Tricia Leadbeater is recognized as one of Canada’s Top Women Wealth Advisors by The Globe and Mail and SHOOK Research.
Tricia is recognized as one of Alberta's Top Advisors by the Globe and Mail, and SHOOK Research.

Tricia Leadbeater has over 20 years of experience partnering with clients to achieve their life and investment goals. Her diverse education and experience bring a unique and valuable perspective to her relationships, many of which are multi-generational. She especially enjoys coaching clients who, as a result of life transitions, are new to managing wealth. She also excels at educating and motivating young professionals in their early careers.

Prior to obtaining the Chartered Financial Analyst (CFA) designation, Tricia completed a Master of Arts in Philosophy from Dalhousie University, and earned undergraduate degrees with distinction in English and Philosophy from the University of Calgary. To improve her volunteer and leadership skills, she completed the Institute for Corporate Directors (ICD) Not-for-Profit Director’s Program.

Tricia is committed to serving her local community and passionate about supporting the arts. For the past eight years, she has served on the board of Theatre Calgary. She is a past chair and current director of the Theatre Calgary Endowment. She is also a director of the Werklund Family Foundation, which promotes leadership and education opportunities for youth in Alberta. Previously, Tricia served on the boards of the Calgary Allied Arts Foundation, Calgary Cinematheque and Calgary CFA Society. Today, she volunteers with the Calgary CFA Society on their Investment Committee. She was a past committee member for the Calgary CFA Women in Investment Management conference.

Tricia spends most weekends in the mountains, either cross-country skiing or hiking. She also enjoys spending time with friends and family attending performing arts events in the city.

Rahim Chatur was born for this industry. As a Portfolio Manager, Investment Advisor operating under the Calgary based Mackie Wealth Group banner, Rahim grew up with a clear purpose to make the world a better place centered around strong family values of sharing and caring. Early in life, he also discovered a passion for investing and finance. His profession as an advisor is a unique alignment of his roots and his innate understanding of the markets. This gives him the ultimate satisfaction of making more than a difference in the lives of his clients, he works diligently to ensure they live the full and meaningful life they envision. Simply said, being an advisor is his calling.

Serving the high net worth market for over 20 years, Rahim’s leadership with his clients is instrumental to their financial success and sense of well-being. He operates under firmly established philosophies: provide investors with innovative opportunities that incorporate solid financial principles. His strategy has evolved throughout years of market cycles, and career progression – previously leading Canada’s premier Private Equity desk and finally his destination as an investment advisor since 2004. He has crafted and fine-tuned his value-based playbook to be one of conviction and resilience. Rahim’s overarching belief is to serve clients the way he would want to be served. This brings him a deep sense of empathy and strengthens his client connections making him more than a financial advisor, but rather a life advisor. In 2022 The Globe & Mail recognized Rahim as one of Canada’s Top Wealth Advisors as well as one of Alberta’s Top Wealth Advisors – an award that very few receive.

Making the world a better place extends beyond his clients to his community. Philanthropy is a virtue Rahim learned during his upbringing and a legacy he has carefully nurtured for the next generation. For years, his family has been the top sponsor and participant in the Million Reasons Run supporting Children’s hospitals. Rahim also served on the board of a local charity where he contributed his time to families in need of stable housing.

Rahim earned his Bachelor of Commerce (BComm) degree in Finance from the Haskayne School of Business at the University of Calgary, he is a Chartered Financial Analyst (CFA) charterholder and has earned his Derivatives Markets Specialist (DMS) designation. For fun, and to keep a clear mind, Rahim plays tennis, skis, bikes and runs. Above all, spending time with his wife and two energetic children is his true love.

Jeffrey has worked with the members of the Mackie Wealth Group since 2007 and is currently in the role of Portfolio Manager, Investment Advisor. Jeffrey strives to gain a thorough understanding of his client’s aspirations and enjoys helping them develop comprehensive and innovative solutions, allowing them to feel confident about their financial future.  Jeffrey recently wrote a book titled ‘Guidebook to Setting up a Family Trust’ to help clients understand how family trusts work and fit into their financial plans.   As a father of three active children, Jeffrey is passionate about helping families on their financial path through all stages of life.  

With a keen interest in how disruptive trends in technology are shaping the world of business, Jeffrey shares his thoughts on everything from self-driving cars, to sous-vide cooking in his blog called ‘Jeffrey’s Notebook’. 

Jeffrey was born and raised in Calgary, Alberta.  After graduating with honors in Mechanical Engineering at Queen’s University, Jeffrey completed a master’s degree in engineering at the University of Toronto, specializing in Integrated Manufacturing.  Jeffrey worked at Suncor as an engineer and project manager before shifting his career to wealth management. 

Jeffrey is an avid cyclist and competes in amateur races, gran fondos and charity rides. When he isn’t working or on his bike, Jeffrey is busy getting his kids active in the outdoors.

Trevor was born and raised in Calgary and studied at the University of Alberta where he received a Bachelor of Arts degree with a major in Psychology in 2016, as well as a Bachelor of Commerce Degree with a major in Finance in 2018. During his time at the University of Alberta, Trevor was a member of the Varsity Football team. 

On the Mackie Wealth Group, Trevor is responsible for running trading operations, research, and assisting with portfolio rebalancing. Trevor has completed the CFA program and attained the CFA Charter, as well as the CIM designation. Trevor has attained his associate portfolio manager license and is also licensed to trade options.

In his spare time, Trevor enjoys staying active, especially weight lifting, and playing guitar.

Athina joined the Mackie Wealth Group as an associate in 2019 after graduating from the University of Calgary with a Bachelor of Commerce, majoring in Finance. As an analyst in a student investment fund, she became particularly passionate about capital markets. Throughout her degree, Athina has also gained valuable experience in the oil & gas industry.

In her capacity as a licensed investment representative, Athina assists the team with trading operations and investment research, among administrative support for clients.  

When she is not studying for the first level of the CFA program, Athina enjoys staying active, spending time with family, and trying new things. 
 

Cindy Parmelee started in the investment industry as a receptionist at Odlum Brown in Kelowna in 1983. In 1987 she moved to Calgary, and since then she has worked primarily in the securities departments of First Marathon Securities Ltd., National Bank Financial, J.F. Mackie & Company, Mackie Research Capital Corp. until joining Macquarie Private Wealth in July 2011 where she worked in the syndication department on brokered private placements and grey market issues. She joined the Mackie Wealth Group in March 2014.

Cindy enjoys gardening, quilting and most of all spending time with her two daughters.

Anna assists the team and our clients with their account and administrative needs. She is a valuable asset to the Mackie Wealth Group with her background in legal and accounting assistance. She has a Legal Assistant diploma from the Southern Alberta Institute of Technology and over 7 years of experience in administration.

In her free time, Anna loves to read, roller skate, or head to the mountains.

Marilou has worked in the banking industry for over five years as a Client Service Representative, Branch Support Administrator and Financial Service Associate. She takes great pride in client service excellence and willingness to assist the team with efficient operational processes. Marilou brings strong administrative experience, following her 9 years at Sinopec Canada. She fostered community involvement and corporate events including the Calgary Dragon Boat Festival and the Calgary Corporate Challenge.

Outside of the office, Marilou enjoys cooking, gardening, getting out to the mountains hiking and spending time with family and friends.