Our team

Tim Conlin CPA, CA, CFA
Portfolio Manager, Investment Advisor
Tel: 403.695.1616 Toll Free: 1.866.867.7735

Tim is the Big Idea guy. Strategy is his forté, it’s where he devotes most of his brain cells, but part of seeing the big picture means zeroing in on the details. It has to. As discretionary advisors, every client’s portfolio is handpicked by Tim and The Conlin Group team and that requires an intimate understanding of every security invested in. That’s what drives Tim, the balance between big picture strategy and the details, that excitement that comes with finding great investments that align with client goals. He also hosts the FinancialDstress podcast.

Tim started his career as a Chartered Accountant at an international accounting firm building extensive knowledge on both investment and tax planning. Looking to connect with individuals, Tim transitioned to wealth management in 1994, receiving his CFA and joining a major financial institution as a discretionary Portfolio Manager and Investment Advisor. He spent 6 years managing one of the largest bank owned brokerage branches in Canada giving him keen insight into many different wealth management practices and brokerage operations.

Tim is passionate about spending time with his family, reading, researching, and perfecting the nuanced art of smoked meat.

Maria Miletic CIMĀ®, B.Comm.
Associate Portfolio Manager, Investment Advisor
Tel: 403.695.1617

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 Gerrish CPA, B.B.A.
Associate Wealth Planner
Tel: 403.695.1618

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.

Euan Hannigan B.Comm. (Hons.)
Portfolio Analytics Associate
Tel: 403.695.1620

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 Sinclair
Assistant
Tel: 403.695.1611

The newest member of the Conlin Group, 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.

Liam Conlin
Assistant

Liam Conlin has joined the Conlin Group once more as a summer student from May to August 2022, helping with various administrative duties and summer organization projects. Last year, he helped clients as a ‘cloud coach’ walking them through the various cloud options available and helped with saving various important files to their cloud in a digital format.

Liam is currently a student on Vancouver Island at Camosun College, completing his Bachelor of Business Administration with a focus on marketing and finance. He plays on the school’s Men’s Volleyball team finishing off a very successful season as a CCAA National Champion!

When he’s not busy with school and work, Liam focuses on his musical endeavors releasing his most recent hit “Earls Girl” on all major streaming platforms. He hopes to create more songs later this summer. Earls Girl - YouTube