Donna is a skilled investment and wealth management specialist who
leverages her teams combined 45 years of advisory experience to help
clients achieve their goals. She places her clients interests first,
and provides expert advice with dedication and care. For the benefit
of her clients, she has built a team of experts within and outside
National Bank Financial to meet the specialized needs of her
clientele.
Donna and her team live their slogan
"Together anything is possible", giving generously of their
time and resources. She is an active supporter of the Children's Wish
Foundation, Red Cross of Canada, the Regina Food Bank, and Carmichael
Outreach, and is known for her passion to help families in need within
the communities she serves. This year alone, Donna and her team
provided 100 kits for individuals in need that included personal care
products, blankets and clothing.
The Schneider Financial
Group take pride in the fact that the majority of their client
relationships span greater than 25 years. Donna and her team have
received many accolades, most recently recognized as “Wealth Advisor
of the Year” and “Team of the Year” for the Prairies for National Bank
Financial. Additionally, her team won a nationally recognized award
from Wealth Professionals for Women-Led Advisory Team of the Year in 2019.
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
Senior Wealth Advisor
English
Wealth Advisor
English
Stephanie is a wealth advisor who helps clients enhance their
financial well-being, by offering skilled investment, planning and
wealth protection advice. She is enthusiastic about getting to know
her clients unique situation and customizing solutions to help them
preserve and grow their wealth.
She has over 15 years of experience and is dedicated to education and skill enhancement. She attended the University of Regina and has earned the title of Wealth Advisor by completing education and demonstrating skill in providing holistic advice.
Stephanie and her husband Josh have two children, William & Poppy and live in White City with their two boxers Bella and Bronson. In 2019, she was among 5 national finalists nominated as Rising Star Wealth Advisor of the Year by Wealth Professionals.
Dallas Smith, BBA, CIM®
Senior Wealth Associate
English
Dallas is a Senior Wealth Associate who provides clients with tailored solutions and advice to help meet their financial needs and goals. He works very closely with Donna & Stephanie to help provide the high level of service that our team offers to all clients. Dallas is fully licensed with his CIM designation, Insurance license (LLQP level 1), and is a Notary Public in Saskatchewan. Dallas has been with the team for over 5-years and is dedicated to continuing his education and growing within the industry. An avid traveler, Dallas counts Japan and Australia among his favorite destinations. In his spare time, he enjoys fishing, spending time with his puppy, and staying active through fitness and soccer.
Andrea Overend-Taylorson
Associate
English
Andrea Overend-Taylorson joined our team in 2019 with over 25 years of experience operating a family business and a wealth of knowledge in administration. She will be assisting our team with various administration duties and money movement. Outside of work Andrea is kept busy being a mother to 5 children and enjoys spending quality time with family. Andrea is very knowledgeable with administration and will be able to assist you with any questions you may have.
Komal Soni
Associate
English
Komal Soni’s primary role is the area of execution. She ensures and double checks to make sure all transactions have been executed properly. Komal also assists with the preparation of client meetings and provides our team with valuable insights on improving workflow efficiency. Komal also answers phones and takes requests for money movement directly from clients and is a valuable resource on our team.
The mother of one, Komal enjoys spending time with her friends and family outside of work.
Our Partners
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.
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.
Dammy Raheem
Premium Banker
National
Bank of Canada
Dammy is an enthusiastic person and a forward thinker with intellectual curiosity, who enjoys contributing exceptionally to organizational growth. With over 7 years in financial industry, Dammy specialize in connecting with client to understand what matters most to them, by applying his knowledge/skills in lending in both personal and commercial.
Dammy relocated to Regina from England almost a decade ago with his wife Ganiyat and are now raising two children in their new hometown.
Connie Hykaway
Senior Advisor, Estate Planning²
National Bank Financial
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. With over 20 years experience in providing estate planning assistance to affluent clients, Connie provides detailed information so clients can make well-informed decisions based upon their personal, financial and tax situations, their personal priorities and the needs of their estate. Her goal is to help clients achieve peace of mind by knowing that their affairs are in order.
- 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.
