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 & Portfolio Manager

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English

For the past 21 years, I have been working in the financial services industry as a Wealth Advisor. I achieved my Portfolio Manager accreditation in 2011 and have been helping my clients achieve their retirement goals using customized financial solutions ever since.

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. I also have a deep passion for retirement planning ideas and concepts to better my clients' financial lives.

My clients have told me I make their lives easier when it comes to dealing with navigating retirement solutions. Building my clients wealth has also been a focus of mine my entire career.

I was born and raised in Winnipeg and continue to live here with my wife Lina and our dog Tristan. We enjoy getting away a few times a year to our home in Scottsdale, AZ.

Wealth Advisor

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A former business owner with over 21 years in the financial services industry.  Marcel believes in offering a tailored individual approach that stresses full-service and strong results.  Marcel is responsible for comprehensive portfolio management, professional advice and investment decisions.  Marcel's credentials include a University Degree in Economics and Canadian Securities course. Please contact Marcel for comprehensive portfolio reviews and evaluations.

Rizwan Aziz

Wealth Associate

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Riz has been working in the financial services for 12 years, with 10 years experience in supporting investment advisors and 2 years working in back office/ middle office liaison. He completed is Investment Representative training in 2010. Riz moved to Winnipeg from Toronto in 2002 and decided to call Winnipeg home after meeting his wife here.

Outside of work, Riz enjoys travelling, Latin ballroom dancing, scuba diving, training Mixed Martial Arts and running.

Brandy Cudmore-Mann

Wealth Associate

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With over 17 years experience in the financial services industry, Brandy will be responsible for assisting in managing portfolios, research, financial planning which encompasses investment retirement, estate and insurance planning.  Brandy's qualifications include BA from the University of Manitoba as well as the Canadian Securities course, Conduct & practices course, Professional Financial Planning course, Derivative Fundamentals course all of which was completed through the Canadian Securities Institute.  Brandy is also a Life Insurance Advisor.

Our Partners

Our financial advisors | Machel De Leeuw Advisory Group | 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
 

Our financial advisors | Machel De Leeuw Advisory Group | National Bank Financial - Wealth Management
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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 De Leeuw Advisory Group | National Bank Financial - Wealth Management
Linn Man Manager, Commercial Banking, collaborator

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 De Leeuw Advisory Group | National Bank Financial - Wealth Management
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Shali Zhang

Retail Bank Manager

National Bank of Canada

Shall has been in the banking industry for almost 15 years and working as branch manager for the National Bank branch on Provencher in Winnipeg since 2015. Shall graduated from the University of Calgary with Master’s degree in statistics.
With her education and professional experience, she can provide sound financial advice around personal financing and savings strategies.She is passionate about her clients’ financial wellbeing.

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.