Meet our team

Richard has over 15 years of experience in the Wealth Management industry.  He has the market knowlege to guide clients through market fluctuations, helping to ensure that their goals remain on track.  He carries a portfolio management designation and is insurance licensed.

Prior to entering the Investment industry, Richard was a Navigation Officer with the Canadian Navy, teaching Navigation and Leadership to junior Officers.  When not at the office, Richard enjoys spending time with his wife Fay and daughters Nicole and Natalie on their acreage, and traveling to foreign lands.

As a Wealth Advisor and Portfolio Manager, Wayne knows that Family Wealth Management encompasses more than just saving for the future.  It involves Investment Planning, Estate Planning, and Customized Portfolio Management that involves multiple generations.  Having access to expertise and products is key to successful multi-generational planning.

Wayne believes that life is for living.  Born and raised in South Africa, he maintains close ties with family members there as well as throughout North America and Bermuda.  He enjoys traveling to spend time with them.  Wayne, his wife Raschelle and their twins, Teryk and Danyka lead an active life and enjoy water skiing, golf and other outdoor pursuits at the family cabin.  He is passionate about flying and maintains his private pilot license. 

Wayne believes that to be truly successful, a financial plan must be realistic, balancing the very real needs of the future with the natural human desire to live in the moment. 

Colin is a Finance graduate from the Edwards School of Business and recently joined National Bank Financial following 4 years in the insurance industry. Colin excelled in navigating complex estate planning issues and has become a knowledgeable expert in life insurance, living benefits, and leveraged insurance structures. Colin also spent time in Switzerland competing as a  professional volleyball player. 

In his pursuit of professional growth, Colin is currently working towards his Certified Financial Planner designation. Colin values integrity, transparency and connection and his success is defined by continuous improvement and a high-performance attitude. Beyond his financial prowess, Colin is a passionate coach and athlete in various sporting activities, embraces an active lifestyle, and loves to spend quality time with friends and family.