Meet our team

Calvin has been a respected provider of investment advisory services to clients since 1998. Calvin holds a Bachelor of Commerce degree from the University of Calgary. Prior to entering the investment industry, Calvin held positions of Senior Tax Specialist with Deloitte & Touche's Calgary office and Partner at Van der Sloot & MacPhaiI Chartered Accountants in Medicine Hat.

Calvin is licensed under the Canadian Investment Regulatory Organization (CIRO) to provide investment advisory services in the provinces of Alberta, British Columbia, Saskatchewan, Manitoba, Ontario and Quebec. He is also licensed through the Alberta Insurance Council and Insurance Councils of Saskatchewan to provide life insurance services to clients in Alberta and Saskatchewan.  Calvin is a past member of the Kinsmen Club of Medicine Hat and contributes to many local charities and fundraising initiatives. Calvin was born and raised in Medicine Hat and he and his wife, Susan, have four children and enjoy golfing and traveling. 

Connelly entered the financial services industry in 2003 and has been providing investment advisory services for since 2013. He holds a Bachelor of Management Degree (with distinction) with majors in Finance and Economics from the University of Lethbridge as well as the Chartered Investment Manager CIM® designation from the Canadian Securities Institute. Connelly is licensed through the Canadian Investment Regulatory Organization (CIRO) to provide investment advisory services in Alberta, Saskatchewan, British Columbia, Manitoba, Ontario and Quebec. He is also licensed through the Alberta Insurance Council and Insurance Councils of Saskatchewan to provide life insurance services to clients in Alberta and Saskatchewan.

Connelly has a background of community service, serving as the Board Chair and volunteer Executive Director for KidSport Medicine Hat & Redcliff since 2004. He also volunteers as a member of Community Futures Entre-Corp's Investment Review Committee helping to promote, grow and foster a vibrant business climate in Medicine Hat & Area.  Connelly, his wife Crystal and their two sons enjoy participating in many local sports, cheering on the Saskatchewan Roughriders and Toronto Raptors and spending time in the nearby Cypress Hills.

Lynn entered the financial services industry in 1994 and has worked in the investment industry in 1998. Lynn has completed the Professional Financial Planning course and is a licensed Registered Representative.  Lynn oversees all administration and provides premier service and administration to clients of the MacPhail Sherwick Wealth Advisory Group.

Lynn is a life-long resident of Medicine Hat and she and her husband, Mike, enjoy keeping up with their four grandchildren's activities and visiting with their extensive network of friends and family in the city.

Louise entered the Investment Industry in 2022, having spent the previous 23 years in the Accounting and Finance industry.  Louise worked in public practice accounting since 2013 where she gained strong knowledge of the Canadian accounting and tax system.  She brings this knowledge along with a deep commitment to exceptional customer service to our team.  Louise holds an Association of Accounting Technicians Degree from Wiltshire College and is a licensed Registered Representative.

Louise has lived in Medicine Hat since December 2012 after emigrating from Southwest United Kingdom.  Louise and her husband Neal (a lifelong Medicine Hat resident) enjoy walking, travelling, and socializing with friends.

Hannah entered the Investment Industry in 2022, after working in the charitable sector. She earned an Honours Bachelor of Arts degree in Psychology from Mount Royal University and is a licensed Investment Representative. She brings a passion for helping clients, along with a keen eye for detail and a commitment to exceptional client service.

In addition to her professional role, Hannah is an active member of several charitable boards and committees, contributing time and expertise to causes that make a positive impact in the community. Outside of work, she enjoys volunteering, reading, and spending quality time with family and friends.