Meet our team

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 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.

Abhishek joined the team in March of 2023. He graduated from Royal Roads University with a Bachelor’s degree in Business Administration and immediately became interested in exploring the financial industry and growing in it. His journey started in 2022 with the Canadian Securities Course and he is working on completing his licensing requirements.

Abhishek enjoys developing and improving processes while working with numbers. He will be handling administrative tasks, scheduling meetings, answering phone calls, keeping client records up to date along with providing excelling client service.

Outside of work, Abhishek loves going on hikes around the island or adding another book to his library. When time permits, he occasionally takes up his sketchbook to turn a beautiful scenery into portrait.