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, Vice-President
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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.

Anne Siu

Investment Associate
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English

Anne is our Investment 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.

Contact us

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

 

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