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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Dirk has over 30 years of extensive experience in the investment industry, training in New York and Toronto with Prudential Bache. He is a third generation Wealth Advisor: his grandfather was a director of the Amsterdam Stock Exchange and both parents were Financial Advisors. Dirk's professional focus is on providing Wealth Management to affluent individuals, families and institutions, as well as Estate and Retirement Planning. He uses a rigorous buy and sell discipline based on prudent reasoning and tailors individualized portfolios with an eye on tax minimization.

Dirk enjoys getting to know his clients well and meets with them in person regularly either in the office or at the client’s home in order to truly understand their goals and lifestyle. He prioritizes simplifying the investment process for clients to best assess their risk tolerance and manage their asset allocation accordingly.

Out of the office, you will find Dirk spending time with his family and grandchildren. He is also an amateur photographer and astronomer who likes to unwind by swimming, biking, and walking the dogs.

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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Following in her family’s footsteps, Sylvia has joined forces with her father and mentor, Dirk.
She provides invaluable support to the team through administration of client accounts, ensuring all their needs are handled efficiently and with the highest level of service.  She understands that each client and their family is unique and personalizes their service in an effort to exceed their expectations. 

With a diverse background in project management and continuous improvement in her previous roles with Viking Air and Husky Energy, Sylvia brings a refreshing approach to our operations to enhance our clients’ overall experience.

Sylvia is a busy mom and wife – juggling 2 small kids and keeping everyone organized.   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.

Contact us

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

 

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Book an Appointment:

Dirk Yzenbrandt
Kimberly Brown