Meet our team

Professionals who listen to your needs

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing 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 & Portfolio Manager

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Lance and his team are passionate about offering their clients tailored advice and financial solutions.  They are humbled by the trust of their clients and value the many long-term relationships they have, some which span over 30 years.  Lance uses a personal and comprehensive approach with his clients to develop unique investment solutions that are both transparent and easy to understand. 

During his career Lance has been recognized by National Bank Financial for various accomplishments, most notably as one of four national finalists for Portfolio Management Excellence, and recently his team was honoured to be awarded Regional Team of the Year in 2019. 

After graduating from the University of Calgary with a Bachelor of Commerce degree with a concentration in Finance, Lance began his career in the investment industry as a Wealth Advisor in 1992.  Since then, he has been committed to working with professionals, business owners and families to develop and implement comprehensive wealth management solutions and investment strategies. 

Lance has continued to enhance his investment expertise and professional development to ensure he can always provide his clients with comprehensive and current advice.  He is a Certified Investment Manager (CIM) and has completed numerous other courses through the Canadian Securities Institute that gives him an extensive breadth of knowledge in wealth management.

Lance is a man of integrity and is dedicated to his family and friends.  He has been married to his wife Nicole for 25 years and together they have two wonderful and accomplished children.  In addition to spending time with family and friends, Lance enjoys hiking, golfing, skiing, fly fishing and travelling to experience new cultures.   

Senior Wealth Advisor
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Kristin brings her passion and experience in Wealth Management, leadership and synergy to her team and client relationships. She has established rooted, generational relationships with her clients, and wealth management partners. Kristin utilizes her breadth of experience to accurately identify client’s financial goals which are the fundamental base to develop and implement impartial, unbiased investment strategies.

Relying on her personal experiences, Kristin understands the complexities clients face when it comes to comprehensive Estate planning. This unique perspective allows her to relate with individuals and families to avoid unintended tax consequences that may result from the best of intentions.

Her journey in the financial industry began in high school, when she began working with her dad, now retired. Kristin moved to Calgary after completing a Marketing Diploma in Lethbridge and began working with Merrill Lynch in 1999. During this tenure, she also completed a Bachelor of Management degree with a major in finance. It is safe to say over the years she has worn many hats. From receptionist to now Senior Wealth Advisor she has a passion for continual development of wealth strategies to meet the ever-growing needs of their clientele.

Kristin is married and has two children. As a family they enjoy the outdoors, spending most of the Winter skiing and Spring to Fall on their bikes. She is currently on the Team Panorama Board as Social Chair and makes time to volunteer at their youngest’s school.

Wealth Advisor & Portfolio Manager
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Over the decades, Travis’s commitment to honest and professional wealth management advice has helped guide multiple generations of clients achieve their financial goals. Due to his open and straightforward approach to providing investment solutions, Travis is trusted by his clients as he helps simplify the ever-increasingly complex world of finances. As the holder of the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute, Travis is able to assist his clients on all aspects of the management of their finances.

After starting to invest on his own at the age of 18, Travis began his career in the investment industry with Midland Walwyn in 1997 and has been with National Bank Financial since the Lethbridge branch first opened in 2005.

Travis has his pilot’s license and enjoys aviation as a recreational hobby, including supporting the Canadian Owners & Pilot’s Association (COPA) and their COPA for kids program that gets young children interested in aviation, their first ride in a light aircraft.

Louise Flora

Senior Wealth Associate

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English, French

As a licensed Senior Wealth Associate, Louise supports the team in completing transactions at a client’s request, as well as ensuring all of their administrative needs are met.  This includes assisting with account documentation, deposits or withdrawals, account transfers and much more.

Louise has been assisting clients in the investment industry since 1996. Her positive attitude and attentive nature have endeared her to clients and co-workers alike.  Louise’s high level of commitment and service to clients was recognized by National Bank Financial by honouring her as a member of the Elite Club for wealth associates in 2017.

Louise is passionate about her family, friends, and travel. She enjoys spending her free time baking and pursuing artistic endeavors.

Carley Gallagher

Wealth Associate
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Having recently completed her licensing to become a Wealth Associate, Carley is the first point of contact for all clients. Working alongside Senior Wealth Associate Louise Flora, Carley handles all client requests and ensure that all of their administrative tasks are thoroughly executed. With her client first approach, Carley strives to provide a seamless, accessible experience with integrity, rigor, and inclusion.

