MLD Wealth Management is supported by some of Calgary’s best bankers. Our bankers deal with a wide range of clients from executives, entrepreneurs, to seasoned investors.
As Regional Manager, Shauna leads the Banking Centre teams in Western Canada, and is responsible for delivering Private Banking and Wealth Management banking offers to National Bank Financial Wealth Management (NBFWM) clients. With 19 years of experience at National Bank, Shauna is recognized as an expert in the delivery of credit and banking solutions for both private banking and personal banking clients. In leading her team, she focuses on the delivery of exceptional client experience and proper execution that supports the wealth management strategies developed by our NBFWM Investment Advisors for their clients.
Craig provides Private Banking services to affluent clients of National Bank Financial Wealth Management (NBFWM). As a Senior Private Banker, Craig will facilitate day-to-day banking transactions, as well as credit and lending requirements. He works closely with NBFWM Investment Advisors to support their clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of experience in the financial services industry, Craig is recognized for his expertise in delivering exceptional client experience and complex credit solutions.
As a Senior Personal Banker, Sakine provides a full suite of banking and lending solutions tailor-made for clients of National Bank Financial Wealth Management (NBFWM). Working exclusively with Investment Advisors and as a complement to the existing advice provided by NBFWM, Sakine assures continuity in the execution of their clients’ wealth management strategies. With over 10 years of experience at National Bank, both in Private Banking and in Personal Banking, Sakine is recognized for her thoroughness and dedication to clients.
As a Private Banking Account Officer, Sheila supports the Senior Private Banker and assists Private Banking clients with their day-to-day needs. With 30 years of experience in customer service and operations at Canadian Banks, Sheila’s dedication to delivering for clients is an asset to the team. Since joining National Bank in 2012, Sheila has worked with specialized client groups in Commercial Banking and Private Banking.