Sara specializes in helping clients meet their lending goals including mortgages, secured home equity lines of credit, and rental property financing in addition to various National Bank of Canada banking plan options. She has expertise in planning lending strategies for high net worth clients, professionals and self-employed individuals.
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.
Our team of experts
Wealth Advisor
Our Partners
Sara Philipose
Mortgage Development Manager4
National
Bank of Canada
Christine King, J.D., TEP
Senior Advisor, Estate Planning
National
Bank of Canada
As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.
Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.
She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.
Reid Chessell, CLU, CHS
Life Insurance & Living Benefits Consultant
Chess
Insurance - Partner of National Bank Insurance Firm Inc.
Reid has been helping families and business owners protect their financial futures since entering the insurance industry, straight out of Wilfrid Laurier University in 2011. Before becoming an Insurance Advisor in 2020, he held a senior director role at a major Canadian insurance carrier. His deep industry knowledge allows him to provide strategic, independent solutions for life, disability, and critical illness insurance.
Reid holds the Chartered Life Underwriter (CLU) designation, widely recognized as a mark of excellence in estate planning and wealth transfer. He also holds the Certified Health Insurance Specialist (CHS) designation, Canada’s only health insurance-focused certification. He has also been an active member of the Toronto Chapter of Advocis (The Financial Advisors Association of Canada) since 2021.
Outside of work, Reid is an avid sports fan and values physical, mental, and financial well-being. He plays hockey and golf, and enjoys outdoor workouts at the calisthenics park.
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.
- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
