Meet our team

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

Senior Wealth Advisor

Phone picto

204-925-2255

Fax machine picto

204-942-6194

Email picto

greg.klassen@nbc.ca

LinkedIn page logo

Gregory Klassen

Speech bubble picto

English

Greg is not your typical Wealth Advisor. He takes a personalized, hands-on approach to his client's investments leveraging his greatest strength – tailored asset selection. This means that Greg works carefully to understand the needs, goals and risk tolerances of his client's, in order to create a customized plan to best fit your specific set of objectives. He considers himself an old school ‘stock picker’ and is constantly researching the markets and learning about new investments that will present good value opportunities for his clients.  Greg enjoys spending time with his three girls, golfing and watching football. Everyone who knows Greg knows that he is a huge Green Bay Packers fan.

Senior Wealth Advisor

Phone picto

204-925-2254

Fax machine picto

204-942-6194

Email picto

darren.klassen@nbc.ca

LinkedIn page logo

Darren Klassen

Speech bubble picto

English

Darren has been advising clients on investment and insurance related decisions, with a retirement planning focus, for over 27 years. He takes a holistic approach to wealth management and continues to expand his knowledge around planning. Darren enjoys golfing in the summer and coach to his daughter’s ringette team in the winter. 

Wealth Advisor

Phone picto

204-925-5864

Fax machine picto

204-942-6194

Email picto

anuj.maini@nbc.ca

LinkedIn page logo

Anuj Maini

Speech bubble picto

English, French

Anuj has spent his entire professional career ensuring his clients are in a better financial position from day one of them meeting. His main priority is developing long term relationships with his clients, by taking the time to listen and getting to know what is truly important in their lives. He started his career in Wealth Management in 2003, after graduate from the University of Manitoba with a Bachelor of Arts degree, majoring in Economics and Business. He has also obtained his Professional Financial Planning (PFP) and his Chartered Investment Manager (CIM) designations. When he’s away from the office, Anuj enjoys playing almost any sport and is a huge Winnipeg Jets fan. Last and most importantly, he enjoys spending time with his wife, Michelle and two young sons, Kailas & Rydan. 

Nicole Works

Senior Wealth Associate

Phone picto

204-925-5173

Fax machine picto

204-942-6194

Email picto

nicole.works@nbc.ca

Speech bubble picto

English

Nicole is a Senior Wealth Associate and has been in the investment industry for over 20 years. As her passion for the industry grew, she worked hard to advance her career. She quickly passed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) to become a licensed Wealth Associate. Additionally, she has completed the Derivative and Options course (DFOL) and most recently the Wealth Management Essentials (WME).  Nicole’s primary focus is nurturing longstanding relationships with clients by providing superior client service and solutions tailored to individual client needs.

In her spare time Nicole enjoys being outdoors, walking her dog, or even taking the quad for a ride.

Lia Hanzen

Associate

Phone picto

204-285-2352

Fax machine picto

204-942-6194

Email picto

lia.hanzen@nbc.ca

Speech bubble picto

English

Lia is a internationally educated professional with more than 14 years’ experience in the industry in Brazil. She has been in Canada since 2018 and joined our team in 2021.  Lia has been working hard to complete the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) to become a licensed Wealth Associate. In her spare time, she loves to spend time with her husband Nilton, her dog Lily, and catching up with friends.

Jessica Castro

Wealth Associate

Phone picto

204-925-5179

Fax machine picto

204-942-6194

Email picto

jess.castro@nbc.ca

Speech bubble picto

English

Jessica has 12 years of experience in the investment industry. She has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) to become a Wealth Associate. Additionally, she is aiming to get her Wealth Management Essentials (WME) to advance her career and knowledge. Outside of her professional pursuits, Jessica enjoys reading books and spending time with her dog Murphy while exploring the outdoors through activities like hiking, climbing and soccer. 

Our partners

Our financial advisors | Klassen Wealth Advisors | National Bank Financial - Wealth Management
Photo of Tricia Carver, Insurance Advisor

Tricia Carver, CPA, CFP, TEP

Insurance Advisor3

National Bank Insurance Firm
 

Trish has been providing tax and estate services to high net worth clients for over 25 years, combining her knowledge and experience to help affluent families achieve their financial goals.

She began her career working in the audit and tax group of a major accounting firm and from there, spent 18 years in the tax and estate planning division of a life insurance company. Most recently, Trish worked with a large financial institution as a Wealth Strategist, focusing on delivery of planning advice for high net worth clients with complex planning needs.

A graduate of the University of Manitoba (B.Comm.Hons.), Trish also holds her Chartered Accountant designation, is a Certified Financial Planner and has obtained the Trust and Estate Practitioner designation. She is currently serving as Public Relations Officer for the Society of Trust and Estate Practitioners (STEP), Winnipeg chapter.

In her role as Insurance Advisor, Trish supports the team clients to help address their insurance needs, working closely with our Financial and Estate Planning partners.

Our financial advisors | Klassen Wealth Advisors | National Bank Financial - Wealth Management
Photo of Karen Biggar, Premium Banker

Karen Biggar

Premium Banker

National Bank of Canada
 

Karen Biggar is a Premium Banker at National Bank of Canada, with over 25 years of experience in the Financial Services industry. Karen is committed to providing an exceptional level of customer service in all business interactions. She is skilled in preparing customized solutions for clients borrowing and banking needs. Outside of work, she is passionate about volunteering and giving back to the community in which she lives and works.

Our financial advisors | Klassen Wealth Advisors | National Bank Financial - Wealth Management
Photo of Cory Papineau, Senior Advisor, Financial Planning & Advisory Services, collaborator

Cory Papineau, BA, CFP

Senior Advisor, Financial Planning & Advisory Services1

National Bank Financial - Wealth Management
 

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.

  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.

 

See our contact details
Phone picto

204-925-2250

Email picto

klassenwealth@nbc.ca