Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

At Ziolkoski Wealth Management Group, we are more than just financial professionals. We are your dedicated partners in building, managing, and preserving your wealth. Whether you're planning for retirement, expanding your business, or building a legacy for future generations, we’re here to guide you every step of the way.

We take the time to understand your unique goals, values, and financial situation. From there, we help you select the right strategies and investment solutions tailored to your needs always with a focus on long-term success and peace of mind.

Our team of experts

Rick is a Senior Wealth Advisor with over 27 years of experience helping high-net-worth families and business owners build income-focused, tax-efficient portfolios that preserve and grow capital across generations. His approach combines disciplined investment management with a deep understanding of each client’s goals, family dynamics, and financial complexity. While prioritizing stability and cash flow, Rick also provides access to select higher-growth opportunities aligned with emerging global trends, striking a thoughtful balance between innovation and financial discipline. His strategies are crafted to sustain long-term prosperity and protect family legacies, all while maintaining peace of mind.

Rick began his career in finance with an Honors degree in Commerce from the University of Manitoba and holds the Chartered Investment Manager (CIM®) designation. Prior to joining National Bank Financial in 2012, he held advisory roles at Merrill Lynch Canada and HSBC Securities. Having launched his career during one of the most tumultuous years for markets, Rick’s clients value his calm, seasoned guidance and the depth of personalization he brings to every relationship, as well as his proactive rather than reactive approach to navigating market trends. For Rick, client satisfaction and portfolio performance are the cornerstones of his philosophy. He works closely with a network of trusted professionals—including Private Bankers, Estate Planners, and Financial Planners—to deliver integrated wealth solutions. This entrepreneurial approach is backed by the strength of one of Canada’s leading banks. With the recent acquisition of Canadian Western Bank, the team is excited about expanding its presence across Western Canada.

Based in Calgary, Rick lives with his wife and three children. Outside of work, he enjoys traveling with his family, staying active through golf and hockey, and giving back to the community through youth sports coaching.

 

Anne Siu

Senior Wealth Associate

Anne is a dedicated financial services professional with over a decade of experience and a strong commitment to delivering exceptional client service and operational support. Since joining National Bank Financial in 2019, she has played a key role for both clients and colleagues, known for her precision, reliability, and people-first approach.

She holds a Business Administration Diploma in Finance from SAIT and is a fully licensed representative, having completed the Canadian Securities Course, Conduct and Practices Handbook, Derivatives Fundamentals and Options Licensing Course, and the Wealth Management Essentials.

Anne plays a key role in ensuring seamless day-to-day operation processing trades, supporting portfolio administration, and providing personalized service that reflects her attention to details and integrity. Her ability to anticipate client needs and follow-through with care makes her an essential part of the team’s success.

Outside work, Anne enjoys gardening, camping, traveling, and spending time with her family. Watching her children grow and explore continues to be one of her greatest joys.

Our partners

Our team | Ziolkoski Wealth Management Group | National Bank Financial - Wealth Management
Connie Hykaway, Senior Advisor, Estate Planning, collaborator

Connie Hykaway, B.Comm, LL.B, TEP

Senior Advisor, Estate Planning2

National Bank Financial

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.  With over 20 years experience in providing estate planning assistance to affluent clients, Connie provides detailed information so clients can make well-informed decisions based upon their personal, financial and tax situations, their personal priorities and the needs of their estate. Her goal is to help clients achieve peace of mind by knowing that their affairs are in order.

Our team | Ziolkoski Wealth Management Group | National Bank Financial - Wealth Management
Photo of David Green, Premium Banker, partner.

David Green

Premium Banker

National Bank Financial - Wealth Management
 

As a Premium Banker David advises individuals, families, professionals, business owners and executives on banking, lending and cash flow management. Our Premium Banking service is designed to meet all your banking needs – from simple to complex. David will focus on understanding your needs to provide a full range of personalized banking, lending and payment solutions to help you and your family save time, simplify life and achieve your goals. David has 17 years of banking experience in several different roles including personal and business banking.

When not in the office David enjoys time with his family, hiking, traveling, camping, and riding his motorcycle.

Our team | Ziolkoski Wealth Management Group | National Bank Financial - Wealth Management
Photo of Cory Papineau, Senior Advisor, Financial Planning & Advisory Services, collaborator

Cory Papineau, BA, CFP

Senior Advisor, Financial Planning & Advisory Services1

National Bank Financial - Wealth Management
 

Cory has worked in the financial services industry for over 20 years, providing clients with accurate, timely and comprehensive financial planning solutions. He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the Certified Financial Planner (CFP) designation.

Cory has worked with a wide range of clients, including business owners, professionals, retirees and families. He provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and insurance planning. Cory has continually developed his skills and knowledge through education, mentorship and hands-on experience.

Cory’s motto is Plan Well. Live Better. He is an advocate for financial planning as a foundation for helping clients live the life they want to live.

We work closely with this team 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.

  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.

Ready to take the first step? 

Book your consultation with us today!