A native of Calgary, Nick has been in the investment industry since 1993 and is a Canadian Investment Manager (CIM) and a Portfolio Manager. Nick joined Macquarie Private Wealth in 2011, which was acquired by Richardson Wealth in 2013. Previously he worked at HSBC Securities for more than fourteen years and was a Vice President of the firm. He is the Past Board Chair of the Calgary Military Family Resource Centre which provides support to Military Families in Southern Alberta and the current Board Chair of The Military Museums Foundation which has a mandate to promote and provide educational programs at the Military Museums. Nick is also the Past-President of the Sunalta Community Association.
Jocelyn is a recent graduate from the University of Calgary with a degree in Communications and Economics. Jocelyn has a “can-do” attitude as seen with her accomplishments with the Calgary Aquabelles Synchronized Swimming Club. With a keen interest in the wealth management industry, Jocelyn has recently completed her Canadian Securities Course (CSC) and is looking forward to furthering her education.
Jocelyn is an avid traveler, spending a winter abroad in India and Asia with her most recent trip down to Chile. At home in Canada, she enjoys time in the mountains and loves to get out and golf in the summer. She looks forward to getting to know you and helping you with any administrative queries you may have.