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 is a CERTIFIED FINANCIAL PLANNER professional and the owner of Nault Group Private Wealth Management. Treena helps successful families, business owners and individuals navigate life’s most important financial decisions with confidence.  Wealth is about family, opportunity, legacy and the people we care about most.  As a CFP professional with deep experience in tax, estate and multigenerational planning, Treena helps clients simplify complexity, make informed decisions, and create plans that protect their wealth and relationships. 

As the operations manager and Associate Consultant, Sydney is involved in nearly every facet of the business, helping to ensure operations run seamlessly behind the scenes. Sydney oversees daily operations, supports client service initiatives, and helps ensure the team is equipped for success. With a strong focus on efficiency, communication, and attention to detail, Sydney takes pride in creating a seamless experience for both the team and clients. Outside of work, she is a homebody and likes to watch movies, read mystery/thriller books, and partake in the occasional crafting project.

Austin is an Associate Consultant who supports clients through client transactions and day-to-day inquiries, while serving as a resource for investment-related questions, preparing and analyzing financial plans, and supporting Treena in her meeting preparation and tasks. He 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, Austin enjoys staying active through hockey, slo-pitch, and golf, and loves spending time outdoors and traveling.

Evan is an Associate Consultant who provides holistic client focused financial planning, investment advice, and seeks to become a problem solver for clients navigating their financial journey at any stage of life. Evan has previous experience servicing clients as a financial advisor, with over a decade of experience in the financial services industry. Outside of work he enjoys staying active, checking out the latest movies and following the Winnipeg Jets.