Rick has been in the industry for over 18 years and has been employed
at Merrill Lynch Canada and HSBC Securities before landing at National
Bank Financial. Married with three children, he is a graduate of the
University of Manitoba with a Bachelor of Commerce (Honours) degree in
Finance. In his spare time Rick enjoys spending time with the family,
travelling, golf, hockey, and Coaching both hockey and soccer in the
Calgary area.
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
English
Anne Siu
Senior Wealth Associate
English
Anne is our Wealth Associate who joined our team in January 2019. She graduated from SAIT with a Business Administration Diploma in Finance. Her top 3 values that she believes is essential for success are Delivering Quality Work, Integrity & Being a great team member.
She completed her Canadian Securities Course and Conduct and Practice Handbook, this makes her a Licensed Representative and can accept trading instructions along with providing full administrative support. Being in the Financial Industry for over 10 years she enjoys the client interaction, while capturing their life events, & reviewing their Financial Plan throughout the year.
Outside of work Annie enjoys spending time with her husband, 2 very active boys & fur baby. The pandemic made her realize her appreciation in gardening, biking & the great outdoors. She also enjoys travelling & trying new restaurants/cuisines.
Our partners
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.
Connie Hykaway
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.
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.
- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
