Our financial advisors | Dahms Wealth Management Group | National Bank Financial

Our financial advisors | Dahms Wealth Management Group

We work together to achieve your goals

As skilled and experienced investment professionals working with National Bank Wealth Management, we put our clients’ interests above all else in every decision we make. As your Investment Advisory Team we offer you sophisticated portfolio-building services backed by thorough research. Furthermore, when it comes to choosing securities, we only select those investments that meet your overall wealth management objectives.

Our Team of Experts

Jeremy Dahms

Senior Wealth Advisor

Jeremy joined National Bank Financial Wealth Management through the acquisition of Wellington West Capital Inc. in 2010. As a Senior Wealth Advisor, he is passionate about fostering a mutual learning experience for his team and translating that into favorable results for clients.

His solid experience in the financial industry has given him a depth of knowledge and quiet confidence which his clients have come to trust and appreciate, resulting in long-standing relationships over the past 20 years.

Jeremy is a charter member of National's Investment Advisory Council which liaises with senior management to provide integral input and feedback. He is also a proud member of a fraternal organization and is a supporter of numerous charitable organizations in and around Calgary.

Married to an amazing lady and blessed with two boys who are active in lacrosse, soccer, basketball and mixed martial arts, Jeremy has also found time over the past decade to coach young athletes, imparting the sports/life philosophy of "with effort comes reward". Having experienced the rewards that come with effort and discipline in his own life, Jeremy now finds it extremely satisfying as a mentor to watch as others embrace these lessons as well.

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Daniel Garrett Russell

Wealth Advisor

A welcome addition to the Dahms Wealth Management team, Daniel continues to deliver top notch investment advice combining financial planning, tax efficiencies, and estate consideration for our clients. Being part of a larger team has allowed for Dan to take advantage of the synergies and resources that have developed from being in our South office.

After graduating from the University of Calgary and traveling abroad for a year, Daniel joined National Bank Financial Wealth Management in 1997 as an Wealth Advisor. Over the past 20 years, Daniel has provided guidance and direction to multigenerational clients who trust his open and honest communication and transparent financial principles.

Daniel is passionate about building clients an all-inclusive financial plan that creates the income and the growth they desire, while ensuring that they achieve their goals to protect their family and/or business. This continuous and cohesive detail to planning is the cornerstone to reinforcing the peace of mind and the aspirations for our clients.

Married to his high school sweetheart and along with their two teenage daughters, the Russell family lives a dynamic life filled with family, friends, sport, and adventure. In the past, Daniel served as a board member and Treasurer for the Community Crisis Society in Strathmore, as well as volunteered in Tijuana, Mexico building homes for families with the Homes for Hope Foundation.

403-531-8482

403-301-4026

daniel.russell@nbc.ca

Daniel Garret

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Ariel Leaver

Wealth Advisor

Ariel started her career in the financial industry in 2010 and is dedicated to her continuing education and developing skill set in our ever changing investment industry. As a licenced Wealth Associate, her role on the team is to support and maintain the deep respect and commitment of care to our client relationships. She will be assisting with both the administration of our business and with trading execution. As the mother of 2 sporty kids, when she isn’t working, she is running from the hockey rink, to the dance studio, to the batting cages, and everywhere in between. In the rare moments of quiet, she’ll be nose deep in a book, and dreaming of her favourite kind of rainy days on Vancouver Island.