Meet our team

A dedicated team of professionals who listen and respond to your needs

We work together to achieve your goals

Our team of investment and wealth management professionals is here to help you reach your goals. We are driven by our passion for helping individuals, families and businesses build and protect their wealth so they can benefit from their hard work and leave a lasting legacy.

Partners

Sara Philipose PFP

Banking and Credit Manager

Sara specializes in helping our clients with their banking and credit needs including mortgages, rental property financing and home equity lines of credit. 

The Taxation, Retirement and Estate Planning Team from National Bank Trust
We work closely with this team 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.

  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.

 

Phone picto

1-888-778-3956

Extensions

Andrew Mowat   92847

Kirk Schneider   92842

Peter Slykhuis   92844

Kelly Vukojevic   92848