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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Over the past 25+ 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.

Wendy Gardner

Senior Wealth Associate

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Wendy is a Senior Wealth 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 of Pension 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 Wealth 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

Katherine Richards

Financing Solution Specialist

Advisor Banking Services

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As a Financial Solutions Specialist, Katherine provides personalized banking services (bank accounts, lines of credit, mortgages and home equity lines of credit) with a focus on individually tailored solutions adapted specifically to the needs of our clientele.  Her customer service-oriented approach helps clients establish the financial solutions that best assist to prioritize their financial goals, while centering on their future financial objectives.

Marie-Claude Blanchet, CFP, FCSI, Hon. B Comm, R.F.P

Senior Financial Planning Consultant

National Bank Financial Wealth Management

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Marie has been a financial planner for over 20 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. Marie provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning. As a planner, Marie has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high net worth clients.

Marie obtained her Honours Bachelor of Commerce from the University of Ottawa and holds the Certified Financial Planner (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.

  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.