Your team
 

 

David Friesen, CIM®, AIFP™
Director, Wealth Management, Portfolio Manager

David is the founder and leader of Friesen Capital Management. Over his nearly 17 year career in managing wealth, he has been committed to assisting high net worth individuals, trusts, estates, and businesses in the planning and management of their affairs. Prior to becoming a Director, Wealth Management at Richardson GMP, he was a Vice President and Investment Advisor with CIBC Wood Gundy for 11 years. David began his career as a financial consultant with Richardson Greenshields Ltd.

Based upon Friesen Capital Management's unique "Family CFO" role the team plays with their clients, in simplifying the complexities of overall wealth management, David has made presentations at national conferences to his industry peers throughout Canada. David also co-founded and led the Leadership Forum in Calgary.

David is an Accredited Investment Fiduciary Professional™ (or AIFP™) which is a professional designation awarded by the Center of Fiduciary Studies.

     

 

Chris Martin, CIM®
Director, Wealth Management, Portfolio Manager

Chris Martin is a wealth manager at Friesen Capital Management. Acting as a Personal CFO for Alberta’s successful business owners and families, Chris guides his clients’ financial decision-making process with a focus on the growth of their business and overall wealth.

Together with his partners, Chris assists affluent clients to address their five biggest concerns: preserving their wealth; mitigating taxes; taking care of their heirs; ensuring their assets are not unjustly taken; and charitable giving.

Chris uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simple investments.

Successful business owners and families work with Chris to:

  • Develop and implement a comprehensive wealth management plan to help them reach their financial aspirations.
  • Make intelligent and strategic decisions in today’s uncertain political, economic and social environment.
  • Obtain an independent second opinion from a top Financial Advisor within their community.

Coming up to 10 years of experience in successfully advising affluent families, business owners and estates, Chris has a broad experience and knowledge base. As a member of FCM, Chris leads our team’s consultative process while delivering a comprehensive client experience. Chris specializes in identifying investment and planning opportunities unique to each client and their own personal situation.

Chris is a Chartered Investment Manager (CIM ®) which is a professional accreditation allowing him to work with clients in a discretionary investment management capacity.

     

 

 

 

Shelby Glenn, B.Sc., FMA
Associate Investment Advisor

Shelby is a graduate of the University of Calgary, earning an Honours Bachelors of Science Degree. She joined Friesen Capital Management in 2004 and has over 14 years of experience in the financial services industry. Prior to joining Friesen Capital Management, Shelby held positions at CIBC Wood Gundy, including as an Associate Investment Advisor and in a managerial role as Senior Branch Administrator. She has obtained her Financial Management Advisor (FMA) designation and is currently working towards her Insurance License. With her many years of experience, Shelby is able to assist our client families with a large number of complex wealth planning initiatives and is committed to providing excellence in client service.

     
 

Martin Danielak, CFA
Portfolio Manager

Martin Danielak is a Portfolio Manager for Friesen Capital Management (FCM) and has been with the team since 2012. Martin acts as the a lead Chief Investment Officer on the team as he is responsible for leading the investment research, analysis, execution, and trading for all clients of FCM. Martin is passionate about studying and understanding various investments so that he can offer the best service and educate clients on effectively managing risk. He has a proven track record of managing risk within the equity markets as he has led FCM’s Tactical Growth Strategy to outperform the overall market since 2014 while providing downside protection during volatile periods.

As a Portfolio Manager and a Chartered Financial Analyst, Martin has a fiduciary duty to act with care, honesty and good faith, and must always put clients’ interests first. Martin truly understands that his clients’ trust and loyalty are of the highest importance and acts in a manner to enhance investor confidence in not only FCM, but also Richardson GMP Ltd. Martin consistently works with some of the leading Portfolio Managers at RGMP to share resources and analysis and more importantly to provide unbiased “institutional” investment offerings to his clients. This work has been instrumental in developing key relationships for FCM that give clients access to unique private and cash-flowing investments.

