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
Speech bubble picto


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

Wealth Associate
Speech bubble picto


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 collaborators

Steven Melling, CFP, EPC

Sr. Estate Planning and Insurance Specialist

National Bank Insurance Firm

Speech bubble picto


Steve has 32 years of industry experience. His area of expertise is in Estate Planning and Personal Lines of Insurance coverage. He works primarily with Executives, Professionals, Business and Farm Owners, providing succession, conservation, and protection strategies.

Steve started his career with Great-WestLife as an agent in 1988, became a partner in a brokerage firm in 1992, and went on to establish his own company in 1995 specializing in the above. He has been working with National Firms for the past 22 years and is honored to extend his services to our team. 

In addition to the above, Steve has served on a number of industry, non-profit, and community boards over the years. He speaks on a regular basis to various groups and organizations regarding the industry and opportunities for planning. He takes a holistic approach involvingall of the clients’ professional advisors to ensure comprehensive solutions.

Sakine Rahim

Senior Personal Banker

National Bank Financial Banking Centres

Speech bubble picto


As a Senior Personal 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 over 10 years of experience at National Bank, both in Private Banking and in Personal Banking, Sakine is recognized for her thoroughness and dedication to clients.

Craig Pawlychyn

Senior Private Banker

National Bank Financial Banking Centres

Speech bubble picto


Craig provides Private Banking services to affluent clients of National Bank Financial - Wealth
Management (NBFWM).

As a Senior Private Banker, Craig will facilitate day-to-day banking transactions, as well as credit
and lending requirements. He works closely with NBFWM Wealth Advisors to support their
clients’ integrated investment objectives and overall wealth management strategies. With over
13 years of experience in the financial services industry, Craig is recognized for his expertise in
delivering exceptional client experience and complex credit solutions

  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.