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

Senior Wealth Advisor & Portfolio Manager

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English

Mark joined the investment industry as a Wealth Advisor in 1992 after graduating from the University of Calgary with a Bachelor of Commerce degree. He has been focused and committed to implementing strategic and comprehensive wealth management solutions for individuals, business owners, professionals, and families for 30 years. Mark has continued to develop and expand his investment expertise through advanced education and professional development that makes him stand out in the financial industry. He is a Portfolio Manager (PM) since 2007, Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and a licensed Insurance professional. 

Mark and his team are passionate about offering their clients highly customized advice and solutions. They are truly humbled by the trust and knowledge of their clients and strive to put their heart into everything they do. Mark uses a very personal and focused approach to help his clients with their unique goals through strategic investment management solutions that are transparent and easy to understand. 

Throughout the years, Mark has been actively connected in Medicine Hat and the surrounding community in his involvement of various charities and social groups including past President of the Cypress Club, City of Medicine Hat Community ARP Committee and Historical Resources Committee. 

Mark is a man of integrity and is dedicated to his family and friends in his personal life. He has been happily married to his wife Jody for over 26 years and a dedicated father to their four wonderful children, three sons Luke, Adam and Samuel and daughter Antonina. He enjoys running, cycling, skiing, travelling and exploring new cultures and food and spending quality time with his extended family. 

Insurance products and services are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF) and Insurance products and services are not protected by the CIPF.

Wendy Beck

Senior Wealth Associate

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English

Wendy grew up in a farming community northeast of Medicine Hat and made the city her permanent home in 1979. Prior to joining CIBC Wood Gundy and it's predecessors in 1994, she worked in the travel industry and took every opportunity to explore the world. Wendy worked with Mark from 1994 to 2007, and after pursuing other responsabilities in the branch, she came full circle in 2018, returning to join Mark's team.

Wendy provides administrative support for the team and our clients. This inclides preparing for client meetings, maintaining current documentation and working closely with our clients to insure their day-to-day needs are met.

Wendy has a 2 year old Golden Doodle, Archie and a 17 year old cat, Henry to keep her busy. She loves reading, listening to music, crocheting, horseback riding and spending time with her great nieces/nephews.

Karlee Moch, B.Comm

Wealth Associate

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English

Karlee obtained her Bachelor of Commerce degree majoring in Finance from the University of Saskatchewan. For the past 7 years Karlee has worked within the financial services industry specifically with investments and insurance. Her years of involvement within these facets of the financial industry have provided Karlee with a strong foundation of knowledge and experience that will benefit her career within The Dumanowski Investment Group.

As an Associate, Karlee's role is to provide excellence in service and support to our clients' day to day needs both administratively and assisting Mark in areas of wealth management, insurance, estate needs, tax and financial planning.

Karlee is a hometown girl whose family has lived in the Medicine Hat area including Southern Alberta and South West Saskatchewan for the past century. She grew up on an acreage and has lived both the country and city life and still happily owns her horse Belle, along with her two beloved kittens, Ellie & Beans. Karlee lives an active lifestyle and enjoys her workouts and playing sports such as volleyball. She is an avid and talented musician; playing numerous instruments including piano, guitar and drums.

Karlee's positive attitude and enthusiasm for her role as an Associate has already made her a great asset to our Team.

Our partners

Our financial advisors | The Dumanowski Investment 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
 

Our financial advisors | The Dumanowski Investment Group | National Bank Financial - Wealth Management
Connie Hykaway, Senior Advisor, Estate Planning, collaborator

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.

Our financial advisors | The Dumanowski Investment Group | National Bank Financial - Wealth Management
Photo of Bryan Ference, Business Development Manager, Insurance, collaborator

Bryan Ference, CLU, CHS, EPC

Business Development Manager, Insurance

National Bank Financial 

Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.

Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide  individualized, intelligent solutions for their clients and prospects.

Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.

  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.