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

Investment Advisor
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English

Dean has worked professionally in the financial services industry since 1990, and National Bank Financial since 1992. He believes that successful achievement of financial goals requires effective planning and top-notch investment advice.The combination of financial planning, tax efficiencies, estate considerations and quality investment management align to ensure financial goals become reality.

Quality financial relationships begin with honest conversations and clear understanding.These are achieved through honest disclosure, attention to detail and effective communication. Only then can investor aspirations and peace of mind be achieved. Everyone can benefit from having access to a knowledgeable expert to stay focused on what is really important, your financial goals and peace of mind.

Dean is married to Patty, and along with a daughter, the Trimble family enjoy an active lifestyle. Swimming, cycling, skiing and travelling are common interests. Dean continues to play competitive soccer and is active in the mountain bike racing community.

Dean has been a member of the Canadian Ski Patrol (CSP) since 1990 and provides volunteer services to the CSP Calgary Zone. As an executive of the CSP Calgary Zone, Dean provides leadership to over 200 members and 6 client partners. Also, as a level 2 ski instructor Dean works with new and existing members providing ski improvement,orientation and on-mountain training services.

Since 2005,Dean has provided volunteer medical services to the Winterstart World Cup ski events at Lake Louise. Dean volunteered medical services to VANOC for the 2010 Olympic Alpine ski events. Dean volunteers’ medical services to off ski-season events as well, such as the Calgary Marathon.

Partners

NBF Banking Centre - Senior Personal Banker

As a Senior Personal Banker. Sakine Rahim provides a full suite of banking and lending solutions tailor-made for clients of National Bank Financial Wealth Management (NBFWM). Working exclusively with Investment Advisors and as a complement to the existing advice provided by NBFWM, Sakine assures continuity in the execution of their clients' wealth management strategies. With over 10 years of experience at National Bank, both in Private Banking and in Personal Banking, Sakine is recognized for her thoroughness and dedication to clients.

Senior Advisor, Financial Planning, National Bank Financial Inc.

Cory has worked in the financial services industry for over 20 years, providing clients with accurate, timely and comprehensive financial planning solutions. He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the Certified Financial Planner (CFP) designation.

Cory has worked with a wide range of clients, including business owners, professionals, retirees and families. He provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and insurance planning. Cory has continually developed his skills and knowledge through education, mentorship and hands-on experience.

Cory’s motto is Plan Well. Live Better. He is an advocate for financial planning as a foundation for helping clients live the life they want to live.

Estate and Insurance Advisor, National Bank Insurance Firm 

Cori has been involved in the financial and estate planning industry since 1989. She is a Certified Financial Planner (CFP), Chartered Financial Consultant (CHFC) and Chartered Life Underwriter (CLU). She plays a vital role ensuring our clients legacy is secured while also protecting the financial security of your loved ones.

Cori is an active member of the Society of Trust and Estate Practitioners (STEP) as well as the Estate Planning Council of Calgary, Advocis, Financial Planning Standards Council, and FPA Canada and US.

Cori specialties are; Retirement Income & Estate Planning, Business Succession Planning, Insurance and Risk Management, Group Pensions and Benefits, Charitable Gifting.

"Insurance products and services are provided by National Bank Insura

Contact us

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