Meet our Team

Matt Stevens, B. Comm. (Hons.)

Investment Advisor

Matt Stevens is a full-service Investment Advisor, licensed in all provinces across Canada. He works with his clients to ensure their investment portfolio lines up with their individual financial picture. Through discussions surrounding employment and retirement, insurance, family and estate, he helps clients navigate markets and milestones to achieve what’s important to them.

Matt graduated with a B. Comm (Hons) from the Asper School of Business at the University of Manitoba. He then pursued his interest in the automotive sector, before completing his investment studies and leaving BMW to join RBC Dominion Securities. In getting to know Kim McCartney at Richardson Wealth, Matt admired the dedication Kim had to his practice and clients, as well as the entrepreneurial spirit of the firm, leading him to join McCartney Wealth Management.

In 2022, after having worked with Kim and his clients for several years, Matt took over the majority of Kim’s practice. 

Matt and his wife Randi stay busy with their 3 young children, family and friends, and time at the family cottage at West Hawk Lake.

If you’re considering help with your investments, insurance, retirement or estate planning, or discussions surrounding transitioning your wealth to the next generation, Matt would be happy to speak with you.

Cynthia McKillop

Associate

Cynthia has over 25 years of experience in the financial industry. She joined McCartney Wealth Management as an Associate in 2010 and it was an instant fit. Since 2018, Cynthia has worked alongside Matt Stevens, and now supports his practice.

Customer service has always been her top priority throughout her career. She plays a crucial role in servicing client requests, and managing administrative and financial tasks.

Cynthia and her partner Phil enjoy travelling and spending time at the cabin with family including their 2 dogs. She has 2 sons that she loves devoting time to; embracing their passions of playing guitar, riding motocross and welding. 

Daniella Neduzak

Assistant

Daniella Neduzak supports clients with a strong foundation in financial services and a client-first approach shaped by her experience at RBC, where she advanced from Banking Advisor to Financial Advisor. She brings that same dedication to ensuring people feel supported, informed, and confident in their financial decisions.

Inspired by her father’s career in the industry, she developed an early appreciation for strong relationships and meaningful client impact. His mentorship and example shaped her drive to grow, lead, and make a meaningful impact in clients’ lives.

Daniella is a graduate of Red River Polytech’s Business Administration program, graduating with first-class honours while simultaneously completing multiple industry courses, including IFIC, PFSA, and FP1.

Outside the office, she enjoys basketball, golf, pickleball, and spending time at her family’s cabin in Lac du Bonnet. In winter, she stays active through snowboarding, snowmobiling, and ice fishing, and she hopes to continue her volunteer involvement with organizations like Harvest Manitoba.

Our Tax & Estate Planning Team

Big picture strategies

We believe in taking a holistic approach when it comes to helping you preserve and enhance your wealth, ensuring an effective transition to the next generation. Our Tax & Estate Planning professionals, including lawyers, accountants and estate planners, will work directly with you and our team.

Living your life on your terms doesn’t just happen – it takes a strategic approach and thoughtful planning.

Whether it’s for your family or for your business, we’ll take your unique situation into account when creating your customized Wealth Plan:

  • Tax & Financial Planning Strategies
  • Insurance Solutions
  • Estate Planning
  • Retirement Planning
  • Business and Farm Succession
  • Philanthropy
Eleena Swan

Eleena Swan, CFP®, CLU, EPC

Estate & Insurance Advisor

Eleena Swan is an estate and insurance advisor who works closely with investment advisors to deliver comprehensive insurance planning services to their clients.

She has over 20 years of experience in the insurance industry and has developed an extensive knowledge of life and health insurance as well as complex insurance strategies. Eleena employs a dedicated, compassionate, holistic planning-based approach to assist clients with preserving their wealth so they can enjoy what they have worked so hard to build. Her dedication and compassionate approach ensures that plans are custom tailored to each client’s unique set of circumstances and delivered with a high level of care.

Eleena holds her Certified Financial Planner, Chartered Life Underwriter and Elder Planning Counsellor designations and is a life member of the Million Dollar Round Table (MDRT). Her passion for the industry has led her to volunteer her time and help others. She currently volunteers with the Advocis Programs Committee, and is a past vice-president of the Board of Directors at the Houston Chamber of Commerce as well as an MDRT Foundation Canada Board Member, which is the philanthropic arm of MDRT. Eleena also maintains memberships with the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC).

Sylvia Azoulay

Sylvia Azoulay, TEP

Vice President, Tax & Estate Planning

Sylvia works closely with Investment Advisors and their clients to explore and identify issues that address clients’ overall wealth planning needs. She helps clients formulate objectives, understand issues and strategies and facilitates implementation of their goals. Sylvia understands the sensitive issues relating to family dynamics and wealth transfer.

Sylvia is an estate planning lawyer with many years of experience. Prior to joining Richardson Wealth, she was a principal in her own strategic wealth planning firm and also spent many years in the financial industry dealing with wealth planning solutions for high net worth clients.

Sylvia has been an instructor at Humber College School of Business and at the Bar Admission course at the Law Society of Upper Canada. She is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council of Toronto. She is a seasoned presenter on topics of importance to high net worth families.

Craig Thomas

Craig Thomas

Senior Financial Planner

Based in the Edmonton office, Craig collaborates with our Tax & Estate team to assist Investment Advisors in Edmonton, Calgary, and Saskatoon. He provides clients with clear, actionable, and effective financial plans to navigate complex financial situations. Craig is dedicated to helping advisors understand their clients better and providing quality solutions to deepen relationships.

Craig has held progressive roles in banking, portfolio management and financial planning across multiple financial organizations. He leverages his 15 years of experience in financial planning and wealth management to create holistic financial plans, simplifying complex concepts with clear, actionable steps to ensure clients achieve their goals efficiently. Working closely with investment advisors, tax experts, and legal professionals, Craig supports high net-worth clients in reaching their wealth goals.

He holds multiple designations, including the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Chartered Retirement Planning Counselor (CRPC®) as well as being a Fellow of the Canadian Securities Institute (FSCI®).