David Friesen  CIM®, AIFP™

Director, Wealth Management, Portfolio Manager

Tel.: 403-776-6220

Email: David.Friesen@RichardsonGMP.com


David is the founder of Friesen Capital Management within Richardson GMP. Over his 23-year career in the wealth management industry, David has been committed to leading a talented team in assisting business owners and high-net-worth families in the planning and management of their affairs. Friesen Capital Management plays a unique role in our clients’ lives by acting as their “family CFO” to simplify and coordinate the complexities of wealth management. 

Prior to becoming a Director, Wealth Management at Richardson GMP, David was a Vice President and Investment Advisor with CIBC Wood Gundy for 11 years. His insight and experience have led him to sit on the Advisory Board for Richardson GMP and host round table discussions, which brings together senior leaders of corporations to learn from each other’s business experiences.
 

David lends his time and talents serving the community in various ways. His desire to give back by sharing his knowledge and expertise with young business people led him to co-found The Leadership Form for young entrepreneurs in Calgary. David is also a board member for the local charity HopeShares, which raises funds and awareness for long-term community work in a township near Durban, South Africa, that has been strongly affected by the AIDS epidemic.

When not leading his business team during the week, David thoroughly enjoys life with his wife, Leslie, and “managing” their four kids, Maddie, Nate, Sally, and Ella. David can be found most weekends spending time with his family on their acreage property west of Calgary. When the snow flies, David takes every opportunity to get to a ski hill. Castle Mountain is his favourite spot after a big dump of snow.

Chris Martin  CIM®

Director, Wealth Management, Portfolio Manager

Tel.: 403-776-6220

Email: Chris.Martin@RichardsonGMP.com


Chris Martin is the lead wealth manager of Friesen Capital Management at Richardson GMP and has acted as a personal CFO for many of Alberta’s successful business owners and families for over 10 years. Chris joined Richardson GMP in 2013 and most recently joined forces with Friesen Capital Management. His broad experience and knowledge base has expanded his reputation as a trusted advisor with a talent for identifying investment and planning opportunities suited to each of his clients’ unique situations. Chris brings trustworthy insight and guidance to his clients’ financial decision-making process while building meaningful relationships and supporting the growth of the business. In his capacity as a Chartered Investment Manager (CIM®), he is accredited to work with clients in a discretionary investment management capacity. 
 

A native Calgarian, Chris values his personal community outreach contributions and strongly believes in the city that has granted so many opportunities for him and his family. Chris is a supporter of McMan Calgary & Area, a charity that helps less fortunate youth find housing, support and a brighter future.


When not dealing with the day-to-day of the business, Chris enjoys spending time with his wife, Stephanie, and their son, Greyson. The trio love entertaining guests in their home, keeping up with the ever evolving Calgary restaurant scene and playing sports together at the Calgary Winter Club. During the weekends you can often find Chis, Stephanie and Greyson in Canmore at their family’s coffee shop, “Beamers”, enjoying a great cup of coffee. Chris enjoys skiing and snowboarding in the mountains, wake surfing behind a Mastercraft on the lakes of British Columbia and Montana, and hiking the trails in Kananaskis, Canmore and Banff.

Martin Danielak  CFA

Portfolio Manager

Tel.: 403-776-6220

Email: Martin.Danielak@RichardsonGMP.com


Martin Danielak has been a part of the Friesen Capital Management team at Richardson GMP since 2012. Acting as the lead Chief Investment Officer, he is responsible for leading investment research, analysis, execution, and trading for all clients of Friesen Capital Management. Martin is passionate about studying and understanding various investments to offer the best service and educate clients on effectively managing risk. He has a proven track record in this capacity, having led Friesen Capital Management’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 to 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. Martin consistently works with some of the leading Portfolio Managers at Richardson GMP to share resources and analysis with the goal of providing unbiased “institutional” investment offerings to his clients. This work has been instrumental in developing key relationships for Friesen Capital Management that give clients access to unique private and cash-flowing investments.


Prior to becoming a Portfolio Manager, Martin worked at a Market Risk Analyst at Canaccord Genuity in Toronto, where he gained valuable experience overseeing investments across the firm. He graduated from The Richard Ivey School of Business at the University of Western Ontario, earning an Honours degree in Business Administration.


When not overseeing client portfolios, Martin enjoys spending his time outdoors with his girlfriend and dog. He has truly embraced the Calgary lifestyle as he loves to hit the mountains to shred powder during the winter months and then jumps on his road bike once the snow melts. To give back to his community, he remains very involved in educating and mentoring enthusiastic university students and recent graduates on financial markets and opportunities within finance.

