Our team

We take a collaborative, family‑run approach to wealth planning—working closely with Richardson Wealth’s tax and estate planning professionals to support every aspect of our clients’ financial lives.

Drozduk Filion Wealth Management team
Marshall Drozduk

Marshall Drozduk, CFP®, CIM®, FCSI®

Senior Wealth Advisor, Portfolio Manager

I entered the financial planning industry in 2008 with a clear intention: to build a career where I could make a meaningful, lifelong impact on the people around me. My wife Kelsey and I have built a practice on the foundation of intentionality, care and trust. For us, this is a family business in every sense of the word—our team is like family, and we bring that same level of dedicated support to every client we serve.

Our mission is to help you be as intentional with your wealth as you are with your life. By taking a holistic approach, we ensure that every aspect of your financial journey is supported, allowing you to reach your goals and secure a legacy for your family for generations to come. Whether we are refining a strategic plan or building a comprehensive estate strategy, our focus is always on the long-term well-being of the people we represent.

Originally born and raised in Fernie, BC, I carry those grounded, community-first values into everything I do. When I’m not in the office, you’ll likely find me on the golf course in the summer or at the rink playing hockey in the winter. Most importantly, I love spending time with Kelsey and our two daughters, Summer and Brooklyn.

Kelsey Filion Drozduk

Kelsey Filion Drozduk, BBA

Associate

Kelsey Filion Drozduk brings an intuitive, relationship‑driven approach to her role at Drozduk Filion Wealth Management. A natural people person, Kelsey is deeply committed to building meaningful connections with clients and ensuring every plan reflects not just financial goals, but the life behind them.

Her interest in investing began early—at just 15, she convinced her dad to open her first trading account. That early curiosity grew into a career grounded in both people and numbers. Kelsey earned a Bachelor’s Degree in Entrepreneurial Leadership from Kwantlen Polytechnic University in British Columbia, initially exploring accounting before recognizing that financial services offered the perfect intersection of strategy, relationships, and long‑term impact.

Kelsey spent eight years at IG Wealth Management as a Division Director and Financial Consultant, the final three working closely alongside her husband, Marshall, while running her own practice. In 2019, drawn to Richardson Wealth’s unbiased and client‑focused approach, they made their partnership official and launched Drozduk Filion Wealth Management—building a truly family‑run practice rooted in care, trust, and intentionality.

Today, Kelsey plays a central role in shaping the client experience, bringing thoughtful planning, attention to detail, and genuine care to every relationship. Her focus is always on helping clients feel confident, supported, and well‑guided through every stage of life.

Outside the office, Kelsey enjoys soccer, travelling, and spending time with her family—including Marshall, their two daughters, Summer and Brooklyn, and their dog.

Rory Hyland

Rory Hyland, CIM®, CFP®, FCSI®

Associate Investment Advisor

Rory Hyland is a key asset to the Drozduk Filion Wealth Management team, known for his analytical approach to financial planning and portfolio strategy. With ten years of experience working alongside the team, Rory plays an important role in helping clients navigate complex decisions with clarity and confidence.

Rory earned a Bachelor of Business and Entrepreneurship from Mount Royal University, where his studies sparked a strong interest in the intersection of people and money. Before joining Drozduk Filion Wealth Management at Richardson Wealth in 2019, he worked at IG Wealth Management as an advisor and associate to Marshall Drozduk and Kelsey Filion Drozduk, building a solid foundation in collaborative planning and client‑focused advice.

A strong proponent of lifelong learning, Rory is continually expanding his knowledge—often balancing multiple courses at once—to stay current and bring added insight to the team and the clients they serve.

Outside the office, Rory enjoys playing and watching hockey, basketball, and football. He also loves traveling, studying, and spending time with his wife, Lisa, and their pup, Rocky.

Toni Walker

Toni Walker

Assistant

Toni is a results-driven professional with a background in field sales and logistics coordination. Previous roles included managing a large Western Canada territory and coordinating transportation operations. Toni built strong client relationships through clear communication, consistent follow-through, and responsive service. She also brings hands-on experience supporting fast-paced day-to-day operations and keeping teams aligned with customer commitments.

She is known for being dependable and organized, with a calm, solutions-oriented approach to high-volume work and time-sensitive priorities.

When she’s not working, she likes hiking, biking, and doing CrossFit. She also cherishes time with her family, which includes her husband Cody, twin sons Bo and Luke—and their dog, Frank.

 

Maria Bermont

Maria Bermont

Associate Investment Advisor

Maria is a dedicated wealth management professional with five years of experience supporting advisors across all stages of the client relationship and investment process. She brings a strong focus on financial planning and investment execution, helping ensure that client strategies are implemented with care, precision, and attention to detail.

She is known for her warm, people first approach and a genuine curiosity about the individuals and families she works with. Maria believes that understanding clients on a deeper level is fundamental to delivering thoughtful, personalized financial guidance. She is proud to bring her bilingual background, along with conversational French and German, and a collaborative mindset to Drozduk Fillion Wealth Management and Richardson Wealth.

Originally from Colombia, Maria moved to Winnipeg seven years ago before continuing her career in Calgary. She holds a bachelor’s degree in business, a diploma in management, and is currently completing her Certified Financial Planner (CFP) designation.

Outside of work, Maria stays active through bodycombat classes and hiking and has a strong interest in different cultures and traveling. She values meaningful connections and enjoys spending time with her husband, Sebastian, and their dachshund dog, Pepperoni.

Alyx Schwendemann

Alyx Schwendemann

Assistant

Alyx brings a warm, professional presence with a passion for supporting both clients and her team. With experience as an Executive Assistant to a financial advisor, as well as a background in life insurance, she understands the importance of exceptional client service, attention to detail & organization in helping ensure things run smoothly day to day.

Known for her strong relationship-building skills, Alyx takes pride in helping clients feel supported and valued, while also ensuring her team has what they need to operate efficiently and confidently.

Outside of work, Alyx enjoys hot yoga, hanging out with her friends and spending time outdoors, especially hiking and camping. She is a proud mom to three young children: Everly, who is passionate about horseback riding; Vaeda, who enjoys gymnastics; and Bear, her busy two-year-old son who keeps everyone on their toes.

Craig Basinger

Craig D. Basinger, CFA

Chief Market Strategist, Purpose Investments

Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long term student of the markets, Craig’s thoughts and insights can be seen in Market Ethos publications and is a regular contributor on BNN. 

Craig and his team bring a transparent and cost efficient approach to investment management. The team provides asset allocation OCIO services and directly manages over $1 billion in assets. The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.


Derek Benedet

Derek Benedet, CMT, CFP

Portfolio Manager, Purpose Investments

As a Portfolio Manager at Purpose Investments Derek plays a major role in the ongoing management and execution of the group’s investment mandates. He has worked for the past seventeen years in the investment industry with experience at Richardson Wealth, CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree with a finance concentration. Derek is a Chartered Market Technician (CMT), a designation obtained through expertise in technical analyses and is granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) as well as a Chartered Investment Manager (CIM).

Derek brings a specialty in trading, technical analyses and behavioral finance. His unique investment approach combines a blend of technical analysis, quantitative finance and fundamental analysis. Paying careful attention to market technicals, Derek brings a unique aspect to new idea generation and risk management in portfolio management. Derek believes that managing risk and being opportunistic given market conditions are key tenants of our achieving long-term returns.