Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

First and foremost, your service expects provide timely, effective support for your general wealth management needs. They are the cheerful voices who answer your call and the familiar smiles excited to greet you when you walk into our office. Behind the scenes, they are responsible for the wide range of administrative tasks that ensure our operations run smoothly: preparing documentation, booking important review meetings, coordinating the support of our wealth planning specialists and your trusted advisors, helping you navigate our online platform, supporting your tax advisor during tax season with electronic tax slips, setting up or adjusting your registered account (e.g. TFSAs) deposits – and much more.

Our team of experts

Senior Vice President, Portfolio Manager

Since 1998, Ben has been helping people navigate the world of investing and guiding them through opportunities and pitfalls with one goal in mind, to help them make money.  Whether you are a “hands on” investor with a custom portfolio created by Ben, or a more passive investor with a managed portfolio, you will receive the same high level of customized service.

 “My clients can always count on me to be a sounding board for their investment ideas and financial needs.  Whether you are in need of investment advice, estate planning, or tax planning as a client you will receive top notch advice for your individual situation.”

Ben believes that there is a silver lining in any investment.  This belief coupled with seasoned investment knowledge, and peppered with a few corny jokes, will make you feel comfortable having Ben as your guide through the world of investing.

 Just in case you haven’t heard enough about Ben…

Born and raised in Kelowna BC. Ben set out and earned a Bachelor of Commerce degree from The University of Victoria.  After his time in Victoria, Ben continued on with his studies at Chulalongkorn University in Bangkok Thailand where he studied International Finance. Once Ben completed his formal education he moved back to Kelowna and settled down at National Bank Financial and has been an Investment Advisor there ever since.  Ben is believer in life-long learning and has demonstrated his commitment to this by obtaining numerous designations over his career.  He currently is a Fellow of the Canadian Securities Institute (FCSI) as well as a Chartered Investment Manager (CIM).

When he is not at work, you can find Ben in the mountains surrounding the Okanagan either on his bike or a pair of skis.  He has two wonderful girls and a fabulous wife.

Portfolio Manager, Investment Advisor

Paul began his career with joined National Bank Financial in 2011 and brings 10+ years of investment experience to the team.  Clients benefit from his comprehensive expertise in wealth management and his detailed approach to the financial planning process. Paul is passionate about helping clients achieve their goals.  He works along side his clients to develop tailored plans to meet their individual needs and objectives. Paul carries his Canadian Investment Management designation and with our Discretionary management platform enables him to actively manage investment portfolios.  Paul resides in Kelowna with his wife Nikki, their two kids and two crazy labs. They spend the majority of their spare time in our beautiful mountains fly fishing and skiing.

Carol Kofer

Senior Investment Associate

Carol began her investment career in 1993 and has been a licenced Investment Associate for over 25 years. She has worked with many different teams throughout the years and provided support and guidance to her many colleagues.  She was one of the founding members bringing NBF to the Okanagan and Kelowna location. As a licenced Senior Investment Associate. Carol encourages all clients to contact her at any time for any administrative concerns. She executes all levels of service and ensures clients have a clear understanding of their investments.

Carol and her family live in Kelowna and take full advantage of the great outdoors, enjoying gardening, fishing, and equestrian activities.

Lise Maurier, CIM

Senior Investment Associate

Lise started in the Investment industry in 1992 and brings 30 years of experience to the team.   In addition to being fully securities licensed Lise has completed the Professional Financial Planning Course and carries her Canadian Investment Management Designation.  She is dedicated to her continuing education and developing skill set in our ever changing investment industry. As a licenced Senior Investment Associate, her role on the team is to support and maintain the deep respect and commitment of care to our client relationships. She will be assisting with both the administration of our business and with trading execution.  Our in house tax and estate specialist, Lise prepares capital gains loss reports, estate evaluations and liaises with clients tax advisors to provide them with pertinent information on a timely basis.

Lise lives in Kelowna and enjoys everything outdoors.  You will find her out discovering new hiking and biking trails and enjoying our beautiful valley.   Between playing slo-pitch and to learning to golf there are rare moments of quiet.

Contact us

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

 

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