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.

Rizwan Aziz

Wealth Associate

204-283-9055

204-942-6194

rizwan.aziz@nbc.ca

English

Riz has been working in the financial services industry since 2008, began supporting investment advisors in 2009, and spent 2 years working in back and middle office. He completed his Investment Representative training in 2010.

Riz moved to Winnipeg from Toronto in 2009 and decided to call this city his home after meeting his wife here. Outside of work, Riz enjoys travelling, Latin ballroom dancing, scuba diving, training Mixed Martial Arts, and running.

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.

Our Partners

Our financial advisors | Machel & Associates Wealth 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

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

Cory has worked with a wide range of clients, including business owners, 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 and knowledge 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.

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

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.

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

Richard Bosc

Senior Manager, Commercial Banking

Richard Bosc is a Senior Manager, Commercial Banking at National Bank of Canada based in Winnipeg. He’s worked with National Bank since 2018 and has over 25 years’ experience in Commercial Banking having led the Commercial Team at a local Credit Union for 13 years. Experienced in providing a wide range of commercial banking services such as cash management solutions, international, commercial lending, business transfers and commercial real estate.

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.