Lewis Dyck
Director, Wealth Management, Associate Portfolio Manager, Investment Advisor
Tel: 403.695.1613

Lewis began his career as a Financial Advisor in 1994. With over 25 years of experience, serving his clients has always been his top priority. Lewis graduated with a bachelor’s degree in Business Administration. From the ground up, Lewis has created a wealth management practice that is highly successful and is based on the belief that the value and well-being of people is so much more than their finances alone. Lewis strives to serve his clients by working to effectively protect their financial assets and utilize those assets to maximize growth and returns. Essentially, making clients’ money work for them. For Lewis, serving his clients well means developing a meaningful and intentional relationship with them in order to help ensure that their needs are met, they can achieve their goals, and can plan effectively for their future.

 

Lewis is fully licensed for Securities and Options trading, he has completed the Partners, Directors, and Senior Officers course, he is also licensed to add life insurance products to client portfolios. With both education and experience, Lewis and his team are well equipped to navigate the financial markets and the inevitable transitions in the lives of clients. The Lewis Dyck Wealth Management team provides clients with peace of mind, financial protection, growth, and income, as well as a plan for their intergenerational wealth.

 

Lewis values spending time with his family and enjoying outdoor activities together such as biking and skiing. He also enjoys returning to his roots at the farm in Saskatchewan where he can spend time with extended family, snowmobile in the Winter and go boating on the lake in the Summer.

Kathy Shiels
Associate
Tel: 403.695.1614

Kathy is an invaluable part of the Lewis Dyck Wealth Management team and has been for over 20 years. Kathy graduated from the University of Calgary with a Bachelor of Arts in Political Science. She is licensed in Securities sales and Options trading has a Financial Management Advisor designation (FMA) from the Canadian Securities Institute. With her education and experience, Kathy brings vast knowledge of the wealth management industry and a highly valuable skill set to the team.

 

In her associate role, Kathy focuses on handling daily operations and fosters efficient, informative client service and communication. Kathy implements trading and other financial transactions, ensuring that client requests occur in a timely fashion while also monitoring the ongoing details after these transactions occur. With her diligence and attention to detail, Kathy is also responsible for the administrative and compliance demands on her team. Kathy works hard to ensure that the details are taken care of so that clients receive the efficient, high quality service that the Lewis Dyck Wealth Management team provides along with peace of mind that comes with knowing that their finances are in good hands.

 

When not at work, Kathy enjoys traveling.

Assistant
Tel: 403.695.1615

Brooklyn has a bachelor’s degree in Business Administration with a minor in Industrial and Organizational Psychology. With a passion for people, maximizing their well-being, and creating meaningful and impactful relationships, Brooklyn has gained experience in the business and leadership sector across multiple industries. Brooklyn assists with administrative tasks, marketing, and client communication.

 

Brooklyn values time with her husband, family, and friends and can often be found playing indoor and beach volleyball, snowboarding, or sitting at the piano and enjoying music.