Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

We worry about your investments so you don't have to. We care deeply about our clients and treat their money as though it was our own.

Copper Creek Wealth Management is emotionally invested in the families that we work with. We
take deep pride in our work and deliver exceptional value to a select group of clients.

Backed by the 6th largest bank in Canada and in 2013 rated one of the 20 strongest banks
in the world by internationally renowned Bloomberg Markets magazine for the third year running.

National Bank has been listed among the 25 most valuable Canadian brands, ranking 16th
in Interbrand’s 2014 edition of Best Canadian Brands. Interbrand’s ranking is based on several key criteria, including brand strength.

We have access to top notch research and virtually every investment in Canada. This
ensures that you are not being slotted into someone else's "model" and are getting a truly personal and unique portfolio.

Our team of experts

Senior Wealth Advisor

Speech bubble picto

English

I have been a licensed wealth advisor since 1995.

I care deeply for my clients' well-being and really love my job. Meeting new people at
various stages of their lives ensures my job is always interesting. I believe that by investing on behalf of client's in some very difficult markets has given me very valuable insight into the importance of risk management.

When I entered the industry, I was a provider of information. Now with the constant
bombardment of news and information I have become a filter of it.

"Never" is not a word in my vocabulary. Although some of the periods in the last 20 years
have given me a few gray hairs, there is nothing I would rather do. Helping people reach their financial goals is incredibly rewarding. I regularly qualify for my firms annual President's Council which recognizes the top advisors in the country.

I am a licensed multi-engine commercial pilot and flew professionally before becoming a wealth advisor. The experience of knowing that lives depended upon my skill in decision making as a pilot helped prepare me for the responsibility I now shoulder when dealing with people's life savings.

Married with two young girls I am very active in their lives. I enjoy travelling, cooking and I look forward to introducing the wonders of the world to my children. I believe that I have received many blessings in my life and it is important to share them with others.

A lot of advisors will help you grow and protect your wealth. I try my best to ensure that you also enjoy it.

Jassi Bains

Associate

Jennie Makowski

Associate

Personalized support

Our team is made up of highly qualified investment professionals with many years of experience in wealth management.

We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.

Our partners

Our financial advisors | Copper Creek Wealth Management | 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 | Copper Creek Wealth Management | 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.

Our financial advisors | Copper Creek Wealth Management | National Bank Financial - Wealth Management
Dave Pettenuzzo Insurance Advisor & Financial Planner, collaborator

Dave Pettenuzzo B.Com. CFP CLU CH.FC RHU

Insurance Advisor & Financial Planner

National Bank Insurance Firm
 

Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm. He is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter. Dave has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.

Dave has successfully been assisting NBF Wealth Advisors and their clients with their Insurance and Estate Planning needs since Spring of 2008. His approach is to provide clear and prudent solutions which benefit the client and help solidify their overall financial plan.

  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.

Contact us

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