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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Kimberly is the principal Portfolio Manager and Wealth Management Professional for the team. She enjoys providing a personalized and holistic approach to servicing the financial needs of our clients. She has experience in areas of Investment Portfolio Management, Retirement and Estate Planning, Cash Flow Management and Risk Management. Kim has been in the financial services business since 1999.

Kim grew up in Vernon BC and moved to Victoria to study business at the University of Victoria. She earned her Bachelor of Commerce Degree in 1999 and she is a Certified Financial Planner.

In 2015 she earned the Chartered Investment Manager Designation (CIM) and has been appointed as Portfolio Manager at National Bank Financial. She specializes in income strategies for retirement, and she works with individuals, families and business owners. In her free time Kim enjoys travel, skiing, golf and yoga.

Sylvia Yzenbrandt

Wealth Associate
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Sylvia joined the financial industry in 2018 working with her father and mentor Dirk Yzenbrandt.

She completed the National Bank Financial Rookie program in May of 2021 and is a registered representative working to earn the Chartered Investment Manager designation. Sylvia provides invaluable support to the team through trading, administration of client accounts, and ensuring all clients needs are handled efficiently with the highest level of service. She understands that each client and their family is unique and always makes an effort to exceed expectations by personalizing services.

Sylvia thrives in the dynamic nature of the investment business and loves being in a career where she is continually learning. She has a diverse background in project management and leading continuous improvement initiatives with her previous roles at Viking Air and Husky Energy.

Outside of the office, Sylvia is a busy mom with 2 small children. If there’s a chance for a spare moment, you’ll find her enjoying beaches and parks with her family, trying out new recipes in the kitchen, or planning her next travelling adventure.

Sima Sepahi

Associate
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Sima has been employed with National Bank Wealth Management since 2012 and has over 19 years of experience within the financial services industry. She brings a wealth of knowledge to our team and is responsible for day-to-day administrative functions and client service needs. Sima moved to Canada with her family in 1996 from Isfahan, Iran and studied Graphic Design at Capilano Collage.  In her spare time she enjoys spending time with family, volunteer work, cooking, the outdoors, CrossFit and crafts. 

Nicholas Friesen

Associate
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Nicholas is a newcomer to the industry and is eager to help make a difference. He prides himself in his driven attitude and understands what is necessary for building and maintaining strong client relationships. As he works toward his licensing requirements, he will be responsible for handling client scheduling, providing business development support and coordinating financial planning services with our Wealth Management team of experts.

Nicholas graduated from the University of Victoria with a Bachelor’s Degree in Economics. He has recently completed the Canadian Securities Course and looks forward to continuing his education. Outside of the office, Nicholas likes to spend his time golfing or watching the Canucks and Seahawks play. He grew up in the Okanagan so he relishes any opportunity to find himself on a lake enjoying the sun.

Our Partners

Our financial advisors | Brown Wealth Management Team | National Bank Financial - Wealth Management
Photo of Carla Norris, Senior Consultant, Trust & Advisory Service

Carla Norris

Senior Consultant, Trust & Advisory Service¹

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 | Brown Wealth Management Team | National Bank Financial - Wealth Management
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Derek Cheung

Senior Personal 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 a decade 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 in order 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 | Brown Wealth Management Team | National Bank Financial - Wealth Management
Photo of Manijeh Moieni, Senior Estate Planning Advisor

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.

Credentials

The Financial Planning Standards Council's Certified Financial Planner™ (CFP™) certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada.  In life, it’s important to find a financial planner you trust to provide sound,unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a Certified Financial Planner™ one must pass the comprehensive CFP® Certification Exam,have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 25 hours of continuing education accepted by the CFP Board every year.

The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements. A CIM identifies clients' objectives and constraints; develops appropriate investment policies and strategies, taking into consideration market and economic conditions; and evaluates investment products that represent both traditional and alternative asset classes; and implements policies and strategies through portfolio construction.

 

Notes-legales-en

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up 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.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.