Our team

Tim Conlin is the “big idea” guy. Strategy is his forté, where he devotes most of his brain cells. Part of seeing the big picture also means zeroing in on the details. As discretionary advisors, Tim and The Conlin Group handpick every client’s portfolio. That requires an intimate understanding of each security selected. What drives Tim is the balance between big picture strategy and the details — the excitement that comes from finding investments that align perfectly with a client’s long-term vision. 

After obtaining his Bachelor of Commerce from the University of Saskatchewan, Tim started his career as a Chartered Accountant at an international accounting firm, building extensive knowledge on investment and tax planning. Wanting to connect with and serve individuals and families, Tim transitioned to wealth management in 1994. He became a Chartered Financial Analyst charterholder, and joined a major financial institution as a discretionary Portfolio Manager and Investment Advisor. He was an early adopter of the discretionary portfolio management approach, and has been managing client assets this way for over 24 years.

The Conlin Group is a multi-generational, six-member team committed to excellence in the advisory field. Tim’s team is devoted to helping their clients’ children and grandchildren achieve their own financial success and freedom. 

In one of the largest bank-owned wealth management firms in Canada, Tim applied his extensive industry experience, and passion for mentorship and coaching, by leading one of Calgary’s biggest branches and then serving as Regional Director. 

Tim is active in organizations that support the development of student athletes as future leaders: Power to Change, Athletes in Action, University of Saskatchewan, and Camosun College. He has worked with his church community in collaboration with international relief organizations to inspire economic independence and improve the future for families in developing countries. This effort has led Tim to work on projects in Southeast Asia and Africa.

While investing is his life’s work, his true love is spending time with his family. He also enjoys reading, researching, and perfecting the nuanced art of smoking meat.

If Maria were to have an alternate title it would be: Head of Getting Stuff Done. With expert fluency in Tim-speak, Maria easily translates the big ideas into tactics, drawing from her sharp market acumen and innate understanding of wealth dynamics to ensure every portfolio is uniquely suited to the individual. She also co-hosts the FinancialDstress podcast with Tim.

After completing a Bachelor’s of Commerce Degree in Finance from the University of Calgary, Maria took a role as an administrative assistant at an investment advisory firm. The industry held her attention and almost a decade later, her love for market dynamics and client interaction continues to grow. She has held various roles before joining The Conlin Group as Associate Portfolio Manager; working as both a Branch Operations Manager and Assistant Branch Manager at a major financial institution.

In addition to her B. Comm., Maria has her Chartered Investment Manager CIM® designation. In August 2020, Maria and her partner Gary welcomed their son Theo. When she’s not making tactical decisions for The Conlin Group, she’s navigating the equally tactical decisions of parenthood, cracking a joke or maybe laughing extra hard at one of Tim’s jokes… because he’s her boss.

Laura has a way with numbers. She’s a true numerical aficionado with an enviable comfort in financial analysis, planning and reporting – proficiencies that readily bridge any gaps between wealth management and portfolio design. A Chartered Professional Accountant with eight years of experience in financial modelling, accounting research, tax preparations and filings, Laura is one of the reasons The Conlin Group is so organized.

Shortly after graduating with a Bachelor’s Degree in Business Administration from Mount Royal University in 2012, Laura worked in the Audit and Assurance group at PwC where she received her CPA designation. She also held the role of Controller at a private junior oil and gas company in Calgary before joining The Conlin Group. She’s quickly become a vital member of the team.

Laura is an avid traveler on the hunt for the best cuisines the world has to offer. When not traveling, she likes to drag her fiancé, dog, and sometimes cat, out on a variety of outdoor adventures close to home.

Since joining the Conlin Group in the fall of 2021, Euan has helped solidify the link between the team and clients, assisting in both research and service requests by focusing on deep dives into market and portfolio.

After graduating with a Bachelor of Commerce (Honours) with a focus on Finance from Smith School of Business at Queen’s University, Euan had a brief stint at Wellington-Altus Private Wealth as an Associate before joining Richardson Wealth. Euan enjoys the two-part challenge of helping clients meet their financial goals and preparing for the future while also navigating the challenges of the financial markets and learning something new every day.

Working from Vancouver Island, Euan likes to spend his spare time hiking and kayaking with family and friends. He plays squash and golf in his free time and enjoys watching basketball and rugby. An exchange to Universidad de Los Andes in Bogota, Colombia as a student helped expand his interest in travel, especially throughout more of Latin America.

Heather initially joined the team as an integral helping-hand throughout our transition into Richardson Wealth. She enjoys getting to know our clients and assisting with their requests on behalf of the team—quickly adopting our team’s motto “I’m on it!”

Heather graduated from University of Guelph with an Honours Degree in Environmental Governance. Before joining the investment industry in 2021, she spent 8 years at a law firm in Guelph, ON as both an accounting clerk and an office administrator.

In her free time, Heather can be found taking advantage of living near the beautiful landscapes that the Rocky Mountains have to offer. She enjoys camping, backpacking, and hiking with her husband and dog as well as running which she did competitively throughout university.

The newest member of our team, Stacey graduated from the University of Lethbridge in 2016 with a Bachelor of Management Degree majoring in finance. Prior to joining the Conlin Group in July 2022, she worked in the hospitality industry with a focus on organizational leadership and strategic management. Stacey is dedicated to excellence in client service and will bring that passion to the Conlin Group.

Stacey grew up on a ranch in Cypress Hills, Saskatchewan where community and hard work are of the highest value. New to Calgary, outside of work she can be found exploring the city and neighboring communities, hiking with her dog, and spending time with family. A favorite hobby of hers is testing her craftsmanship in the leathershop – she is honored to have her work showcased at the Calgary Stampede.