Meet the team.

Cary Williams - Portfolio Manager, Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Financial Advisor, Investment Advisor, Retirement Income Planner, Financial Consultant, Tax Planning

Our Alberta-based advisors understand the significance our Canadian clients entrust to us. Get to know the people behind the portfolios.

  • Director of Research, Portfolio Manager

    With over 20 years of business and advisory experience, Cary expertly combines financial planning and investment management to help clients make informed decisions about their wealth and families. After graduating with a Bachelor of Commerce in Japanese Studies from the University of Alberta, Cary earned his designations as a Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®).

    Outside of work, Cary is committed to building stronger communities and volunteers on the finance committee for Edmonton’s Zebra Child & Youth Advocacy Centre. He also secretly loves chauffeuring his two kids to sports and music activities (but don’t tell them).

Marshall McAlister - Chartered Financial Analyst (CFA), Financial Advisor, Investment Advisor, Retirement Income Planner, Financial Consultant, Tax Planning

  • President, Portfolio Manager

    Marshall brings over 25 years of experience in the financial services industry, starting his career as a bank teller at Alberta Treasury Branches while attending university. His journey has since evolved, leading him to his current role as leader at North Road. With a Bachelor of Commerce, majoring in Finance from the University of Alberta and the designation of Chartered Financial Analyst (CFA®), Marshall has built a deep expertise in wealth management.

    Outside of his professional life, Marshall enjoys travelling, playing padel tennis, and experiencing great music at places like The Winspear and the Edmonton Folk Music Festival. Some of his favourite moments are spent with his three children and his wife’s two children, gathering around the fire at their cottage on Lake Wabamun.

Rhonda Walker - Associate, Financial Services

  • Associate

    Understanding where our clients are on their financial journey and how best to support them through every age and stage of life is an invaluable part of the expertise Rhonda brings to the team. Rhonda manages the day-to-day administration of our practice and takes pride in fostering a client-first culture. After spending many years rushing kids to dance and hockey, Rhonda is rediscovering her own love of dance.

Robert Paterson - Director of Operations

  • Director of Operations

    A graduate of the University of Winnipeg, Robert has been integral in the successful back-office operations of multiple investment firms over his 32 years of experience, working with clients across a variety of operational focus areas within the investment industry, including retail, institutional, pooled fund management, and outsourced investment management (OCIO). Prior to moving to Edmonton, Rob worked for over 10 years supporting the back-office functions of the Edmonton-based team. In his free time, Rob is an avid golfer and committed to his goal of becoming a scratch golfer.

Joshua Morraz - Analyst - Operations & Design

  • Analyst - Operations & Design

    With a Bachelor of Arts in Economics from the University of Alberta and Bachelor of Commerce in Accounting from MacEwan University, Joshua brings a unique cross-section of insights to the team. When he isn’t preparing comprehensive reports and research for our clients, Joshua is digging into financial data to provide evidence-based insights and recommendations. In addition, Joshua is our resident expert on new movies, tech, video games and all things pop culture.

Richard Dartnall - Analyst - Investment Management

  • Analyst - Investment Management

    With previous experience at two of Canada’s largest banks and a Business Administration degree from NAIT, Richard brings a keen eye for detail and a dedicated approach to ensuring clients achieve their financial objectives. In this dynamic world of investing, he is committed to ensuring client portfolios stay aligned with their goals through detailed review and trading, and always striving to enhance his skills through rigorous analysis and research. Beyond his work, Richard is an avid adventurer and fitness enthusiast, which includes rock climbing, hiking, and frequent visits to the gym.

Jia Liu - Director of Investments, Chartered Financial Analyst (CFA), Investment Management

  • Director of Investments

    After graduating with a Master of Science in Computer Science from the University of Regina, Jia earned several professional designations, including Chartered Financial Analyst (CFA®), Chartered Business Valuator (CBV®) and Financial Risk Manager (FRM®). With over a decade of financial industry experience managing strategies and teams across multiple asset classes, Jia brings a valuable combination of investment insight and technological expertise. Prior to joining North Road, Jia worked with the Edmonton team for over a decade at Pavilion Advisory Group. Outside of work, Jia enjoys spending time with his two lovely kids, teaching them math, coding, badminton and table tennis.

  • Digital Risk Advisor

    Having graduated with an AEC in Object-Oriented Programming and Web Technologies from Cégep de Rosemont in Montreal, Mykhailo brings a strong technical foundation to the team. In this dynamic world of cyber threats, he is committed to helping clients stay safe online by providing tailored advice to safeguard their digital assets. When he's not enhancing our clients’ digital defenses, Mykhailo enjoys training in martial arts such as Brazilian jiu-jitsu or rock climbing with his friends.

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At North Road, we’re all about growing talent and creating an engaging work environment. If you’re into helping clients hit their financial goals, love giving great service, and want to make a difference, we want to hear from you!

For more information on joining our firm, check out our careers page.