Shawn has been in the wealth management industry for 24 years and started his career with Merrill Lynch Canada. He previously worked with HSBC Securities Canada for 10 years, before being bought by National Bank Financial. Married with two children, he graduated from the University of Calgary with a Bachelor of Arts degree in Economics.
We work together to achieve your goals
Our team of experts
Joseph Chan
Senior Wealth Associate
English
Joseph has more than 27 years of industry experience and has been a member of the team since 2007. He is actively involved in the Chinese community and the sport of table tennis. He is fluent in both Cantonese and Mandarin.
Our partners
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.
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.
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.
- 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.
