Meet our Team of Experts

 

Marbach Wealth Management

Our goal is to provide expert advice and personalized service for a select group of highly valued clients. We want you to feel comfortable with your investment decisions and experience peace of mind about your future.

As your financial needs evolve over time, you need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. We understand this and can help you.

My colleagues and I are committed to managing the world's most important investments: yours!

As a member of the National Bank Financial - Wealth Management team, we can draw on more than a century of know-how and the resources of one of Canada's largest financial groups. We have both the expertise and the resources to help you build and manage the assets you need to reach your goals.

We offer each of our clients a personalized approach and a customized investment portfolio. We can also recommend complementary financial products and services in order to meet all of their financial needs.

Our Team of Experts

Portfolio Manager, Senior Vice-President
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306-781-0502

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Joyce leads our team and strives to provide a consistent and personalized wealth management experience. Conscientious and client focused, Joyce ensures effective coordination of all financial matters.  Her primary objective is to allow you to meet your financial objectives and aims to bring you simplicity and convenience.

Joyce’s portfolio management skills have earned her both regional and national recognition. Joyce and her team received Wealth Professionals “Women led Advisory Team of the Year” award in 2018. This was earned as a result of the team’s enduring commitment to always do what’s best for their client.     

Joyce enjoys an active lifestyle, she loves to travel and enjoys golf, cycling and bocce ball. She treasures time spent with her adult children and her three grandchildren.

Associate Investment Advisor, Portfolio Manager
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306-781-0504

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Kristen focuses on working with clients to create long term, personalized financial plans. She also works closely with the team to ensure your portfolio is designed specifically to address your needs. Kristin is a great source of advice in areas of cash management, investment planning and insurance & estate planning.

Kristen is a Certified Financial Planner and has been serving the needs of our clients and their families for a decade. A graduate of the University of Regina, Kristen is committed to life-long learning and has obtained many designations in the areas of financial planning, portfolio management and insurance.   

Away from the office, Kristen enjoys time with her husband and their two children. A former board member of The Twinkle Star Project, Kristen enjoys attending Roughrider games with her Dad.   

Senior Investment Associate
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306-781-0501

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Holly relies on her three decades of experience to ensure one thing…your satisfaction.  Our “Client Relationship Manager” Holly’s primary objective is to ensure that you have a positive experience every time you interact with our team. Holly takes the time to understand and connect with each client on a personal level.

Less than 3% of financial advisors in Canada maintain Holly’s levels of designation. She has an ability to break down wealth management in easy to understand steps. Holly has been recognized nationally as a two-time winner of the firms “Elite Club.” Holly is considered a leader and mentor by her colleagues.

Holly has an eclectic mix of hobbies. She can be found playing the French horn in a local concert band or hammering away at metal while making jewelry. Her work is displayed at a local fine art gallery. Holly also finds solace while spending time at Katepwa Lake with her dog Bentley and cat, Tigger.      

Investment Associate
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306-781-0502

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Brendan is actively involved in the financial planning, monitoring, and execution. His sharp mind enables him to keep a watchful eye on the financial marketplace. He also conducts research and provide the team with support in the areas of administration and technology.  

A graduate of the University of Regina (BBA), Brendan is currently undertaking his Chartered Financial Analyst designation. The CFA designation is the highest level of recognition of finance-related qualifications. Brendan loves the financial services industry and has demonstrated an appetite to learn.

When Brendan is not working or studying, he finds time to be the co-organizer of a local charity event. He enjoys sports, especially golf, soccer, and tennis. Brendan can often be found walking on the Wascana Trails with his dog, Jax. 

Investment Associate
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306-781-0518

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Kaitlin takes great care in overseeing the administration and service of our practice. She is relied upon for her high attention to detail and strong follow through. Kaitlin is a bright light, a quick learner, her work ethic and willing to solve problems make her a valuable part of our team.

A graduate of the University of Regina (BBA), Kaitlin has completed her Canadian Securities Course and has worked hard to advance her financial knowledge. She is well rounded, a people person who has earned the trust of her colleagues and clients. Her impact with clients is felt well beyond her administrative and service tasks.

Kaitlin places a big priority on family. Creative and energetic, she enjoys golf and can be often found planning her next renovation project.     

Our Partners

Senior Personal Banker
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Insurance Advisor CPA, CA, CFP, TEP
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204-925-5153

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Senior Advisor, Estate Planning B.Comm., LL.B., TEP
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Senior Advisor, Financial Planning & Advisory Services B.A. , CFP
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204-925-5292

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Contact us

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

 

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