Our team of finance and customer service professionals is here to help you manage 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.
As a Senior Personal Banker, Sakine provides a full suite of banking and lending solutions tailor-made for clients of National Bank Financial Wealth Management (NBFWM). Working exclusively with Wealth Advisors and as a complement to the existing advice provided by NBFWM, Sakine assures continuity in the execution of their clients’ wealth management strategies. With 15 years of experience at National Bank, both in Private Banking and in Personal Banking, Sakine is recognized for her thoroughness and dedication to clients.
Steve has 31 years of industry experience. His area of expertise is in Estate Planning and Personal Lines of Insurance coverage. He works primarily with Executives, Professionals, Business and Farm owners, providing succession, conservation and protection strategies.
Steve started his career at Great West Life in 1988, became a partner in a brokerage firm in 1992, and went on to establish his own company in 1995 specializing in the above. He has been working with National Firms for the past 22 years and is honored to extend his services to the Berezan Sherven Group.
In addition to the above, Steve has served on a number of industry, non-profit and community boards over the years. He speaks on a regular basis to various groups and organizations regarding the industry and opportunities for planning. He takes a holistic approach involving all of the clients' professional advisors to ensure comprehensive solutions.
*Insurance products and solutions are provided by National Bank Insurance Firm (NBIF). NBIF is not a Member of the CIPF.
The Taxation, Retirement and Estate Planning Team from National Bank Trust
We work closely with this team of multidisciplinary experts who provide knowledge and advice that complement our service offering . These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.