Carley brings just under 2 years of experience to Legatum Wealth Advisors. As an active investor since the age of 18, Carley is passionate about financial education from a young age. Her love for finance influenced her educational endeavors, as she graduated with Honors from Mount Royal University. At university Carley gained first-hand experience on the Student Investment Fund which allowed for a smooth transition into the financial sector, within a team-based environment.

In her spare time Carley volunteers with AARC’s (Alberta Animal Rescue Crew Society) and Compassion Canada. She is involved in her community and plays volleyball on the rec league close to her home. Carley enjoys being outdoors in nature either hiking, camping, or mountain biking with her husband and their two dogs. In the winter she continues to enjoy the mountain slopes on her skis. Currently on maternity leave until fall of 2024.

Danica Garcia

Associate
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As the newest Associate on the team, Danica has joined us while Carley is on maternity leave. She is working alongside Louise to handle all client requests to ensure all their administrative tasks are completed. Danica is passionate on providing exceptional client service as she learns the role.

In her previous role, she was a securities administrator in a trust company wherein she had the opportunity to deal with large company projects. Having six years of experience in the commercial banking and financial industry, her main priority is to give optimum service to our clients. Danica believes that being reliable, efficient and trustworthy brings the best for her and the team.  She holds a Bachelor’s degree in Management Accounting.

Originally from Philippines, Danica and her husband moved to Calgary a few years ago. Albeit not an easy journey, they are very excited to now call Canada their new home. Aside from being a hard worker, she loves to do outdoor activities during her time off, particularly in the mountains where she enjoys hiking, camping, biking and spending time with loved ones.

Easton Trenke

Associate
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As a part time Associate Easton works closely alongside Louise and Danica to handle any client requests and administrative tasks that arise. Easton has quickly become an integrated part of the team focusing his time to learn many facets of the investment industry. He has stepped into this role dedicated to a client’s first attitude.     

Currently in his 4th year as a business student at Mount Royal University, Easton has pursued a double major in Finance and Management, accompanied by a minor in Accounting. His academic journey has equipped him with a strong foundation in finance and a comprehensive understanding of the intricacies of the business world. Alongside his studies, Easton actively engages in the Finance Students Organization, holding an executive position and contributing to the growth and development of his fellow students. Easton is devoted to continuous improvement and is currently working towards completing his licensing, expanding his capabilities and knowledge.

He is a passionate advocate for community engagement and giving back. One cause that Easton actively supports is Feed the Hungry Calgary, where he selflessly volunteers his time to help alleviate food insecurity and support those in need. In the summer, he finds solace in the mountains by biking, hiking, fishing, immersing himself in the beauty of nature while staying physically active with his family and friends. When the winter arrives, Easton embraces the snowy wonderland, indulging in skiing and snowmobiling.

Our Partners

Our financial advisors | Legatum Wealth Advisors | National Bank Financial - Wealth Management
Photo of Steve Melling, Insurance Specialist, collaborator and partner.

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.

Our financial advisors | Legatum Wealth Advisors | National Bank Financial - Wealth Management
Photo of Kelly Bechard, Senior Private Banker

Kelly Bechard

Senior Private Banker

National Bank Private Banking 1859 
 

Kelly’s 15-year financial services career has included roles with various business lines - Wealth Management, Commercial Banking, Regional Marketing and Community Investment. As a Senior Private Banker, Kelly focuses on providing families with sophisticated banking including personalized lending and credit solutions. Her team prides themselves on being responsive and solutions-oriented, meeting client’s needs in a timely manner. 

Prior to her banking career, Kelly was a member of Canada’s National Women’s Hockey Team where she represented Canada at six World Championships and one Olympic Games. During her time as a national team athlete, Kelly completed her Bachelor of Commerce degree at the Haskayne School of Business at the University of Calgary. 

Originally born to farmers in small town Saskatchewan, Kelly has made Calgary home. Since retiring from sport, she continues to give back by coaching various female hockey clubs over the years. When not in the office or the arena, Kelly enjoys travelling and spending time with family and friends preferably in the sun and the sand.   

Our financial advisors | Legatum Wealth Advisors | National Bank Financial - Wealth Management
Photo of Sakine Rahim, Premium Banker, Representative, collaborator and partner.

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. 

Our financial advisors | Legatum Wealth Advisors | National Bank Financial - Wealth Management
Connie Hykaway, Senior Advisor, Estate Planning, collaborator

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.

We work closely with this team 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. 

  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.