Prior to becoming a Portfolio Manager, he worked at a Market Risk Analyst at Canaccord Genuity Corp in Toronto where he gained valuable investment experience as he oversaw all of the investments across the firm. He graduated from The Richard Ivey School of Business at the University of Western Ontario, earning an Honours in Business Administration degree. His education was essential in guiding him towards his passion around investments and educating others.

When not at the office overseeing client portfolios, Martin enjoys spending his time outdoors either cycling, hiking, or snowboarding. Throughout the year, Martin is very involved in educating and mentoring enthusiastic university students and recent graduates on financial markets and opportunities within finance. Through his own experiences, Martin has realized that one of the most difficult aspects in life is to find work that one is passionate about thus leads youth to realize and utilize their skills in the best way possible.

     

 

 

Carl Kaucher
Associate Investment Advisor

With more than 25 years of professional management and leadership experience, Carl joined Richardson GMP Limited in 2011, and has been working with Friesen Capital Management (FCM) since 2013. In addition to his broad financial services experience, his business background includes managing and leading teams, projects, and program portfolios for a wide range of business technology clients, with a major focus on people, technology, and financial management.

As a dedicated, results-driven relationship manager, he provides high-net-worth clients with proactive, professional advice and education in collaboration with Richardson GMP’s partners, including their Chief Investment Officer (CIO), the firm’s asset management team, and other market-leading and financial planning professionals. Known for creating and delivering sound, goals-based, investment solutions to his clients, they are grounded in sensible strategies and based on a comprehensive, client-centric, needs-and-wants analysis. A well-organized, proven communicator, Carl effectively handles multiple high-net-worth relations, including investment management responsibility, to help clients with their financial goals, master key life events, and contributes to creating a meaningful and memorable client experience.

Carl holds a BA in economics as well as certificates in management development and information technology management from the University of Calgary and a master’s certificate in project management from York University’s Schulich School of Business.

Richardson GMP is Canada’s leading independent wealth management firm. With offices across the country, Richardson GMP is home to some of Canada’s most distinguished Investment Advisors who are supported by the substantial resources of our founding companies and their respective track records of success in Canada. We are proudly Canadian. Fiercely independent. And dedicated to earning and rewarding your trust as stewards of your wealth.

     
 

Haleigh Petersen, B.Sc. International Business
Associate

Haleigh has been with Richardson GMP since February 2013 and just recently joined Friesen Capital Management. As an International Business graduate and having completed her Canadian Securities Course, Haleigh has a good understanding of the wealth management industry and the Richardson GMP policies and procedures. She brings a new perspective, a competitive edge and positive attitude.

Haleigh is an avid golfer who loves to travel, cook and has studied abroad. She looks forward to getting to know you and is happy to help clients with any questions or concerns they may have.

     

 

 

Charlotte Shindruk
Assistant

With more than 16 years of financial services experience, Charlotte Shindruk joined Friesen Capital Management in September 2013 as an Assistant, focused on building quality client relationships and offering first-class client support services. She is often the first person that clients speak to or meet with when they call or visit our offices. In addition to handling inbound call flow and setting up meetings, Charlotte works closely with our new clients to set up their accounts, manage the associated onboarding workflow, responding to most client administrative requests, and maintaining and updating current client records. She has been recognized on numerous occasions, both internally and by clients, for her can-do attitude and “getting the job done”.

     

 

Melissa Cochrane
Associate

Melissa is a client service specialist who has worked in the financial services industry for the past 3 years. Melissa's professional educational background includes completion of the Canadian Securities Course and she is a licensed Associate on the Friesen Capital Management team. Melissa is dedicated to providing exceptional and efficient client service in all administrative areas. As an experienced administrator, she welcomes the opportunity to assist clients with their overall goals and objectives. Melissa has an interest in comprehensive financial planning and assists our team in the wealth planning process for clients.

Melissa enjoys playing soccer and traveling in her free time. She looks forward to working with you and welcomes any questions you might have.