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, Portfolio Manager

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Over the past 20+ years, I have built a successful full-service Investment Advisory practice, the Tigert Wealth Management Group, by providing my clients a disciplined approach to money management and exceptional customer service. I hold the Chartered Investment Manager (CIM) designation, I am a Personal Financial Planner (PFP) and I have been recognized as a Fellow of the Canadian Securities Institute (FCSI), the most senior financial service designation available in Canada.

I am a graduate of the University of Western Ontario, and continuously build on my body of knowledge for the benefit of my clients.  After four generations, my family has strong roots in Toronto, where I reside with my wife JoAnne and our two daughters.

Senior Investment Associate

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Wendy is a Senior Investment Associate with over 30 years of industry experience. After starting in the customer service area of a discount brokerage firm, she has taken on various administration roles including Credit/Compliance, Manager ofPension Administration and Project Management work focusing on process improvements.

 

Wendy has now worked on the full-service brokerage side of the business for 20 years, including being a Branch Administrator supporting Investment Advisors and Associates. Since joining National Bank Financial in 2014 she has continued to support the branch staff and is now pleased to be part of the Tigert Wealth Management Team. She is fully licensed as a Registered Investment Representative. Her core focus is managing all facets of the daily administration for our clients. 

Our Partners

Insurance and Estate Planning Specialist

National Bank Insurance Firm

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David has over 40 years of Banking and Insurance experience.Specializing in Advanced Estate Planning, Business Succession and PersonalLines of Insurance coverage has permitted him to assist a wide variety ofindividuals. He works primarily with Executives, Professionals and BusinessOwners, providing succession, conservation and other protection strategies.

David started his career with Scotiabank, holding seniorpositions both nationally and internationally before joining Confederation Lifeas an agent in 1981. He achieved the Top Rookie Award (Canada), Top SalesManager (Canada) and Top Regional Manager (Canada) before leaving to set up hisown Managing General Agency. His Agency, Wealth Insurance Group Inc., has beena Partner of National Bank Insurance Firm (and its predecessor) for the past 16years.

Over the years, his methodical and detailed approach inuncovering exactly what the client wishes to happen to their estate, has led tomany successful action plans and satisfied clients.

Senior Financial Planning Consultant

National Bank Financial Wealth Management

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Marie has been a financial plannerfor over 20 years, providing comprehensive financial planning advice to a widerange of clients, including business owners, senior executives, physicians andretirees. Marie provides wealth management solutions and financial strategiesin the areas of retirement planning, tax planning, cash management, estate andgift planning, and insurance planning.  As a planner, Marie has worked ina variety of financial institutions: niche-market financial institutions(educators and physicians), bank-owned wealth management divisions and a smallfinancial planning firm dealing with high net worth clients.

Marie obtained her Honours Bachelor ofCommerce from the University of Ottawa and holds the Certified FinancialPlanner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager(CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

  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.

Contact us

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