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

Senior Wealth Advisor

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Over the last 30 years, I have dedicated my professional life to helping my clients and their family make sound and responsible decisions with their money and the wealth they accumulated. As a Wealth Advisor with National Bank Financial, I work with established professionals to bring you investment knowledge and expertise that contributes to growing your wealth, preserving your wealth and transitioning your wealth.

Our investment thesis is a little different from mainstream. We focus on income with growth which helps us empower our clients in the investment process.

Our team of 3 strives to discover client-centred solutions and cater to their unique needs.

Our mission is to assist in managing clients’ investments from RESPs to estate planning.

Wealth Advisor

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In 2019 I joined the Chave Family Wealth Management Group where I have been working alongside my father Paul. Paul has over 30 years of experience navigating the financial markets in which he is bestowing those experiences to me. With my passion for the financial markets and Paul years of experience we work closely together to provide the best client experience possible.
Together we meet with families to understand their needs and tailor a custom solution for their financial goals. We strive to help clients learn and understand our team’s strategies to help them suceed in achieving their financial goals. In my spare time I like to travel with my wife Meaghan and spend my summers playing golf.

Jana Joustra

Senior Wealth Associate

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With over 20 years of experience in the industry, and over 17 years as  part of Chave Family Management Group as a Senior Wealth Associate, I provide full administrative support, customer service and help our clients in their everyday needs, through various stages of their lives. In my team, I am the go to person for regulatory and compliance matters. My most important values that I guide myself by are integrity, trust, and quality.

What I enjoy the most about my position is client contact and the relationships we create.

In my free time, I enjoy long distance running, going to the mountains, gardening, reading, cooking and spending time with my two sons.

Our collaborators

Our financial advisors | Chave Family Wealth Management Group | National Bank Financial - Wealth Management
Photo of Steve Melling, Insurance Specialist, collaborator and partner.

Steve Melling

Estate Planning & Insurance Specialist

National Bank Insurance Firm

Steve has 32 years of industry experience. His areas of expertise are in Estate Planning and Personal Lines of Insurance coverage. He works primarily with Executives, Professionals, Business and Farm Owners, providing succession, conservation, and protection strategies. To compliment the above, his firm also has a team to provide advice and expertise in Employee/Executive Benefit Packages.

Steve started his career with Great-West Life as an agent in 1988, became a partner in a brokerage firm in 1992, and went on to establish his own company in 1995 specializing in the above. For the last 22 years he has also contracted to and provided service for National Firms: Midland Walwyn, Merrill Lynch, CIBC Wood Gundy, and has been contracted with National Bank Financial for 15 years.

In addition to the above, Steve has served on a number of Industry, Non-Profit, and Community Boards over the years. He speaks on a regular basis to various groups and organizations regarding the industry and opportunities for planning. He takes a holistic approach involving the clients’ professional advisors to ensure comprehensive solutions.

Contact us

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