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

Investment Advisor
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Colleen pioneered her Investment career in New York working with Merrill Lynch International.  From there on, she has gained numerous licensing credentials giving her the aptitude to retain unprecedented financial expertise.  Her career is supplemented by a generation of experience in the investment industry, both as a life-long Investment Advisor, and as a former educator of investment strategy in the Edmonton community.  She has consistently dedicated herself to teaching women and children on personal investing strategies and banking fundamentals.  Her ability to educate clients and their family is what led her to co-founding the Investment Club for Kids.

She obtained her licensing for both Canadian and U.S. markets, broadening her exposure to wider industry practices.  Since then, Colleen has continued to achieve highly acclaimed designations such as: Professional Financial Planner (PFP), Elder Planning Councilor (EPC) and acquired her Level 2 Life Insurance Certification.

Colleen taught investing for women at Merrill Lynch and Metro Community College to help support women investors in the industry.  Additionally, she has occupied positions as treasurer and served on the board of directors for the Edmonton SPCA, now known as Edmonton Humane Society.  In her free time, Colleen enjoys spending time with her husband Rory and the family at the cabin, working on her garden and caring for her much loved cat named Porche.

Investment Advisor, Portfolio Manager
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To execute in the best interest of the client while building a relationship of lifelong trust.”

 

Rick is a born and raised Edmontonian and a proud Albertan. As a graduate of the University of Alberta, Rick started his started in the Financial Services business in 1993 working for such prestigious firms as Merrill Lynch Canada and HSBC securities before establishing his Red carpet business with National Bank Financial. His specialty is strategic investment management for business owners, professionals, and management professionals and families.

Regardless of your stage in life, it is important that you take steps Today, to ensure your personal financial independence in the future.  The key to successful wealth management is planning.  Our Team has been helping clients achieve their financial goals for over 3 decades through comprehensive tax, estate planning, business succession and retirement planning. 

As a member of a select group of advisors with a long list of credentials and sought after designations, Rick is able to navigate your investment goals and portfolio through market cycles and changing life goals.  Our wealth management process reviews your financial circumstances and develops plans for every stage of your life.

Rick has always resided and been involved in the Edmonton community.  Other than “our defining” winters, Edmonton is a great place to enjoy the outdoors and many festivals and community events.

Rick enjoys exploring Alberta and spending summer weekends at the cottage with family and friends.

Senior Investment Associate
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Dawna Larson

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Dawna started her career at CIBC and joined Rick and Colleen in 2004.

Dawna leads the Team in ensuring all clients enjoy exceptional advisory service and that all the administrative aspects of the practice run smoothly. As the first point of contact, Dawna ensures prompt responses to inquiries, manages the account documentation, compliance, estate, and tax administration.

As she believes continued learning is important, she recently completed her certificate in Financial Services Advice. She draws on the mentorship and strength of others who have built their successes by helping others and holding firm to their values.  She believes in providing exceptional service and building long-term client relationships.

Born and raised in Edmonton, she enjoys hiking, reading, meeting new people, and spending time with her daughter and friends.

Associates and partners

Connie L. Hykaway

Senior Advisor, Estate Planning
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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.  Connie has gained significant experience working with

other major financial institutions as well as in private practice providing

estate planning and administration assistance to affluent clients. 

Her goal is to help clients achieve peace of mind by knowing that

their affairs are in order.

Contact us

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