Our team

Tim Conlin CPA, CA, CFA
Managing Director, 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 also spent over five years managing one of the largest bank branches and teams in Canada while also building The Conlin Group into one of the firm’s Top 20 investment advisory teams for 22 consecutive years.

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

Maria Miletic B.Comm, CIMĀ®
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
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 doing 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.

An avid traveller, Japan is next up on her list – an easy pick for any foodie like Laura.

Emma Conlin
Assistant
Tel: 403.695.1619

Since joining The Conlin Group in summer 2020, Emma has quickly become one of the team’s Architects of the Invisible – an executor of all the administrative details like compliance and documentation that makes the practice run smoothly.

Emma graduated with a Bachelor in Fine Arts in Theatre specialized in Production & Management, Directing, and Design from the University of Victoria in 2020. Since becoming a member of The Conlin Group team, Emma has quickly gotten to know clients while helping to streamline the daily needs of the team.

Emma is currently studying for the Canadian Securities Course. Drawn to Toronto by her passion for theatre, Emma is currently living there and working from what the team likes to call the “Toronto office.”

Euan Hannigan
Assistant
Tel: 403.695.1620

The newest member of The Conlin Group team, Euan helps solidify the link between the team and clients, assisting in both research and service requests and helping with deep dives into market research.

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 at a high level and enjoys watching basketball and rugby. An exchange to Universidad de Los Andes in Bogota, Colombia as a student helped expand his interest in Spanish culture and he plans to explore more of Latin America.