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 CIMĀ®, FEA
Director, Wealth Management, Portfolio Manager, Investment Advisor
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Chris guides and educates his clients to make informed decisions about their wealth management needs. Whether it’s saving money on tax, creating a comfortable retirement, developing a business succession plan or leaving a legacy, Chris and his team always strive to provide options with customized plans to suit each client’s unique needs. For clients who are dual citizens, Chris works with our in-house Tax & Estate Planning professionals to ensure that all of their investments in Canada and the United States are aligned with the cross border tax and estate issues. Recognized by clients for his driven, tenacious and sympathetic nature, Chris works closely with his clients to ensure their interests always come first.

Born and raised in Calgary, Chris enjoys golfing, playing hockey and boating.

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.

Jeanette Brown FMA
Associate, Team Lead

Jeanette Brown is the Operations Team Leader and Associate for Friesen Capital Management (FCM) at Richardson Wealth. Jeanette joined the FCM Team in 2021 and brings a plethora of knowledge and experience with her having worked in the investment industry for over 20 years. Prior to joining the team, Jeanette has spent time working in the discretionary & wealth advisory sector and also managed a self-directed investment platform. She champions efficiency and is incredibly skilled at building operational processes that leads to increased client satisfaction. These attributes coupled with an in-depth knowledge of managed investments and her proactive communications style have made her a leader in the client relationship space.

Originally from Saskatchewan, Jeanette has been living in Calgary since 2010, but, like all good Saskatchewanians, she still cheers for the Rough Riders. Since making Calgary her home, Jeanette has taken an active interest in her community and giving back. She has been involved with motionball, a volunteer-run charity that raises funds for Special Olympics in Canada. 

Jeanette firmly believes in the importance of balanced living. A passionate traveler, she has visited countries on four continents and looks forward to adding more stamps to her passport. When not jet-setting or in the office, she can be found at the gym or spending time with her friends and their pets.

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.

Mimie Tham CIMĀ®
Associate

Mimie re-joined Richardson in 2021 as an Associate with FCM, where she began her career with a predecessor firm, Blackmont Capital which was acquired by Macquarie Private Wealth. She has particular interest in investment management, trading, and portfolio construction, and hopes to become the Associate Portfolio Manager for the Team, assisting with portfolio construction and asset allocation. Mimie believes the most rewarding advisor-client relationships stem from open communication, fostering trust and collaboration and proper planning. Mimie has a background in Finance, and obtained her degree at Mount Royal University. She attained the CIM in 2009, and is currently working on her CIWM. With that, she brings over 10 years of experience in the wealth management industry. She plans to pursue her MBA in the near future. Outside of work, Mimie enjoys travelling, playing golf (most of the time), enjoying wine, and volunteers with the Lupus Society of Alberta.

Tracy Feldman
Assistant

Tracy started with our team as an administrative assistant after 5 years with a large financial services company as a Division Director’s Executive Assistant. Recently she discovered that digital marketing is her passion, which highly compliments over a  decade spent in software development before taking time off to raise her two beautiful daughters.  Tracy’s mission is to ensure the most relevant and educational content is shared with our clients and to elevate our brand awareness by increasing our online presence including organizing our social media sites, managing email campaigns, analyzing digital marketing trends and website analytics to ensure that our online marketing content is engaging and compliant.  She is currently working towards certification in Digital Marketing and Social Media at SAIT.

Craig D. Basinger , CFA

Director, Asset Management, CIO

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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

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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.