Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

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.

Our team of experts

Wealth Advisor & Portfolio Manager

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Lawrence joined National Bank Financial Wealth Management in 2019 with over 10 years experience in the financial services industry. Prior to becoming an Wealth Advisor, Lawrence worked in International Banking, performing portfolio analysis on lending and deposit products.

Lawrence brings with him a deeply entrepreneurial and international perspective to Wealth Management.  In addition to various industry specific accreditations, Lawrence holds a M.Sc. from the University of Amsterdam.
 
Lawrence and his wife have two young daughters.  As a family they enjoy various athletic pursuits including tennis and down hill skiing. 

Lawrence is fluent in English and Dutch.

Tiffany Ho

Wealth Associate 

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Tiffany has over 5 years of experience in the financial industry. Before joining the team at National Bank Financial, Tiffany worked as Portfolio Assistant at Ridgewood Capital Asset Management, where she focused on Transactions and Onboarding for clients, supporting Portfolio Managers on business development. 

Tiffany’s current role at NBF is as an Wealth Associate. She collaborates with Advisors to deliver exceptional service and advance firm-wide initiatives to better serve client needs.

Tiffany has successfully passed CFA level 1 and the QAFP examination. Tiffany is also actively working toward the CFP designation. 

When Tiffany is not in the office, she enjoys spending time travelling, exploring new cuisines and staying active. 

 

Ashim Khanna

Senior Advisor, Financial Planning

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Ashim has extensive knowledge of financial and wealth planning. He has worked in the financial services industry for over 10 years providing affluent clients with comprehensive wealth planning solutions. Ashim is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) Level II candidate, and a member of FP Canada & CFA Institute. He has a Bachelor of Commerce and MBA.

 

Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. He provides wealth management solutions and financial strategies in the areas of retirement planning, taxation, cash management, education planning, insurance planning, estate and intergenerational wealth transfer planning. Ashim is passionate about financial planning and devoted to providing high-quality advice helping our clients achieve their financial goals.

 

Ashim started his banking career in Toronto with the National Bank of Canada in 2014, where he was a Personal Banker and later promoted to Financial Planner. In 2018, he moved to BMO Private Wealth Management where he further enhanced his knowledge and experience in Financial Planning. Ashim is very excited to come back to the National Bank joining the National Bank Financial team as a Senior Advisor, Financial Planning & Advisory Services.

Outside of working hours, Ashim likes travelling and exploring new destinations, keeping active with running and scuba diving, and spending time with his family and friends. 

Katherine Richards

Financial Solutions Specialist

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 Ference

Business Development Manager, Insurance

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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.

Contact us

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

 

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