Meet our team

Professionals who listen to your needs

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor & Portfolio Manager

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604-623-6766

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604-623-6780

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alison.law@nbc.ca

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English, Cantonese and Mandarin

With more than decade of experience in institutional wealth management, Alison Law founded the firm on a singular premise: that sophisticated financial strategy must be anchored by unwavering discipline and absolute transparency. Her career has been dedicated to bridging the gap between rigorous market analysis and the continuity require for multi-generational wealth preservation. Before establishing Alison Law Wealth Management, Alison spent more than two decades in Hong Kong managing institutional portfolios across global markets at firms such as Fidelity Investments and Allianz Global Investors. As a Managing Director and Head of Regional teams, Alison led Investment professionals in delivering forward-looking insight and identifying opportunities ahead of market trends. Today, she leads our firm with a commitment to providing the same clarity and long-term perspective that has defined her lifelong standard of professional excellence.

Bonnie Jin, CFP®

Manager, Wealth Management Offering 

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bonnie.jin@nbc.ca

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English

Bonnie is a Certified Financial Planner since 2009 with 20+ years in financial services. She is a graduate in Finance and Accounting at Simon Fraser University. She is vest known for her client-focused, professional, and personable service.

Lucas Wong

Wealth Associate

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lucas.wong@nbc.ca

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English

Lucas is a University of Sheffield graduate in Chemical Engineering. He is best known for his precise documentation, organized client records, and managing inquiries.

Jenny Chan

Associate

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jenny.chan@nbc.ca

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English, Cantonese and Mandarin

Jenny is an Associate with experience in global financial services, having supported institutional clients across Canada, the United States, and other international markets. A graduate of the University of Hong Kong, she has passed all three levels of the CFA program and is working toward obtaining her charter. Jenny is dedicated to helping clients make thoughtful, well-informed decision aligned with their long-term financial goals.

Penelope Yang, MBA

Business Development & Communications Associate

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penelope.yang@nbc.ca

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English, Cantonese and Mandarin

Penelope has over 10 years of experience in the financial industry, with a background in both investment banking and retail banking. She specializes in client engagement and account management and is dedicated to supporting clients by connecting them with appropriate members of the team for their wealth planning and investment needs. She has successfully completed the Canadian Securities Course (CSC®). Penelope is committed to delivering a high standard of service and fostering a positive experience at every stage of the client’s financial journey.

Our partners

Our financial advisors | Alison Law Wealth Management | National Bank Financial - Wealth Management
Photo of David Luo, Premium Banker

David Luo

Premium Banker

National Bank of Canada
 

David has been working in the financial industry for more than 5 years. He is passionate about helping NBF clients make  sound  financial  decisions for their future by onboarding them with NBF Privilege Banking Package.  David is looking  forward to supporting clients by continuing to be providing advice on banking  solutions, mortgage solutions and other banking services. He is keen to service clients with his knowledge, experience and heart.

David’s expertise is:

  • Research, analyze, understand client’s financial situation and provide lending services
  • Implement customized mortgage plans based on NBC mortgage products and client’s need
  • Evaluate different loan products for clients such as Personal Flexi Line, standard mortgage, and Home secured line of credit
  • Offer exceptional service to NBF premium clients by onboarding them with NBF privilege banking package
  • Develop CMHC/Sagen insured mortgage plan for 1st home buyers
  • Review mortgage applications to assess risk and details to get the best terms and interest rates for clients.
  • Ensure compliance with industry standards and rules, as well as provincial/federal legislation
Our financial advisors | Alison Law Wealth Management | National Bank Financial - Wealth Management
Photo of Derek Cheung, Premium Banker

Derek Cheung

Premium Banker

National Bank of Canada
 

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of banking experience, from working in Downtown Vancouver to Toronto’s Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies to help them achieve their ambitions. Having always approached his role from a relationship-focused standpoint he strives to deliver top-tier service with his expert-knowledge, professionalism, and dedication to clients.

When not at the office, Derek enjoys travelling around the world to admire the diverse cultural sites, natural wonders, and eat the local food. Having visited over 42 countries, he hopes to visit them all one day. Closer to home, he lives in the Lower Mainland with his dog and enjoys going for runs, hikes, and soaking in all the beauty that B.C. provides. A strong believer of giving-back he actively supports and donates to B.C. Children’s Hospital, Canadian Cancer Society, and Plan International Canada.

Our financial advisors | Alison Law Wealth Management | National Bank Financial - Wealth Management
Photo of Manijeh Moieni, Senior Estate Planning Advisor

Manijeh Moieni

Senior Estate Planning Advisor2

National Bank of Canada
 

Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.

Our financial advisors | Alison Law Wealth Management | National Bank Financial - Wealth Management
Photo of Carla Norris, Senior Advisor, Financial Planning

Carla Norris

Senior Advisor, Financial Planning1

National Bank Financial - Wealth Mangement
 

Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning.  Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial decisions, and then making those decisions easy for clients to understand. Carla is a Certified Financial Planner (CFP).  She is a member of the Canadian Institute of Financial Planners and the Estate Planning Council of Vancouver.  She received the prestigious Fellow of FPSC distinction in 2013.

Our financial advisors | Alison Law Wealth Management | National Bank Financial - Wealth Management
Photo of Bryan Ference, Insurance Advisor, collaborator

Bryan Ference, CLU, CHS, EPC

Insurance Advisor

National Bank Financial
 

Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.

Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide  individualized, intelligent solutions for their clients and prospects.

Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.

Our financial advisors | Alison Law Wealth Management | National Bank Financial - Wealth Management
Photo of Aidan McKay, Senior Planning Advisor, Tax, partner.

Aidan McKay, CPA, CA, MAcc, BMath

Senior Planning Advisor, Tax

National Bank of Canada
 

Aidan supports wealth advisors in providing holistic advisory services by providing them with on-demand tax information to support their clients. She has extensive experience in tax and is passionate about helping her clients make sense of both their tax compliance obligations and tax planning opportunities. Aidan holds a B. Math (Honours) from the University of Waterloo, a Master of Accounting (Honours) from the University of Waterloo, and is a Chartered Professional Accountant.

Contact us

Get contact information for our team members and find out where our offices are.

 

See our contact details
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604-623-6766

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alison.law@nbc.ca