The MacPhail Sherwick Wealth Advisory Group

Our expert team is here to meet your financial needs.

Personalized support

We bring a commonsense approach to wealth management, bringing first-class investment and tax planning strategies to families and businesses across the Prairies by leveraging National Bank Financial Wealth Management’s refreshing culture of client-centric service, quality research and leading-edge technology.

Our Commitment

  • Educating and sharing our experience with you
  • Providing you with peace of mind
  • Leveraging our leadership to achieve your unique vision
  • Mobilizing the experts that are essential to your success
  • Ensuring good asset allocation to optimize your portfolio

What makes us stand out

Work ethic



Sharing our knowledge

Listening and understanding


Our team of Professionals

Our dedicated team will share our knowledge and expertise to help you meet all your financial goals.  We deliver exceptional client experience every step of the way. The MacPhail Sherwick Wealth Advisory Group is here for you.

News and articles

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Contact us

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