Shawn has been in the wealth management industry for 24 years and started his carreer with Merrill Lynch Canada. He previously worked with HSBC Securities Canada for 10 years, before being bought buy National Bank Financial. Married with two children, he graduated from the University of Calgary with a Bachelor of Arts degree in Economics.
We work together to achieve your goals
Our team of experts
Joseph Chan
Senior Wealth Associate
English
Joseph has more than 27 years of industry experience and has been a member of the team since 2007. He is actively involved in the Chinese community and the sport of table tennis. He is fluent in both Cantonese and Mandarin.
Our partners
Njideka Harris-Eze, CFP, CFDS, FMA, CIM, FCSI, B.Sc.
Senior Advisor, Financial Planning & Advisory Services
National Bank Financial – Wealth Management Solutions Group
Njideka is a Financial Planner with a passion for people and a realistic view on planning, which serves to make her a highly effective financial planning professional and educator. During Njideka’s career she has held positions in banking and financial planning in several world class institutions after successfully transitioning from the IT world. Most recently, she is joining us from T.E. Wealth.
Today, as a Senior Advisor, Financial Planning with National Bank Financial, she relishes the opportunity to provide expert financial planning advice with the desired outcome of making a difference to the clients of National Bank Financials’ Wealth Advisors. Through comprehensive financial planning, Njideka addresses simple to complex issues with actionable, realistic, and effective solutions.
Njideka holds the Certified Financial Planner (CFP), Chartered Financial Divorce Specialist (CFDS), Financial Management Advisor (FMA), Chartered Investment Manager (CIM) designations as well as a B.Sc. in Computer Science. She is a Fellow of the Canadian Securities Institute (FCSI).
As an avid community leader, Njideka’s volunteerism ranges from serving as President, Vice President, and Treasurer of the Nigerian Canadian Association of Calgary, to teaching youth financial literacy skills through various programs. She works diligently to promote financial empowerment and advocates passionately for marginalized communities.
Steve Melling
Estate Planning & Insurance Specialist
National
Bank Insurance Firm
Steve has 32 years of industry experience. His areas of expertise are in Estate Planning and Personal Lines of Insurance coverage. He works primarily with Executives, Professionals, Business and Farm Owners, providing succession, conservation, and protection strategies. To compliment the above, his firm also has a team to provide advice and expertise in Employee/Executive Benefit Packages.
Steve started his career with Great-West Life as an agent in 1988, became a partner in a brokerage firm in 1992, and went on to establish his own company in 1995 specializing in the above. For the last 22 years he has also contracted to and provided service for National Firms: Midland Walwyn, Merrill Lynch, CIBC Wood Gundy, and has been contracted with National Bank Financial for 15 years.
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 regarding the industry and opportunities for planning. He takes a holistic approach involving the clients’ professional advisors to ensure comprehensive solutions.
Connie Hykaway
Senior Advisor, Estate Planning²
National Bank Financial
Connie holds a Bachelor of Commerce degree with a major in Accounting as well as a Bachelor of Laws degree from the University of Alberta. She is a member of the Law Society of Alberta and the Canadian Bar Association and she has her Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners. With over 20 years experience in providing estate planning assistance to affluent clients, Connie provides detailed information so clients can make well-informed decisions based upon their personal, financial and tax situations, their personal priorities and the needs of their estate. Her goal is to help clients achieve peace of mind by knowing that their affairs are in order.
Sakine Rahim
Premium Banker
National
Bank of Canada
As a Premium 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 Wealth 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 18 years of experience at National Bank, both in Private Banking and in Personal Banking, Sakine is recognized for her thoroughness and dedication to clients.
- 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.
- 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.
