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

Senior Wealth Advisor
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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.

Wealth Advisor
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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
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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
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English

Nicole has been in the investment industry for 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 Wealth Associate. Additionally, she has completed the Derivative and Options course (DFOL). In her spare time Nicole enjoys being outdoors, walking her dog, riding a bike or even taking the quad for a ride.

Lia Hanzen

Associate
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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.

Tracy Boutet

Associate
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English

With more the 13 years' of industry experience, Tracy brings a wealth of knowledge to our team and is responsible for the day-to-day administrative functions and tending to client's needs. She enjoys spending time with her family; husband Josh and two children Olivia and Colton. During the summer months, Tracy likes to visit her family cottage in Northwestern Ontario. She also enjoys catching up on a good show, reading and playing fetch with her golden retriever pup, Winston.

Our collaborators

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, Senior Personal Banker

Karen Biggar

Senior Personal Banker

National Bank of Canada
 

Karen Biggar is a Senior Personal 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 Personal and Small Business 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
 

  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.