Murray and his wife Nadia are active shuttling their three children to various sports/activities. When kids’ schedules permit Murray enjoys playing golf, hockey, and baseball.

Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.

Client Communication and Relationship Management – client communication, meetings, and problem solving, including immediately responding to client inquiries and requests. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes. Quarterly newsletter to clients.

Business Operations – new client onboarding and integration, best practices oversight and implementation, and execution of business development strategy.

Principal point of contact for: investment and portfolio analysis; investment strategy and outlook; investment recommendations; financial, market and client portfolio analysis; prospective client inquiries; financial, tax and estate planning advice.

Wealth Advisor & Portfolio Manager

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Joined National Bank Financial in 2017 after spending 5+ years in financial research and consulting at Canada Pension Plan Investment Board, Aon, and NBF, specializing in geopolitical and sustainable investing analysis.

Holds a PhD in International Political Economy from the University of Warwick, UK, and a Bachelor of Arts (Hons) in International Relations from St. Francis Xavier University.

Away from the office, Michael is an avid hockey goaltender.

Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.

Client Communication and Relationship Management – client communication, meetings, and problem solving, including immediately responding to client inquiries and requests. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes.

Research and Analysis – investment idea generation, helping to improve and build upon investment performance and best practice standards.

Calvin Pearson

Wealth Associate

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Calvin Pearson joined National Bank Financial in 2025. Prior to his time at National Bank Financial, he developed a strong foundation in capital markets and client services at Scotia Capital and C.I. Financial. Calvin holds a Bachelor of Commerce (Hons.) in Economics and Finance from the University of Guelph. Currently he is registered with CIRO as an Investment Representative (IR), and has completed both the Canadian Securities Course (CSC®) and Conduct and Practices Handbook (CPH®).

He has lived in various parts of the world including Vancouver, Zürich, and Toronto; all of which has contributed to his appreciation for diverse perspectives.

Outside of work, Calvin enjoys hockey, golf, reading, fitness, and working on small home projects.

Alyssa Martin-Tari

Wealth Associate

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Alyssa has gained valuable experience at National Bank Financial and has built a strong foundation in retail banking. With a deep passion for people and a commitment to exceptional customer care, she goes above and beyond to create a welcoming and personalized experience for every client.

Her goal is to combine her expertise with a genuine understanding of each client’s unique needs, fostering long-term relationships. Alyssa has successfully completed her Canadian Securities Course (CSC®) & Conduct and Practices Handbook (CPH®) courses and continues to pursue additional financial designations.

Outside of work, Alyssa prioritizes her well-being by participating in group fitness classes. She values the balance that wellness brings to her life and embraces both personal growth and professional development with enthusiasm.

Have a question? Contact us!

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