Our team

A collaborative approach is central to Drozduk Filion Wealth Management’s success. We’re a family-run practice with nearly two decades in the financial services industry combined. Each member of our team brings a unique outlook and approach to wealth planning. We act as a liaison between our clients and Richardson Wealth’s team of in-house tax and estate planning professionals. 

Team photo

Marshall Drozduk CFP®, CIM®, FCSI®, RRC®
Portfolio Manager, Investment Advisor
Marshall Drozduk

The technical strategist behind the Drozduk Filion Wealth Management name, Marshall Drozduk has a decade’s worth of experience in the financial services sphere. Raised in Fernie, B.C., Marshall was exposed to wealth planning through the lens of his family’s finances at a young age. He pursued a Bachelor’s in Business from DeVry Institute of Technology in Calgary, and built several businesses before gravitating towards the financial world, joining IG Wealth Management in 2008. 

For the past three years, Marshall and his wife Kelsey Filion Drozduk have been collaborating while running separate financial planning practices. In 2019, they made that partnership official, joining Richardson Wealth and launching Drozduk Filion Wealth Management in Calgary. Marshall has both his Certified Financial Planning and Registered Retirement Consultant designations. 

Both in and beyond the office, family is paramount. Marshall and Kelsey welcomed their daughter in 2019 to their family, which includes their two dogs. When he’s not spending time with family or travelling, Marshall stays true to his Kootenay roots by fishing, playing hockey, and golfing. 

Kelsey Filion Drozduk BBA

Kelsey Filion Drozduk brings an intuitive understanding of relationship building and a detailed approach to planning to Drozduk Filion Wealth Management. She’s a people person, through and through and it’s reflected in every interaction with clients.  

Kelsey developed an interest in investing at 15, convincing her dad to open a trading account for her. After earning a Bachelor’s Degree in Entrepreneurial Leadership from Kwantlen Polytechnic University in British Columbia, she pointed her interests at accounting. Realizing she wanted to work both with people and money, she pivoted to financial services, joining IG Wealth Management as a Division Director and Financial Consultant.   

She worked there for eight years, the last three focused on collaborating with her husband Marshall while running her own practice. In 2019, drawn to Richardson Wealth’s unbiased approach to financial services, they made that collaboration official, launching Drozduk Filion Wealth Management. 

Kelsey passions include soccer, travelling, and spending time with her growing family including Marshall, their daughter and their two dogs.   

Rory Hyland CIM®, CFP®, FCSI®
Associate Investment Advisor
Rory Hyland

A key asset to our team for his analytical approach to financial planning, portfolio strategy, and risk management solutions, Rory Hyland has been working alongside the team for seven years.

After graduating from Mount Royal University with a Bachelor’s of Business and Entrepreneurship focused on sport and recreation, Rory was drawn to the intersection of people and money. Before joining our team at Richardson Wealth in 2019, he worked at IG Wealth Management as an advisor and associate to Marshall Drozduk and Kelsey Filion Drozduk.

As a strong proponent to lifelong learning, Rory is always taking a course (or two) to further enhance his knowledge and expertise in the financial sector.

Rory spends his time outside the office playing and watching hockey, basketball and football. When he isn’t doing that, he is studying, travelling or walking his pup, Rocky.

Michelle Shaw Williams
Associate Investment Advisor

As the backbone of the team, Michelle works tirelessly on the operational side of the practice, ensuring that everything runs smoothly and efficiently.

Michelle graduated from the University of Calgary with a Bachelor of Arts degree and didn’t wait long before finding work in the communications industry. She then moved on to successfully own and operate her own small business prior to pursuing a career in finance. She is the proud mom of two teenage sons who have benefited greatly from her lifelong experience in investing, both from a knowledge perspective as well as from their RESP’s!

As a result of Michelle’s interest in both finance and investing, she joined the Drozduk Filion team upon their arrival at Richardson Wealth in 2019 and has leveraged her customer experience background and a keen interest in investing to become an integral part of the team’s client experience. Michelle is pleased to have completed her Registered Representative requirement.

Toni Walker

Toni brings an abundance of customer service & administration experience having spent several years working in a role facilitating freight transportation via rail. She then moved on to manage a highway transportation company prior to joining the Drozduk Filion team at Richardson Wealth.

Toni is the proud mother of twin boys; Bo & Luke. In her spare time, Toni enjoys spending time camping with her family or hiking with her bullmastiff Vinnie.

Brad Gustafson B.Sc., CFP®, CIM®
Portfolio Manager, Investment Advisor

Brad’s extensive range of experience includes being a farmer, rig worker, geologist, award-winning realtor, real estate investor, and banker. Brad has been in the financial planning industry for the past 30 years. Brad attended the University of Calgary and graduated as a Geologist. This solid platform of knowledge helps him understand and develop effective solutions to address clients’ wealth management needs encompassing investments, estate, tax, succession and retirement planning. Through his career, Brad has placed a priority on working with advisors and teams that he respects, and Marshall is one of those individuals. Brad and Marshall have enjoyed a 15-year partnership. Together they share their knowledge and strategies as they collaborate on solutions to best serve clients and their families.

Craig D. Basinger CFA

Chief Market Strategist, Purpose Investments


Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long term student of the markets, Craig’s thoughts and insights can be seen in Market Ethos publications and is a regular contributor on BNN. 

Craig and his team bring a transparent and cost efficient approach to investment management. The team provides asset allocation OCIO services and directly manages over $1 billion in assets. The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.

Derek Benedet CMT, CFP

Portfolio Manager, Purpose Investments


As a Portfolio Manager at Purpose Investments Derek plays a major role in the ongoing management and execution of the group’s investment mandates. He has worked for the past seventeen years in the investment industry with experience at Richardson Wealth, CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree with a finance concentration. Derek is a Chartered Market Technician (CMT), a designation obtained through expertise in technical analyses and is granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) as well as a Chartered Investment Manager (CIM).

Derek brings a specialty in trading, technical analyses and behavioral finance. His unique investment approach combines a blend of technical analysis, quantitative finance and fundamental analysis. Paying careful attention to market technicals, Derek brings a unique aspect to new idea generation and risk management in portfolio management. Derek believes that managing risk and being opportunistic given market conditions are key tenants of our achieving long-term returns.