Shelby Glenn  B.Sc., FMA

Associate Investment Advisor

Tel.: 403-776-6220

Email: Shelby.Glenn@RichardsonGMP.com


Shelby joined Friesen Capital Management in 2004 in the role of Associate Investment Advisor. Shelby assists client families with their wealth management needs by helping to identify, guide and coordinate their advanced planning efforts. These planning areas may include wealth enhancement through cash flow or tax strategies, estate and wealth transfer planning, wealth protection through business structures and insurance solutions, and charitable giving. Shelby believes that strong collaboration with a client family’s professional advisors (i.e. tax advisor, legal advisor, financial advisor, etc.) is one of the keys to successful advanced planning. 


With 18 years of experience in the financial industry, Shelby brings an in-depth knowledge and understanding of the many strategies available and can assist client families with a number of complex wealth planning initiatives. After a successful five-year career as an Executive Assistant and Office Manager, Shelby took her career journey into finance and joined CIBC Wood Gundy. Prior to joining Friesen Capital Management at Richardson GMP, she held such positions as Associate Investment Advisor and Senior Branch Administrator. She holds an Honours B.Sc. from the University of Calgary as well as her Financial Management Advisor (FMA) designation.


When not at work, Shelby can be found at her other job as a mom to her two children. She is active in her local community through volunteering with her children’s school and ringette teams. In any spare time, Shelby loves spending time with family and friends, exploring new cuisines, perusing interior design magazines, and watching design shows.

Carl Kaucher 

Associate Investment Advisor

Tel.: 403-776-6223

Email: Carl.Kaucher@RichardsonGMP.com


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 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 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, the firm’s asset management team, and other market-leading and financial planning professionals. Carl is known for creating and delivering sound, goals-based investment solutions that are grounded in sensible strategies and based on a comprehensive, client-centric, needs-and-wants analysis. A well-organized, proven communicator, Carl prioritizes helping clients work toward their financial goals while 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. He also holds a Master’s certificate in Project Management from York University’s Schulich School of Business.


Away from the office, Carl enjoys watching documentary films, reading non-fiction, and pursuing creative photography and digital imaging. He is an ardent football fan, following both U.S. college and pro teams as well as the Canadian Football League.

Haleigh Petersen  B.Sc. International Business

Associate

Tel.: 403-776-6220

Email: Haleigh.Petersen@RichardsonGMP.com


Haleigh assists with the development and implementation of the investment strategies and oversees internal operations to ensure an exceptional client experience. Bringing an upbeat perspective, a competitive edge and a kind nature to her job, Haleigh is passionate about making a positive difference in the lives of others.
 
Haleigh grew up playing sports at an international level and attributes her sense of teamwork and strong worth ethic to her athletic experiences. A golf scholarship led her to attend a Division I university in North Carolina, where she graduated summa cum laude with an International Business degree. Haleigh then decided to embark on a career within the wealth management industry, joining Richardson GMP in 2013. 

In her spare time, Haleigh can be found at trendy restaurants around the city sampling new and exciting flavours. She continues to enjoy a variety of sports, including golf, tennis and skiing. She also loves travelling to different countries, learning about other cultures — and, of course, trying the food!

Melissa Cochrane 

Associate

Tel.: 403-776-6220

Email: Melissa.Cochrane@RichardsonGMP.com

 

In her capacity as an Associate at Friesen Capital Management, Melissa focuses on providing clients with exceptional and efficient assistance. Prior to joining our team, she worked in client relations in the oil and gas industry before completing her Canadian Securities Course. As an experienced administrator, excellent client service has always been very important to Melissa. With her deep understanding of the financial industry, she has a plenitude of skills critical to her current role, as well as an excellent work ethic that is admired by all team members. Melissa welcomes the opportunity to assist clients in any way possible and is involved in our team’s wealth planning process.

Away from the office, you can often find Melissa on the soccer field wearing her favourite “11” jersey. She is also our resident fashionista and enjoys staying up on the latest fashion trends. Her favourite travel destinations are ones that come with a beach.

Charlotte Shindruk 

Assistant

Tel.: 403-776-6220

Email: Charlotte.Shindruk@RichardsonGMP.com


With more than 16 years of financial services experience, Charlotte’s primary focus is establishing quality client relationships and offering first-class client support services. As Friesen Capital Management’s Assistant, Charlotte is one of the first people clients speak with when calling our office. In helping new clients to set up their accounts, she has been recognized on numerous occasions for her positive, can-do attitude and reliable ability to get the job done.

When not serving clients, Charlotte enjoys gardening and spends most of her free time puttering around her workshop. She prides herself on the fact that she has more tools than the average person.