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

Vice-President, Investment Advisor, Portfolio Manager

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For the past 20 years, I have been working in the financial services industry.  I received my Portfolio Manager license 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.

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

Senior Investment Advisor and Vice President

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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, Canadian Securities course, and is a Life Insurance Advisor.  Please contact Marcel for comprehensive portfolio reviews and evaluations.

Christian Dibernardo

Investment Associate

Rizwan Aziz

Investment Associate

Brandy Cudmore-Mann

Investment Associate

Monique Love

Senior Personal Banker

Peter Holowchuk

Commercial and Agricultural financing specialist

Shali Zhang

Retail Bank Manager

Our Partners

Cory Papineau

Senior Advisor, Financial Planning

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Cory has worked in the financial services industry for over 20years, providing clients with accurate, timely and comprehensive financialplanning solutions. He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the CertifiedFinancial Planner (CFP) designation.

Cory has worked with a wide range of clients, including businessowners, 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 andknowledge 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.

Tricia Carver

Insurance Advisor

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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 Birdsall Wealth Management Group clients to help address their insurance needs, working closely with our Financial and Estate Planning partners.

Connie L. Hykaway

Senior Advisor, Estate Planning

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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.

Connie has gained significant experience working with other major financial institutions as well as in private practice providing estate planning and administration assistance to affluent clients. Her goal is to help clients achieve peace of mind by knowing that their affairs are in order.

Contact us

Get contact information for our team members and find out where our offices are.

 

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