English
Michael leverages his expertise in finance and law to financially empower families, business-owners and charitable foundations through a variety of investment, estate and wealth management strategies.
Michael helps people and institutions to understand how environmental, social and governance (ESG) factors affect shareholder and stakeholder value.
With Michael, your wealth is in good hands.
Immediately responding to client inquiries, emails and requests including picking up the phone or turning on the webcam. 204-925-2265.
Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.
Responsible Investing – Environmental, Social and Governance (ESG) selection, latest trends in ESG landscape and impact investing, and Shareholder advocacy/engagement.
Client Communication and Relationship Management – client communication, meetings, holistic wealth planning. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes.
Problem Solving – creative solutions to problems you didn’t know you had, and effective action to solve problems that you are dealing with now.
Michael is the principle contact for question about your portfolio, everything ESG, and questions about anything money/wealth related.
English
With almost twenty years experience in the investment industry, Kathy has worked in a number of departments before settling in as a Wealth Associate in 2010. Since 2010 she has continued to expand her knowledge by completing the Canadian Securities and Wealth Management Essentials courses. She genuinely enjoys helping clients achieve their financial goals and building meaningful relationships with them.
In her personal life she enjoys camping, baking, crafting and spending time with her husband Brian and their daughter Charlotte. She is an avid animal lover and shares her home with her much-loved cat Nala.
Administration and Operations – in charge of all day-to-day operations and account administration; documentation, account transfers, cash management (EFTs, wires, etc.), foreign exchange, etc.
Trading - able to accept orders for securities, and can take your orders directly.
Back-office Liaison – consult and coordinate with operating departments to ensure efficient administrative and business processes for clients.
Kathy is the principal point of contact for: money transfers, documentation requests; research requests, and account opening.
Schedule a complimentary consultation today to discuss your environmental, social and corporate governance investing
Premium Banker
National
Bank of Canada
Karen Biggar is a Premium Banker at National Bank of Canada, with over 25 years of experience in the Financial Services industry. Karen is committed to providing an exceptional level of customer service in all business interactions. She is skilled in preparing customized solutions for clients borrowing and banking needs. Outside of work, she is passionate about volunteering and giving back to the community in which she lives and works.
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, 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.
We work closely with this team 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.
