Our goal is to provide expert advice and personalized service for a select group of highly valued clients. We want you to feel comfortable with your investment decisions and experience peace of mind about your future.
As your financial needs evolve over time, you need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. We understand this and can help you.
We are committed to managing the world's most important investments: yours!
We offer each of our clients a personalized approach and a customized investment portfolio. We can also recommend complementary financial products and services in order to meet all of their financial needs.
English
Joyce leads our team and strives to provide a consistent and personalized wealth management experience. Conscientious and client focused, Joyce ensures effective coordination of all financial matters. Her primary objective is to allow you to meet your financial objectives and aims to bring you simplicity and convenience.
Joyce enjoys an active lifestyle, she loves to travel and enjoys golf, cycling and bocce ball. She treasures time spent with her adult children and her three grandchildren.
English
Kristen focuses on working with clients to create long term, personalized financial plans. She also works closely with the team to ensure your portfolio is designed specifically to address your needs. Kristin is a great source of advice in areas of cash management, investment planning and insurance & estate planning.
Kristen is a Certified Financial Planner and has been serving the needs of our clients and their families for a decade. A graduate of the University of Regina, Kristen is committed to life-long learning and has obtained many designations in the areas of financial planning, portfolio management and insurance.
Away from the office, Kristen enjoys time with her husband and their two children. A former board member of The Twinkle Star Project, Kristen enjoys attending Roughrider games with her Dad.
English
Ryan Van Gelder has a Bachelor of Science (Honours) from the University of Waterloo and is a Chartered Financial Analyst charter holder. Ryan has been advising high net worth Canadians and institutional clients for over 15 years. His experience spans both private wealth and corporate banking. Ryan’s experience brings a complimentary skill set to the team and ensures that the team can provide consistency of service to existing clients as well as the next generation.
English
Holly relies on her three decades of experience to ensure one thing…your satisfaction. Our “Client Relationship Manager” Holly’s primary objective is to ensure that you have a positive experience every time you interact with our team. Holly takes the time to understand and connect with each client on a personal level.
Less than 3% of financial advisors in Canada maintain Holly’s levels of designation. She has an ability to break down wealth management in easy to understand steps.
Holly has an eclectic mix of hobbies. She can be found playing the French horn in a local concert band or hammering away at metal while making jewelry. Her work is displayed at a local fine art gallery. Holly also finds solace while spending time at Katepwa Lake with her dog Bentley and cat, Tigger.
English
Kaitlin takes great care in overseeing the administration and service of our practice. She is relied upon for her high attention to detail and strong follow through. Kaitlin is a bright light, a quick learner, her work ethic and willing to solve problems make her a valuable part of our team.
A graduate of the University of Regina (BBA), Kaitlin has completed her Canadian Securities Course and has worked hard to advance her financial knowledge. She is well rounded, a people person who has earned the trust of her colleagues and clients. Her impact with clients is felt well beyond her administrative and service tasks.
Kaitlin places a big priority on family. Creative and energetic, she enjoys golf and can be often found planning her next renovation project.
English, French
Austin Nieswandt has joined Marbach Wealth Management recently as an Associate. A graduate from the University of Regina, he obtained a Bachelor of Business Administration in Finance. Austin works closely with the team to ensure high follow through and attentive service. Austin enjoys an active lifestyle, he participates in many sports, including golf, cycling, and weightlifting.
Premium Banker
National
Bank of Canada
Dammy is an enthusiastic person and a forward thinker with intellectual curiosity, who enjoys contributing exceptionally to organizational growth. With over 7 years in financial industry, Dammy specialize in connecting with client to understand what matters most to them, by applying his knowledge/skills in lending in both personal and commercial.
Dammy relocated to Regina from England almost a decade ago with his wife Ganiyat and are now raising two children in their new hometown.
Insurance Advisor³
National
Bank Insurance Firm
Trish has been providing tax and estate services to high net worth clients for over 25 years, combining her knowledge and experience to help affluent families achieve their financial goals.
She began her career working in the audit and tax group of a major accounting firm and from there, spent 18 years in the tax and estate planning division of a life insurance company. Most recently, Trish worked with a large financial institution as a Wealth Strategist, focusing on delivery of planning advice for high net worth clients with complex planning needs.
A graduate of the University of Manitoba (B.Comm.Hons.), Trish also holds her Chartered Accountant designation, is a Certified Financial Planner and has obtained the Trust and Estate Practitioner designation. She is currently serving as Public Relations Officer for the Society of Trust and Estate Practitioners (STEP), Winnipeg chapter.
In her role as Insurance Advisor, Trish supports the team clients to help address their insurance needs, working closely with our Financial and Estate Planning partners.
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.
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.
