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.
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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.
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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 a CIRO licensed Registered Representative.
He has obtained his Chartered Investment Manager designation and is
also licensed to trade options.
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.
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.
