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

Wealth Advisor
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English, French

I was born and raised in Winnipeg, growing up in the area of St. Vital with two very supportive parents and two older sisters.  Graduating high school from College Jeanne Sauve in 1998, I knew I had the entrepreneurial spirit from a very young age finding a balance between school, work, and athletics.

My interest in Investments came from my late father who was an avid investor himself and a brilliant mathematician, working as the Chief Statistician for the Health Sciences Centre (HSC).  It was him who encouraged me to purchase my first ever mutual fund at the age of 12 with my first paycheck as a newspaper delivery boy.

This spirit led me to graduate from the University of Manitoba with a Bachelor of Arts degree, majoring in Economics and Business.  I have also obtained my Professional Financial Planning (PFP) and my Chartered Investment Manager (CIM) designation from the Canadian Securities Institute (CSI).

I started my career in Wealth Management in 2003 building success for various Mutual Fund Trust companies, Banks, and Private Wealth Management firms.  Prior to that I spent 5 years working in Taxation for CRA (Canada Revenue Agency) gaining extensive knowledge of the Canadian Taxation system.

I have spent my entire professional career ensuring individuals are in a better financial position from when we first meet.  Although I have worked with folks from all walks of life, I have specialized in working with professionals, business owners, and retirees.  My main priority is developing long term relationships with my clients by spending time listening to them and getting to know what is truly important in their lives.  This is the foundations on how I establish trust and deliver a world class client experience providing a unique financial plan and customized financial solutions tailored to every client's individual circumstance.

I have volunteered for numerous organizations and causes in Winnipeg.  I have also spent a full six year term on the board for the University of Manitoba Alumni Association and acted in an executive capacity for two of those years as Treasurer. 

When I am away from the office, I enjoy playing almost any sport: volleyball and golf.  I am a huge Winnipeg Jets fan and it is known to keep the talking to a minimum when the game is on.  Last and most importantly, I enjoy spending as much time as I can with my family: my wife Michelle and two young sons Kailas & Rydan.

Kathy Hein

Wealth Associate
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English

With almost twenty years experience in the investment industry, Kathy worked in a number of departments before settling in as a Wealth Associate in 2010. Since 2010 she has continued to expand her knowledge by completing the Canadian Securities and Wealth Management Essentials courses. She genuinely enjoys helping clients achieve their financial goals and building meaningful relationships with them. 

In her personal life she enjoys camping, baking, crafting and spending time with her husband Brian and their daughter Charlotte. She is an avid animal lover and shares her home with her much-loved cat Nala. 

Our collaborators

Trish Carver, CPA, CA, CFP, TEP

Insurance Advisor
National Bank Insurance Firm
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English

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.

Karen Biggar

Senior Personal Banker
National Bank Financial - Wealth Management
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English

Karen Biggar is a Senior Personal Banker at National Bank of Canada, with over 25 years of experience in the Financial Services industry.  

Karen is committed to providing an exceptional level of customer service in all business interactions.  She is skilled in preparing customized solutions for Personal and Small Business clients’ borrowing and  banking needs.  Outside of work, she is passionate about volunteering and giving back to the community in which she lives and works.

Cory Papineau

Financial Planner
National Bank Financial - Wealth Management
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English

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. 

*Certain services are offered by third parties. Insurance products and services are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  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.