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.

Feel free to contact any member of our team to learn how we can partner with you to develop a personalized wealth plan tailored to your individual retirement and life goals.

Our team of experts

Investment Advisor, Portfolio Manager

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Born and raised in Windsor, Craig has been working with individual and institutional investors in Windsor and Essex County for over 30 years. Craig strives to ensure our team’s portfolio management excellence and commitment to the highest professional and ethical standards.

Craig is a Bachelor of Commerce graduate of the University of Windsor where he majored in Finance and Economics. Following graduation, he seized an opportunity to train in the area of Investment Management in Toronto and was recruited by TD Bank Group to open the TD Evergreen branch in Windsor. TD Evergreen is now known as TD Wealth Private Wealth Management. Starting as the only employee, Craig grew the TD Evergreen presence to over a dozen employees and was eventually recruited by National Bank Financial (NBF).

During his time with NBF Craig has obtained the prestigious designation of Portfolio Manager. A Portfolio Manager specializes in high-level investment strategies tailored to affluent clients and has the ability to conduct discretionary portfolio management services on behalf of their clients.

Throughout Craig’s career, he has prided himself on getting to know his clients, understanding their individual circumstances, and providing them with the most important thing a Portfolio Manager can - Peace of Mind. Outside the office, more than anything Craig’s source of pride is his 2 daughters who are off pursuing their dreams.

Investment Advisor

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Lyle is a university of Windsor graduate born and raised in South Windsor. After working in the office equipment industry for 13 years, Lyle began his 20+ year career in wealth management with BMO Nesbitt Burns. In 2013 Lyle decided to join National Bank Financial as an Investment Advisor and eventually chose to merge his practice with the Mallender Wealth Management team. Lyle specializes in financial planning, insurance solutions and passive investment strategies aimed at achieving maximum returns with minimal associated costs.

Lyle is an avid sports enthusiast and coached many youth sports while his children were growing up. Windsor South Canadian Little League, Windsor Minor Hockey Association, Sun Parlour Female Hockey Association and Windsor Soccer Club just to name a few. In his spare time, Lyle enjoys golfing, fishing and spending time with his wife of 30+ years Vicky (Lalovich).

Youssef Haidar

Investment Associate

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English, French, Arabic & Spanish

Youssef coalesces financial data and facts into information to help service the Mallender Wealth Management Team's investors. He assists our investors with portfolio analyses, asset allocations and financial services. He aspires to form and maintain positive relationships based on trust and dependability with all he comes in contact with.

Youssef is enjoys an active lifestyle filled with sports, hiking and travelling. 

At the core, He is an insightful person who is interested in the "why" just as much as the "what". A person who believes that we do ourselves the most good, by doing something for others. A person striving to be better today than he was yesterday.

Marlene Wilkinson

Investment Associate

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Marlene Wilkinson

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Awards

Our Address, Hours & More

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