Meet our team
After studying Computational Science and Fine Arts at the University of Saskatchewan, then management training at the TD Bank, I spent two years running my family’s grain farm in Southern Saskatchewan. It was a robust introduction to entrepreneurship. I then moved to Calgary in 1979 in the middle of the oil boom.
I began my investment career working for broker/dealers and later with Canarim Investments in Vancouver which became Canaccord Capital Corp. In 1984, I joined a predecessor firm to Macquarie Private Wealth, which was acquired by Richardson GMP in 2013.
Along with The Rotary Club of Calgary South, I am a proud co-founder of the Stay in School Program. It provides post secondary education grants to capable students from financially challenged families.
Natalie is responsible for the accurate and timely processing of client needs, designing systems, and day-to-day operations. Prior to joining our firm, Natalie worked at Canaccord Capital and Leede Financial Markets. She holds a Bachelor of General Management Degree with a major in Finance from the University of Lethbridge, and a General Management Business Diploma from the Southern Alberta Institute of Technology.