OUR TEAM

 

 

LEWIS DYCK CIM®

Portfolio Manager, Investment Advisor

Tel. 403.695.1613  •  Toll Free 1.866.358.2869
Lewis.Dyck@RichardsonWealth.com

 

Lewis has spent nearly 30 years developing meaningful relationships with a select group of high-net-worth clients. 

Drawn to investing and wealth management from an early age, Lewis earned a Bachelor’s Degree in Business Administration before entering the financial services industry. Over the next three decades, he built a diverse client base working with families, individuals, corporations and institutions. Lewis is a licensed Portfolio Manager with a CIM designation and is licensed in jurisdictions  across Canada. He is also licensed for life insurance and has completed the Partners, Directors, and Senior Officers course.

Lewis loves spending time with his family which includes many outdoor activities. 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 BA, FMA

Associate

Tel. 403.695.1614
Kathy.Shiels@RichardsonWealth.com

 

As a crucial member of the Lewis Dyck Wealth Management team for 20 years, Kathy brings broad knowledge, experience, and attention to detail to daily operations. She’s effortless in her approach and has a sharp intuition for client needs, seamlessly switching between operations and transactions to client service and communication. Kathy is also responsible for the administrative and compliance needs of the team. 

Kathy graduated from the University of Calgary with a Bachelor of Arts in Political Science. She is a registered representative, licensed in securities and retail sales and options trading. Kathy also has a Financial Management Advisor designation (FMA) from the Canadian Securities Institute.

Kathy enjoys travelling and spending time with family.

 


 

BROOKLYN SIEBERT BBA

Associate

Tel. 403.695.1615
Brooklyn.Siebert@RichardsonWealth.com

 

Brooklyn is a key part of Lewis Dyck Wealth Management’s client experience. She believes strongly in the impact of good wealth stewardship and high quality service. Since joining the team in 2021, she’s been involved in financial planning, client communication, marketing initiatives, as well as assisting with administrative and compliance tasks. 

After graduating from Ambrose University in 2017 with a Bachelor’s Degree in Business Administration and a minor in Industrial and Organizational Psychology, Brooklyn worked as an associate operations officer in health care services. Her interest in the wealth management industry, as well as her desire for creating and fostering meaningful relationships are two of the key reasons why Brooklyn joined the team.

Brooklyn has completed the CSC and CPH courses. She is a licensed registered representative in securities and retail sales. Brooklyn values time with her husband, family, and friends and can often be found playing indoor and beach volleyball, snowboarding, playing piano, and enjoying music.

 


 

 

OUR TAX & ESTATE PLANNING TEAM

 

Lyndsay Huthmann CFP®, CFDS

Financial Planner

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Located in the Calgary office, Lyndsay works closely with Investment Advisors to deliver comprehensive financial plans and wealth solutions to their clients. Connecting with people is easy for Lyndsay and helps her provide a balanced perspective when addressing clients’ financial planning needs. She makes the journey just as important as the destination.

Lyndsay has been in the financial industry since 2006. Most recently working with investment advisors at a large bank, she brings over 12 years of experience in retirement, tax and estate planning for high net worth families.

Lyndsay completed her Bachelor of Applied Financial Services with Mount Royal University and her Certified Financial Planner® designation with the Financial Planning Standards Council (FPSC). Lyndsay has also completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Life License Qualification Program (LLQP). In 2021, Lyndsay successfully completed her certification as a Chartered Financial Divorce Specialist (CFDS)

Chris Harrison

Financial Planner

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Located in the Vancouver office of Richardson Wealth, Chris rounds out the Tax & Estate Planning team’s coast-to-coast support of Richardson Wealth’s Investment Advisors and their clients. Drawing upon the collective knowledge and experience of the Tax & Estate Planning team, he works closely with Investment Advisors to deliver comprehensive wealth planning services covering tax, financial, estate, insurance and investment planning needs to their clients.

With his engineering and corporate planning experience coupled with over two decades in the financial services sector, Chris brings his passion to the table in delivering comprehensive wealth planning solutions. Relishing the challenges brought forth by ever-changing tax and regulatory environments, he creates comprehensive, understandable, and practical solutions for our clients’ diverse financial needs.

Chris is a Certified Financial Planner® practitioner and has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). Chris has also completed certification (with honours) in the area of personal tax review and preparation.

BUILDING MEANINGFUL RELATIONSHIPS

with integrity, authenticity and delivering value.

 

CONTACT US TODAY