Our financial advisors | Machel & Associates Wealth Advisory Group | National Bank Financial

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

Mike Machel

Senior Wealth Advisor & Portfolio Manager

English

Mike has been working in the financial services industry as a Wealth Advisor since 2001. He achieved his Portfolio Manager accreditation in 2011 and has been helping clients achieve their retirement goals using customized financial solutions ever since. Mike also has a deep passion for retirement planning ideas & concepts to better his clients’ financial lives.

“My specialty lies in my knowledge of investment products and finding the right investment solution for my clients based on their personal circumstances, objectives, and goals.”

Born and raised in Winnipeg, Mike continues to live here with his wife Lina and dog Tristan, and enjoys getting away a few times a year to various destinations around the world.

Teeson Thompson

Wealth Associate

204-925-2054

204-942-6194

teeson.thompson@nbc.ca

Teeson Thompson

English

Teeson joined us in January 2024, bringing experience from a number of Winnipeg’s wealth management firms. A proud 2023 graduate of the Asper School of Business, Teeson is enthusiastic about contributing to Mike’s business growth and earned his Investment Representative license in March 2024.

Outside the office, Teeson has launched businesses that cater to Winnipeggers and residents in his hometown of Lockport. His diverse interests include spending time outdoors, playing country songs on the guitar, and performing as a member of the Rusalka Ukrainian Dance Ensemble.

Daniel Mamataliev

Associate

204-925-2258

204-942-6194

daniel.mamataliev@nbc.ca

Daniel Mamataliev

English

As an August 2026 addition to our team, Daniel brings a strong background in client service, administration, and financial operations. Prior to joining us, he worked in pension administration, where he supported plan members through a variety of important financial and life events, including retirements, benefit inquiries, and estate-related matters.

Originally from the Kyrgyz Republic, Daniel moved to Canada in 2018 and now proudly calls Winnipeg home. Outside the office, Daniel enjoys travelling, skiing, running, kart racing, and exploring the outdoors.

Our Partners

Our financial advisors | Machel & Associates Wealth Advisory Group | 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 | Machel & Associates Wealth Advisory Group | National Bank Financial - Wealth Management

Linn Man

Manager, Commercial Banking

National Bank of Canada

Linn Man is a Manager, Commercial Banking at National Bank of Canada based in Winnipeg, MB. Linn has over 10 years working experience in financial service industry in Winnipeg, including Commercial Banking Manager at both National Bank of Canada and BMO, and Branch Manager at TD. Linn is able to provide commercial banking service on complex commercial lending transactions, international trade and cash management solutions. For Linn’s education background, he received a Master Degree in Finance from University of Kent in 2011 and a Bachelor of Commerce Degree in Accounting from Asper School of Business at University of Manitoba in 2009.

Our financial advisors | Machel & Associates Wealth Advisory Group | National Bank Financial - Wealth Management

Shali Zhang

Private Banker

National Bank Private Banking 1859

Shali is a Private Banker with nearly 20 years of experience in personal banking. She helps high-net-worth families and entrepreneurs achieve their financial goals through tailored, comprehensive banking and financing solutions - delivered with a strong focus on personalized service and long-term relationships.

Our financial advisors | Machel & Associates Wealth Advisory Group | National Bank Financial - Wealth Management

Connie Hykaway, Senior Advisor, Estate Planning, collaborator

Connie Hykaway, B.Comm, LL.B, TEP

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.

Our financial advisors | Machel & Associates Wealth Advisory Group | National Bank Financial - Wealth Management

Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.

Senior Financial Planning Consultant

National Bank of Canada

Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning. As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

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.

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.
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.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.