David Friesen
Director, Wealth Management, Portfolio Manager, Investment Advisor

David is the founder of Friesen Capital Management within Richardson Wealth. 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 Wealth, 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 Wealth 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
Director, Wealth Management, Portfolio Manager, Investment Advisor
Chris Martin

Chris Martin is the lead wealth manager of Friesen Capital Management at Richardson Wealth and has acted as a personal CFO for many of Alberta’s successful business owners and families for over 10 years. Chris joined Richardson Wealth 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 three sons, Greyson, Ezra and Knox. As a family, they 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 the four of them 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.

Shelby Glenn B.Sc., FMA
Associate Investment Advisor

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 19 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 Wealth, 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.

Melissa Cochrane
Associate

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.

Tracy Feldman
Assistant

As our Administrative Assistant, Tracy handles copious amounts of paperwork, keeping our team organized and streamlined. Before joining Friesen Capital Management, Tracy worked for a large financial services company alongside the Division Director, servicing clients. Prior to that, she spent a decade in the software development industry before taking some time off to raise her two beautiful daughters.

Family continues to be of utmost importance to Tracy, with her taking every opportunity to escape to the mountains with her teenage daughters for a few days. Born and raised in Calgary, she makes time to explore the city, seeking out hidden gems – especially new restaurants and coffee shops – in the Inglewood, Kensington and 17th Ave neighbourhoods.

Jeannette Dewar
Assistant

As our Executive Assistant, Jeannette focuses on coordinating meetings, managing the team calendar as well as assisting with marketing initiatives. Jeannette brings to the team strong time management skills, attention to detail and a “get it done” attitude.

A native Albertan, Jeannette has travelled extensively – completing a two-year trip around the world in the 1990s alongside her husband. Outside the office, Jeannette likes to spend time with her husband, and their two teen-aged kids, continuing that legacy of travelling with summer camping trips. Between volunteering at her kids’ school and supporting her son and daughter through the various sports they play, Jeannette enjoys gardening, scrapbooking, working out, yoga, and meditation.

Craig D. Basinger , CFA

Director, Asset Management, CIO

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Beginning his investment career in 1995, Craig Basinger has focused on investment strategy and managing Canadian and U.S. equity portfolios for Canadian investors. Craig believes that investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. Craig spends a considerable amount of analytical energy on identifying economic expectations, allocating assets, and formulating sector views and style/quantitative tilts. He develops and tests these themes continuously. At the company level, he uses fundamental research in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points. Craig’s multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

Chris Kerlow , CFA

Portfolio Manager

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Chris graduated from Saint Mary’s University with a Bachelor of Commerce Degree, double majoring in finance and entrepreneurship. He began his career with Scotia Asset Management in 2008 and had progressing roles before becoming a senior analyst in the Investment Consulting Group. Chris was awarded the Chartered Financial Analyst (CFA) designation in 2012. He brings a specialization in stock specific fundamental analysis. Analysing companies from the bottom up deriving fair value estimates and determining their relative attractiveness as either a stand alone investment or in a portfolio context. He is also a contributing member in the asset allocation and sector selection process.

Derek Benedet , CMT, CFP

Portfolio Manager

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Derek is a Portfolio Manager within Richardson Wealth’s asset management service, Connected Wealth. He has worked for the past fourteen years in the investment industry with experience at CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. (now RF Securities Clearing). 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 technical analysis, quantitative finance and fundamental analysis. Paying careful attention to momentum, market breadth and price patterns, Derek identifies key support and resistance areas that bring a unique aspect to new idea generation and risk management in portfolio management.

James Price , CFA

Director, Capital Markets and Investment Products

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Jamie is the Director of Capital Markets and Investment Products at Richardson Wealth. In this capacity, Jamie helps advisors and clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes the writing of our market commentaries, including the daily Launch Pad, to keep our advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and started in fixed income the same year working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst charter holder in 2006. A year later, he was appointed Director of Fixed Income. Jamie’s experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team. Jamie Price, as a portfolio manager, is the lead manager of the Connected Wealth bond strategies.