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Dedicated to the highest level of client care, we aim to help you through any and all periods of change– supporting your growth for today and your legacy for tomorrow.
Senior Investment & Wealth Advisor
Recognized as one of the leading financial advisors in Regina and Southern Saskatchewan, Barbara has been providing her clients with peace of mind through comprehensive wealth management solutions for over 30 years. As senior portfolio manager and wealth advisor at March-Burwell Family Wealth, she leads our practice with integrity and care, helping our clients define their goals and bring their dreams to life. Through a focus on financial planning and a multigenerational approach to wealth management, Barbara helps our clients navigate the complexities of their wealth with confidence and ease.
Barbara began her career as a regional area supervisor for a large retail fashion chain, before pivoting to financial advising when a skills assessment revealed it as an ideal fit for her analytical, service-oriented personality. After spending over a decade gaining experience and know-how at another wealth management firm, she made the decision to join RBC Dominion Securities in 2002 and has proudly been part of the organization since.
Outside of work, Barbara and her husband enjoy travel, pickleball, skiing, and spending time with family, including their two grandchildren.
Associate Wealth & Investment Advisor
Born and raised in the local community of Watrous, Sask., Chase enjoyed a small-town upbringing, which shaped his approach to work and reinforced his belief in the value of personalized, client-focused service. As associate wealth & investment advisor at March-Burwell Family Wealth, Chase leverages his experience and designations to expertly design and implement financial plans for our clients that meet their unique circumstances and goals. Prior to joining our team, he worked as a banking advisor for the RBC branch in Watrous, where he honed his expertise in investing, retirement planning, and estate planning.
Chase holds a Bachelor of Business Administration in Finance and a certificate in Economics from the University of Regina. Committed to continual education, Chase has additionally received his Chartered Investment Manager (CIM) and Chartered Financial Analyst (CFA) designations, and has completed several other courses through the Canadian Securities Institute.
In his free time, Chase loves travelling, playing sports, and spending time with his Chinese Shar-Pei, Winston.
