Our financial advisors | Alison Law Wealth Management | National Bank Financial

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

Alison Law, CFA, CPA, CMA

Wealth Advisor & Portfolio Manager

604-623-6766

604-623-6780

alison.law@nbc.ca

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

bonnie.jin@nbc.ca

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

lucas.wong@nbc.ca

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.

Our partners

Our financial advisors | Alison Law Wealth Management | National Bank Financial - Wealth Management

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

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

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

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

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.