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Committed, collaborative, and caring, our team is focused on getting to know your needs and leveraging our expertise – and that of our partners – to deliver a superior wealth management strategy tailored to you. That’s been our story for decades, and it will continue to motivate us for decades to come.
Senior Portfolio Manager & Wealth Advisor
Frank has nearly four decades of experience at RBC, and almost three decades at RBC Dominion Securities specifically. The unparalleled experience, expertise, and wisdom he’s acquired over his professional career has enabled him to develop and refine our team’s wealth management approach – one that has proven successful in helping clients achieve clarity, gain confidence, and reach their long-term goals while positioning us as one of the top wealth management teams in the country. Frank is a dedicated family man and enjoys spending time with his wife, Carmela, their two kids, their dog, and especially their grandkids! He likes to invest in family experiences, whether it’s spending quality time at the cottage, playing golf, cross-country skiing, or participating in a range of charitable activities.
What Frank likes most about his work
A true people person, Frank deeply enjoys the meaningful, long-term relationships he’s been fortunate enough to build over the course of his career. Leading with the highest level of integrity and care, his mission is to free up our clients’ time so that they can focus on what matters most to them. That often involves simplifying the complexity of our clients’ wealth while giving them the confidence they need to feel secure in their financial future. Day to day, his goal is to be the “go-to guy” for clients and their families, and he considers it an honour and privilege to have the opportunity to earn their trust and provide peace of mind.
Please contact Frank to...
Have an honest, down-to-earth, and informed conversation concerning all aspects of wealth management, such as complex financial planning, portfolio management, estate and tax strategies, insurance planning, and more. Frank can also introduce you to additional professionals (such as lawyers and accountants) who can support you.
Those letters by Frank’s name stand for...
Portfolio Manager
Chris has over a decade of financial services experience at Wade Wealth Management and is proud to take on a leadership role alongside Frank. From his origins working a junior role in administration and trading, Chris has gone on to become a trusted portfolio manager and our team’s point person for day-to-day oversight of our investment models, leveraging his passion for market research as a CFA charterholder. Additionally, he is our in-house financial planning specialist and works diligently as a lead relationship manager to ensure that our clients and their families are protected and have their financial needs met. Chris and his wife, Kim, have two young kids and a beagle. Outside of work he enjoys spending time with family and friends, playing golf, and staying active.
What Chris likes most about his work
Chris’ role allows him to not only realize his passion for investing and portfolio management, but also to prove that results are more than just numbers – they are the embodiment of achieving financial success and helping clients live the life they want to live. He cares deeply for people and seeks innovative yet proven ways to help them reach their goals, all while never losing sight of the “why” – ensuring their portfolios are always tied back to their overall financial objectives.
Please contact Chris to...
Discuss opportunities and challenges related to your family and your finances, such as your overall portfolio strategy, your financial plan, or whatever else may be on your mind. Even if it’s not finance related, and you simply need a trusted person to lend a caring ear, Chris is always there for you and happy to chat!
Those letters by Chris’s name stand for...
Associate Advisor
Nichole, who has been with RBC Dominion Securities since 2016 and with Wade Wealth Management since 2020, provides a number of critical functions for the team. In addition to leading the administrative team as our Head of Operations, Nichole also serves as the team’s onboarding specialist, guiding new clients through the process of collecting the necessary information to start their relationship with Wade Wealth Management. Furthermore, Nichole is an active participant in most of our meetings, working alongside Frank, Chris, and Jared in running our clients through their financial projections, and sending out detailed post-meeting summary notes to the clients. These roles provide Nichole with the opportunity to build long-term relationships with our clients, which she loves to do!
Outside of work, Nichole loves spending time with her two young daughters and spouse, watching the Winnipeg Jets & Bombers, going to the gym, and enjoying a good glass of wine or cup of coffee!
What Nichole likes most about her work
Nichole loves how dynamic and diverse her role is – especially the part where she gets to help clients with their wealth needs and witness their wealth grow and flourish.
Please contact Nichole to...
Get assistance with anything that might be on your mind! She’ll be able to either assist you directly or connect you with exactly who you need to talk to.
Jared is a graduate of the Asper School of Business and joined Wade Wealth Management in the spring of 2021 once he completed his degree. After spending his first year learning the administrative side of the business, Jared began to expand his role on the investment side. He now assists Frank and Chris regularly in making portfolio/investment model decisions and has become the team’s go-to person when it comes to making sure all investment-related decisions are executed properly. In addition to these vital functions, Jared is also a key participant in a number of review meetings alongside Frank, Chris, and Nichole, providing market commentary to our clients and helping them better understand how we are managing their portfolios.
When he’s not working, Jared enjoys camping in the summer, hockey in the winter, and playing his guitar year-round – or at least trying to!
What Jared likes most about his work
Jared loves the numbers part of the business: monitoring financial markets, reading research, and completing trades for clients. But he is also drawn to the personal aspect of wealth management and thoroughly enjoys helping clients in the review meetings. Above all else, Jared is happiest seeing the positive impact our services have on our clients.
Please contact Jared to...
Get assistance with any investment-related queries, request investment-related documentation, or discuss account holdings and transactions.
Associate
Denise is a graduate of Red River College and has completed several courses through the Canadian Securities Institute, including the Personal Financial Planner course. Before joining RBC Dominion Securities in 1999, Denise worked in a supervisory position at a major brokerage firm and has now gained over 40 years of experience in the financial services industry. An invaluable veteran presence for Wade Wealth Management, Denise’s main areas of expertise include Estate & Trust settlements, account transactions, tax information, and administrative support – but she’s also the one the team turns to when a challenge comes up that no one’s encountered before.
In her spare time, Denise enjoys travelling, catching up with family and friends, and spending time at the cottage.
What Denise likes most about her work
Denise is a professional who takes pride in providing excellent client service and advice. In particular, she enjoys forming long-term relationships with clients by serving their financial needs.
Please contact Denise to...
Get assistance with general administrative requests, or if you have any questions in the areas described above – or anything else entirely!
Administrative Assistant
Aira is a graduate of the University of Winnipeg and joined Wade Wealth Management in early 2024. Before becoming a member of the team, Aira gained administrative experience at True North Sports + Entertainment as an account executive. Outside of work, Aira enjoys growing tropical plants (over 100 and counting!), following and keeping everyone up to date with Winnipeg sports, riding waterslides, and trying new recipes.
What Aira likes most about her work
Aira delights in getting to know clients and tailoring solutions to fit your needs. She finds value in making connections and understanding what draws people in, which is why she plays a key role in planning and hosting client appreciation events. She’s happiest when she’s able to build a relationship with you and provide the highest level of support.
Please contact Aira to...
Get assistance regarding any event or administrative items, to book meetings with the team, or support on any customer service matters in general.
Chaya is a recent graduate of the Bachelor of Commerce program at McGill University and joined Wade Wealth Management in early 2025. Prior to becoming a member of the team, Chaya gained operational experience at Wellington Altus Private Wealth as a Wealth Products Coordinator. Outside of work, Chaya enjoys watching hockey, spending time outside with friends whenever the weather permits, and playing rugby.
What Chaya likes most about her work
Chaya enjoys finding ways to streamline processes and to ensure things run smoothly and efficiently. She takes pride in delivering friendly and reliable support to enhance client satisfaction and to provide meaningful service wherever possible.
Please contact Chaya to…
Provide assistance with scheduling, documentation, or general inquiries – along with any other administrative tasks.
Discover why families choose to work with us, generation by generation.
