Barb March-Burwell, CFP

Investment & Wealth Advisor

306-777-0543 | Email me
306-539-8091
306-757-2606
1-800-667-8555


As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life, and require professional assistance with the management of your wealth, we can help.
 
Recognized as one of the leading Investment Advisors in Regina and Southern Saskatchewan, Barbara March-Burwell provides a comprehensive range of wealth management services designed to your unique specifications. In providing you with the service you need, Barbara is supported by Chase Westby. Combined, Barbara’s team offers over 40 years of experience in the financial services industry.
 
Backed by the century-old tradition of RBC Dominion Securities – Canada’s leading full-service wealth management firm – you can be confident that you will get the professional advice and services you need. Whether you’re looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.

Chase Westby, BBA (Fin)

Associate

306-777-0504 | Email me
306-757-2606

Chase has 3 years of experience in the Financial Services Industry and has been a part of our team since Oct 2019. Before joining our team Chase was a Banking Advisor at the RBC branch in Watrous, SK where he provided clients with advice on investing, retirement planning and estate planning as well as helping clients achieve their dreams through loans and mortgages and other financial products.

Chase attended the University of Regina where he obtained a Bachelor of Business Administration (Finance Major) as well as a Certificate in Economics. Chase has also completed his Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Investment Management Technique Course (IMT) as well as having completed both the Level 1 & Level 2 CFA Exam.

Chase was born and raised in small town Watrous, Saskatchewan. In his free time Chase loves traveling, playing/watching sports and spending time with his Chinese Shar-Pei Winston.

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