Rebecca has over 20 years’ experience in the financial industry. The product of an entrepreneurial family, Rebecca understands the value of hard work — and wants to help her clients preserve the wealth they’ve earned from theirs. She works closely with clients who are committed to diligent wealth planning, looking at cash flow, updating wills, reviewing insurance, and analyzing business financials to enhance the outcomes.

Having studied at Mount Royal University and the University of Calgary, Rebecca is fluent in French, conversational in Spanish, and studying Japanese. She holds Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. She began her career at TD Canada Trust as a financial advisor, which she followed with roles as a broker’s associate at JF Mackie & Company, a financial planner at BMO, and an investment advisor at BMO Nesbitt Burns. In 2024, Rebecca, alongside her team at Broadley and Associates, joined Richardson Wealth.

Rebecca has mentored finance students at the Southern Alberta Institute of Technology (SAIT) since early 2022 and volunteers with various community organizations, including the Calgary Public Library and the Calgary Patriots Swim Club. In her spare time, she and her family enjoy hiking, kayaking, and spending time in the mountains. She has two cats (adopted from the Meow Foundation) and enjoys trying new recipes and restaurants, badminton, ice skating, snowshoeing, and travel. 

Preston brings 15 years of financial industry experience to his role at Broadley and Associates. He focuses on comprehensive wealth planning and portfolio management, assisting clients with cash flow strategies, intergenerational wealth transfers, estate planning, retirement planning, and tax planning.

Originally intending a career in geology, Preston was drawn to the financial industry after taking an investment and financial planning class and recognizing many people faced the same hurdles his own parents had — a lack of quality advice and reliable guidance. He turned his focus to finance — and an Applied Degree in Financial Services at Mount Royal University — after realizing he could help make a positive impact.

Preston began his career at BMO as a financial planner, then took on a role as an investment advisor at BMO Nesbitt Burns where he joined Broadley and Associates. He holds a designation as a Certified Financial Planner (CFP®).

When he’s not at work, Preston, alongside his wife, his two children and their Bernese mountain dog enjoy camping, bike rides, the outdoors, and football. He has volunteered with the Entrepreneurial Adventure Program. 

With a career spanning over 20 years in the financial services industry, Joanne is a seasoned client experience specialist with a robust understanding of Canada’s regulatory environment.

During Joanne’s tenure at a bank-sponsored brokerage firm, and a Calgary-based boutique global discretionary wealth management firm, she gained extensive experience in client relationship management, including documentation maintenance, facilitating trade requests, front-office operations, and streamlining daily activities for optimal efficiency and consistency.

Joanne's unwavering commitment to excellence in client service and nurturing strong relationships has been the driving force behind her success. Her ability to foster trust and deliver exceptional experiences has earned her a reputation as a valuable asset in the industry.

Beyond her professional pursuits, Joanne finds joy in traveling and spending quality time with her family. She is also actively involved in supporting Calgary's Seniors Secret Service, a non-profit organization dedicated to providing cheer to isolated seniors.