Rebecca Broadley

Rebecca Broadley, CFP®, CIM®

Senior Wealth Advisor, Senior Investment Advisor

Rebecca has over 20 years’ experience in the financial industry. The product of an entrepreneurial family, Rebecca understands the value of hard work — and wants to help her clients preserve the wealth they’ve earned from theirs. She works closely with clients who are committed to diligent wealth planning, looking at cash flow, updating wills, reviewing insurance, and analyzing business financials to enhance the outcomes.

Having studied at Mount Royal University and the University of Calgary, Rebecca is fluent in French, conversational in Spanish, and studying Japanese. She holds Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. She began her career at TD Canada Trust as a financial advisor, which she followed with roles as a broker’s associate at JF Mackie & Company, a financial planner at BMO, and an investment advisor at BMO Nesbitt Burns. In 2024, Rebecca, alongside her team at Broadley and Associates, joined Richardson Wealth.

Rebecca has mentored finance students at the Southern Alberta Institute of Technology (SAIT) since early 2022 and volunteers with various community organizations, including the Calgary Public Library and the Calgary Patriots Swim Club. In her spare time, she and her family enjoy hiking, kayaking, and spending time in the mountains. She has two cats (adopted from the Meow Foundation) and enjoys trying new recipes and restaurants, badminton, ice skating, snowshoeing, and travel. 

Preston Howell

Preston Howell, CFP®, CIM®

Senior Wealth Advisor, Senior Investment Advisor

Preston brings 15 years of financial industry experience to his role at Broadley and Associates. He focuses on comprehensive wealth planning and portfolio management, assisting clients with cash flow strategies, intergenerational wealth transfers, estate planning, retirement planning, and tax planning.

Originally intending a career in geology, Preston was drawn to the financial industry after taking an investment and financial planning class and recognizing many people faced the same hurdles his own parents had — a lack of quality advice and reliable guidance. He turned his focus to finance — and an Applied Degree in Financial Services at Mount Royal University — after realizing he could help make a positive impact.

Preston began his career at BMO as a financial planner, then took on a role as an investment advisor at BMO Nesbitt Burns where he joined Broadley and Associates. He holds a designation as a Certified Financial Planner (CFP®).

When he’s not at work, Preston, alongside his wife, his two children and their Bernese mountain dog enjoy camping, bike rides, the outdoors, and football. He has volunteered with the Entrepreneurial Adventure Program. 

Joanne Bosgra

Joanne Bosgra

Associate

With a career spanning over 20 years in the financial services industry, Joanne is a seasoned client experience specialist with a robust understanding of Canada’s regulatory environment.

During Joanne’s tenure at a bank-sponsored brokerage firm, and a Calgary-based boutique global discretionary wealth management firm, she gained extensive experience in client relationship management, including documentation maintenance, facilitating trade requests, front-office operations, and streamlining daily activities for optimal efficiency and consistency.

Joanne's unwavering commitment to excellence in client service and nurturing strong relationships has been the driving force behind her success. Her ability to foster trust and deliver exceptional experiences has earned her a reputation as a valuable asset in the industry.

Beyond her professional pursuits, Joanne finds joy in traveling and spending quality time with her family. She is also actively involved in supporting Calgary's Seniors Secret Service, a non-profit organization dedicated to providing cheer to isolated seniors.

Nilam Simediya

Assistant

Nilam brings over seven years of experience in the financial services industry, with a background in client servicing, investment operations, and advisor support. She holds a Diploma in Business Management and Financial Services, providings a strong foundation in financial planning, business strategy, and customer service.

She is currently enrolled in the Canadian Securities Course as she works toward becoming fully licensed. Nilam is fluent in English, Hindi, and Gujarati, and enjoys connecting with clients from diverse backgrounds.

Outside of work, she loves traveling, spending time with her family, and exploring her creative side through arts and crafts. She also has a passion for indoor plants and enjoys experimenting in the kitchen with vegetarian dishes.

Extended team

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).

An Nguyen

An Nguyen, CFA®

VP, Investment Services

An graduated from the University of Toronto with a Bachelor of Commerce, and is a CFA charter holder.  An has been in the investment industry for over twenty years and has worked for Canadian and Global financial institutions along the way.  As Vice-President, Investments Services and Proposals, An is responsible for the firm’s product research platform for public funds and manages the investment proposals and RFP process.

An started her career on the investment custody side where she specialized in portfolio transition management dealing with Canada’s largest pension plans and investment managers.  Prior to joining Richardson Wealth, An was Vice President, Products & Services at Macquarie Private Wealth, and was responsible for the firm’s fee-based programs including the advisor managed discretionary, third party managed discretionary, and non-discretionary platforms. Prior to joining Macquarie, An was an analyst for the consulting group at CIBC Asset Management where she was part of the manager research team that was responsible for the sub-advisory relationships for over $110 billion in assets under management.  On the manager research team, she covered Canadian equity, fixed income and Global fixed income investment managers.

With a 360-degree backdrop of the investment management business, including custody, transition management, and portfolio management, An brings best practice ideas and solutions to the investment team.  As a result of her dealings with both the end client and the investment manager, An has a balanced, and disciplined perspective to investment management with a focus on portfolio implementation, on-going monitoring, and risk-management.