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 practicing guitar, 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—a true numerical aficionado with enviable comfort in financial analysis, planning and reporting. These proficiencies 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 stays 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 quickly became 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 adventure closer to home, taking advantage of Calgary’s proximity to the Rocky Mountains and exploring our own local restaurant scene. In December 2023, Laura and her husband welcomed baby Stella into their family (including their dog: Rosie and cat: Frankie).

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.

Euan graduated with a Bachelor of Commerce (Honours) with a focus on Finance from Smith School of Business at Queen’s University. He is now working on his CFA certification. 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.

As a big sports fan, you can find Euan watching basketball and rugby or playing squash and golf. He loves The Office and can find the perfect quote for any situation. Euan has been able to explore his passion for travel as well with an exchange to Universidad de Los Andes in Bogota, Colombia as a student. He hopes to continue travelling the world, 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, biking, and hiking with her husband, dog, and son. Heather is also an avid runner which she did competitively throughout university.

Stacey graduated from the University of Lethbridge with a Bachelor of Management degree, majoring in finance. Prior to joining the Conlin Group in June 2022, she developed her professional foundation in the hospitality industry which fostered a passion for client excellence and organizational leadership-attributes she now brings to her work with the Conlin group.

Originally from a ranch in Saskatchewan, Stacey now calls Calgary home. Outside of work, she enjoys exploring the city and mountains with her dog, spending time with her family and creating in the leather shop. For Stacey, leatherwork is more than just a hobby – it’s a passion forged alongside her Dad in his leather shop.

After completing his studies in Marketing and Finance at Camosun College in Victoria, BC, Liam recently joined The Conlin Group, bringing fresh perspective and a strong eagerness to learn. Over his degree, Liam was an active member of Camosun’s Men’s Volleyball team in the CCAA and PACWEST divisions. The team won two National gold medals over his tenure and Liam acted as co-captain for the team in his final year. Liam’s time in team sports has honed his leadership and team-building skills as well as a drive to work hard to get the job done.

Outside of work, Liam enjoys creating music whether he's simply fiddling around on the guitar or producing full songs. You can also often find him at local driving ranges, working on fine-tuning his golf swing. Liam and his better half, Shea-Lyn, recently moved back to Calgary and are excited to explore more of the city and get connected with their church community.