Our financial advisors | Thompson Bodenstab Family Wealth Management Group | National Bank Financial

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Richard Thompson, FCSI FMA CIM

Wealth Advisor & Portfolio Manager

306-657-3472

306-657-3467

richard.thompson@nbc.ca

Richard Thompson

English

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.

Wayne Bodenstab, BA FCSI FMA CIM

Wealth Advisor & Portfolio Manager

306-657-4602

306-657-3467

wayne.bodenstab@nbc.ca

Wayne Bodenstab

English

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.

Our Partners

Our financial advisors | Thompson Bodenstab Family Wealth Management Group | National Bank Financial - Wealth Management

Katy Fay

Financing Solutions Specialist

National Bank of Canada

With 10 years in the financial industry, Katy uses her extensive mortgage knowledge to assist clients with their financing and banking needs. Katy believes in a holistic approach to financial planning and forms part of our team to provide innovative financing and banking solutions to our clients. As a mobile mortgage specialist, Katy is able to meet wherever it is convenient for you. In her spare time, Katy enjoys spending time in the great outdoors with her new little family.

Ancillary services such as lending and risk planning are provided by affiliated companies such as National Bank of Canada and National Bank Insurance Firm Inc. These products are not protected by CIPF.

Our financial advisors | Thompson Bodenstab Family Wealth Management Group | National Bank Financial - Wealth Management

Photo of Cory Papineau, Senior Advisor, Financial Planning & Advisory Services, collaborator

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.

Our financial advisors | Thompson Bodenstab Family Wealth Management Group | National Bank Financial - Wealth Management

Photo of Tricia Carver, Insurance Advisor

Tricia Carver, CPA, CFP, TEP

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.

Our financial advisors | Thompson Bodenstab Family Wealth Management Group | National Bank Financial - Wealth Management

Connie Hykaway

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.

Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.
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.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.