Meet our team

Our mission

Our team is committed to a long-term relationship with our clients. We engage our clients by listening to you, to determine your financial goals. We will share our knowledge and expertise to help build a financial plan tailored to your personal needs. Most importantly we believe in working together, offering continuous communication, and delivering exceptional client service.

Our team of professionals

Here at the MacPhail Sherwick Wealth Management Team we are driven by our passion for helping individuals and businesses build and protect their wealth, ensuring they are better off having partnered with us.

Senior Wealth Advisor

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Calvin has been a respected provider of investment advisory services to clients since 1998. Calvin holds a Bachelor of Commerce degree from the University of Calgary. Prior to entering the investment industry, Calvin held positions of Senior Tax Specialist with Deloitte & Touche's Calgary office and Partner at Van der Sloot & MacPhaiI Chartered Accountants in Medicine Hat.

Calvin is licensed under the Canadian Investment Regulatory Organization (CIRO) to provide investment advisory services in the provinces of Alberta, British Columbia, Saskatchewan, Manitoba, Ontario and Quebec. He is also licensed through the Alberta Insurance Council and Insurance Councils of Saskatchewan to provide life insurance services to clients in Alberta and Saskatchewan.  Calvin is a past member of the Kinsmen Club of Medicine Hat and contributes to many local charities and fundraising initiatives. Calvin was born and raised in Medicine Hat and he and his wife, Susan, have four children and enjoy golfing and traveling. 

Senior Wealth Advisor

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Connelly entered the financial services industry in 2003 and has been providing investment advisory services for since 2013. He holds a Bachelor of Management Degree (with distinction) with majors in Finance and Economics from the University of Lethbridge as well as the Chartered Investment Manager CIM® designation from the Canadian Securities Institute. Connelly is licensed through the Canadian Investment Regulatory Organization (CIRO) to provide investment advisory services in Alberta, Saskatchewan, British Columbia, Manitoba, Ontario and Quebec. He is also licensed through the Alberta Insurance Council and Insurance Councils of Saskatchewan to provide life insurance services to clients in Alberta and Saskatchewan.

Connelly has a background of community service, serving as the Board Chair and volunteer Executive Director for KidSport Medicine Hat & Redcliff since 2004. He also volunteers as a member of Community Futures Entre-Corp's Investment Review Committee helping to promote, grow and foster a vibrant business climate in Medicine Hat & Area.  Connelly, his wife Crystal and their two sons enjoy participating in many local sports, cheering on the Saskatchewan Roughriders and Toronto Raptors and spending time in the nearby Cypress Hills.

Lynn Durbeniuk

Senior Wealth Associate

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Lynn entered the financial services industry in 1994 and has worked in the investment industry in 1998. Lynn has completed the Professional Financial Planning course and is a licensed Registered Representative.  Lynn oversees all administration and provides premier service and administration to clients of the MacPhail Sherwick Wealth Advisory Group.

Lynn is a life-long resident of Medicine Hat and she and her husband, Mike, enjoy keeping up with their four grandchildren's activities and visiting with their extensive network of friends and family in the city.

Louise Mew

Wealth Associate

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Louise entered the Investment Industry this year, having spent the previous 23 years in the Accounting and Finance industry.  Louise worked in public practice accounting since 2013 where she gained strong knowledge of the Canadian accounting and tax system.  She brings this knowledge along with a deep commitment to exceptional customer service to our team.  Louise holds an Association of Accounting Technicians Degree from Wiltshire College and is currently enrolled in the Canadian Securities Course.

Louise has lived in Medicine Hat since December 2012 after emigrating from Southwest United Kingdom.  Louise and her husband Neal (a lifelong Medicine Hat resident) enjoy walking, travelling, and socializing with friends.

Our Partners

Our financial advisors | The MacPhail Sherwick Wealth Advisory Group | National Bank Financial - Wealth Management
Photo of Craig Pawlychyn, Senior Private Banker, member of the team of experts.

Garrett Blakely

Senior Private Banker
National Bank Financial Banking Center

As a Senior Private Banker, Garrett Blakely provides tailored wealth management solutions to a select group of clients. Mr. Blakely works with clients, their families and their advisors to deliver sophisticated banking, personalized short- and long-term lending solutions and flexible credit packages. As needed, he will draw on an extensive team of wealth management specialists who can provide specific tax, estate and business owner planning, among other services.
Because he works with a relatively small number of clients, Mr. Blakely is able to ensure discrete, responsive service and the level of attention his clients require at all stages of their financial lives. 

Mr. Blakely’s financial services career spans nearly two decades, and has included roles in private banking and financial planning, where he worked with diversified businesses, including agriculture, manufacturing, energy services, medical professionals and other specialized client groups, to provide both lending and financial planning advice and counsel.

Mr. Blakely holds his Personal Financial Planner designation, and holds a Bachelor of Management  degree from the University of Lethbridge,  a Master of Business Administration from Vancouver Island University and a Masters of Science from the University of Hertfordshire. 
Originally from Medicine Hat, Mr. Blakely now calls Calgary home. Away from the office he enjoys spending time with his wife and daughter travelling, at their family cabin and getting in as many rounds of golf as he can.

Our financial advisors | The MacPhail Sherwick Wealth Advisory Group | National Bank Financial - Wealth Management
Photo of Sakine Rahim, Premium Banker, Representative, collaborator and partner.

Sakine Rahim

Premium Banker

National Bank of Canada
 

As a Premium Banker, Sakine provides a full suite of banking and lending solutions tailor-made for clients of National Bank Financial - Wealth Management (NBFWM). Working exclusively with Wealth Advisors and as a complement to the existing advice provided by NBFWM, Sakine assures continuity in the execution of their clients’ wealth management strategies. With 18 years of experience at National Bank, both in Private Banking and in Personal Banking, Sakine is recognized for her thoroughness and dedication to clients. 

Our financial advisors | The MacPhail Sherwick Wealth Advisory Group | National Bank Financial - Wealth Management
Photo of Patrick Kroeger, Director, Personal & Commercial Banking

Patrick Kroeger

Director, Personal & Commercial Banking

National Bank of Canada
 

  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.