Treena Nault CFP®, RRC

Senior Wealth Advisor

My role is to bring clarity when life feels uncertain, ask the questions that others don’t and help clients move forward with confidence – knowing their financial decisions reflect both their values and the legacy they want to leave.

Treena helps successful families, business owners, and individuals navigate life's most important financial decisions with confidence. As the owner of Nault Group Private Wealth Management, a Senior Wealth Advisor, and a CERTIFIED FINANCIAL PLANNER® professional, she brings deep expertise in tax, estate, and multigenerational planning. Treena works closely with clients to simplify complexity, make informed decisions, and create strategies that protect their wealth, support their goals, and strengthen their legacy for future generations.

Outside of work, Treena is a dedicated community advocate with a passion for giving back and inspiring others. Known for her engaging speaking appearances, she enjoys sharing her experiences and insights at a variety of events. When she's not making a difference locally, Treena loves exploring new destinations and immersing herself in their rich culture and history.

Sydney Coates

Wealth Advisor

Sydney oversees the day-to-day operations of the practice and plays an integral role in supporting both the team and client experience. She works closely with each member of the team to coordinate processes, support client service initiatives, and ensure the team is equipped for success. Known for her strong organizational skills, attention to detail, and commitment to efficiency, Sydney takes pride in helping the practice operate smoothly and effectively. 

Outside of work, she enjoys watching movies, reading mystery and thriller novels, and taking on the occasional crafting project.

Austin Nault

Wealth Advisor

Austin supports clients with day-to-day inquiries and account transactions while serving as a resource for investment-related questions and financial planning. He works closely with Treena to prepare and analyze financial plans, coordinate meeting preparation, and help ensure clients receive a seamless experience. Austin has been with the firm for over a year and holds both the Canadian Securities Course (CSC) and Life License Qualification Program (LLQP) designations. 

Outside of work, he enjoys staying active through hockey, slo-pitch, and golf, and loves spending time outdoors and traveling.

Evan Coates

Wealth Advisor

Evan works closely with clients to provide holistic financial planning and investment advice, helping them navigate life's financial opportunities and challenges with confidence. With over a decade of experience in the financial services industry and previous experience as a financial advisor, he is committed to delivering personalized guidance tailored to each client's goals. 

Outside of work, he enjoys staying active, checking out the latest movies, and following the Winnipeg Jets.