Our financial advisors | Donahue Group | National Bank Financial

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

John Donahue

Senior Wealth Advisor

416-507-9523

john.donahue@nbc.ca

English

John has over 16 years of investment industry experience. As the senior advisor of the Donahue Group he directs a team of three dedicated investment professionals. Before joining National Bank Financial, John was a Wealth Advisor and Vice President with a prominent bank owned brokerage.

Before joining the investment industry, John held a number of leadership and sales executive positions within the Technology and Consumer Goods Industry.

John and his wife Tina live in the Kingsway in Etobicoke with their two daughters, Ava and Lauren.

Luigi Calabrese CIM

Wealth Associate

416-507-9048

luigi.calabrese@nbc.ca

English

Lou brings with him over 15 years of investment industry experience. Having previously worked at another major financial institution in Downtown Toronto as a Wealth Associate and more recently at a major bank as a Client Relationship Associate in the Private Wealth area. Lou provides a high level of service by striving to deliver a legendary client experience through his ability to connect with clients in identifying their financial goals and unique circumstances.
Lou is an IIROC licensed Registered Representative and is also licensed in trading options. He is currently working towards his Chartered Investment Manager (CIM) designation.

Our Partners

Our financial advisors | Donahue Group | National Bank Financial - Wealth Management

Katherine Richards

Finance Solution Specialist

National Bank of Canada

As a Financial Solutions Specialist, Katherine provides personalized banking services (bank accounts, lines of credit, mortgages and home equity lines of credit) with a focus on individually tailored solutions adapted specifically to the needs of her clientele. Her customer service-oriented approach helps clients establish the financial solutions that best assist to prioritize their financial goals, while centering on their future financial objectives.

Katherine has 15 years of banking experience, mainly with National Bank, in a variety of capacities such as operations, head office and the branch network.

Our financial advisors | Donahue Group | National Bank Financial - Wealth Management

Photo of Ashim Khanna, Senior Advisor, Financial Planning, partner.

Ashim Khanna, MBA, CFP

Senior Advisor, Estate Planning²

National Bank of Canada

Ashim is a financial professional with extensive knowledge of financial and wealth planning. He has worked in the financial services industry for over 10 years providing affluent clients with comprehensive wealth planning solutions. Ashim is a Certified Financial Planner (CFP^®), Chartered Financial Analyst (CFA) Level II candidate, and a member of FP Canada & CFA Institute. He has obtained his Bachelor of Commerce and MBA Finance in India. Ashim is dedicated to his professional development through continuous education. Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. Ashim provides wealth management solutions and financial strategies in the areas of retirement planning, taxation, cash management, education planning, insurance planning, estate and intergenerational wealth transfer planning. Ashim is devoted to providing high-quality advice to help his clients achieve their financial goals. Outside of working hours, Ashim likes travelling and exploring new destinations, keeping active with running and scuba diving, and spending time with his family and friends.

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.