Meet our team

As a Financial Solutions Specialist, Katherine provides personalized banking services (bank accounts, lines of credit, mortgages and home equity lines of credit) with a focus on individually tailored solutions adapted specifically to the needs of her clientele.  Her customer service-oriented approach helps clients establish the financial solutions that best assist to prioritize their financial goals, while centering on their future financial objectives. 

Katherine has 15 years of banking experience, mainly with National Bank, in a variety of capacities such as operations, head office and the branch network. 

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

He provides personal and corporate, wealth protection training, support, and solutions.

Bryan provides education and sales support to the IA’s and their teams across the CWA regions. He uses his expertise and experience to provide IA’s with individualized, intelligent solutions for their clients and prospects.

Bryan also collaborates with the National Bank Wealth Protection, Financial Planning, and Estate Planning teams to identify areas of vulnerability in a clients wealth and provides holistic bespoke solutions and strategies to preserve and/or enhance their financial well-being.

If the planning gets more advanced, and perhaps more challenging than the IA feels comfortable handling themselves or within their team, he will suggest involving one of our Insurance Specialists and work together to ensure that it is a cohesive and seamless transition.

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.