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

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With over thirty years in the financial services industry, Douglas Macdonald consistently provides excellent personalized service and competitive investment performance to assist every client in the pursuit of their financial and lifestyle goals.

Doug graduated from McMaster University with a Bachelor of Commerce degree and then continued his education by earning the advanced professional and internationally recognized designation of Chartered Financial Analyst TM (CFA) and has passed the Professional Financial Planning (PFP) course. Both designations required extensive coursework and a rigorous examination process. The PFP designation enhanced Doug's knowledge in estate and trust law, family law, and tax planning. Douglas has also obtained his level II life insurance license, which expanded his knowledge of life, disability and critical illness insurance.

While born and raised in Ridgetown, Ontario, Doug and his family make their home in north London. In his leisure, Doug enjoys spending time with his wife, Susan, and their two children, Duncan and Martha. He is also an avid reader, golfer and hockey player.

Doug always welcomes the opportunity to meet with you to review your current investment portfolio and to discuss your financial goals.  

Liz McCarthy

Branch Administrator, Investment Assistant
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In an industry that is constantly changing, there is tremendous value in having a skilled support team that can provide clients with assistance of the highest caliber. Liz McCarthy has been in the financial services industry for over twenty years and has been quarterbacking our administrative efforts for thirteen of those years.

Liz is known by our clients for her infectious positivity and both meticulous and proactive client and administrative services. Liz is dedicated to providing superior customer service, and is adept in helping clients with account or service-related inquiries. The quality we most highly prize is the fact that Liz genuinely likes and cares for our clients.

In 2017, National Bank Financial was pleased to announce that Liz had been awarded the National Bank Financial - Wealth Management Elite Club Award.Each year only thirty outstanding associates are elected for this award out of over six hundred associates company wide. Liz earned this award because she embodies the highest standards of professionalism, work ethic and commitment to client service, peer mentoring and social responsibility; all which are ideals that are valued at Douglas Macdonald Wealth Management.

In her leisure, Liz enjoys spending time with her two children, Ethan and Eric.

Martha Macdonald, MSc, BMOS

Associate Investment Advisor
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Martha may be newest member of the Douglas Macdonald Wealth Management Group’s team, but she is not a stranger to the wealth management industry. Martha started at National Bank Financial as a summer intern in 2010 and continued to hold this position each summer break from school. She was committed to learning the industry ‘from the ground up’, progressing from the position of summer intern, to full time sales associate, and now her current position as an associate investment advisor.

‘Client First’ is the focus of the Douglas Macdonald Wealth Management Group and Martha has taken this to heart. From reassessing and refining client service practices and procedures for the team to reaching out to clients to inquire as to their personal and financial well being, Martha has become an integral member of the team. Martha knows that a financial plan is key to the success of investor’s financial life. She actively reaches out to clients to ensure that they have a financial plan to provide a road map forward. Martha also provides input to the team as to client portfolio construction, asset allocation and security selection.

Martha is a proud Western Mustang Alumina, graduating on the Deans Honors List in 2017 with a Bachelor of Management and Organizational Studies degree. During her time at Western University, she was a Varsity Athlete competing on the Figure Skating Team and an active member of the Alpha Phi sorority. She continued her education in Paris, France earning a Master of Science in Data Analytics from The Paris School of Business.

In her leisure, Martha enjoys travelling, spending time with friends and family, and taking her dog Wally on walks.

Ashim Khanna, MBA, CFP

Senior Advisor, Financial Planning
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Ashim has 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 a Bachelor of Commerce and MBA.

Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. He 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 passionate about financial planning and devoted to providing high-quality advice helping our clients achieve their financial goals.

Ashim started his banking career in Toronto with the National Bank of Canada in 2014, where he was a Personal Banker and later promoted to Financial Planner. In 2018, he moved to BMO Private Wealth Management where he further enhanced his knowledge and experience in Financial Planning. Ashim is very excited to come back to the National Bank joining the National Bank Financial team as a Senior Advisor, Financial Planning &Advisory Services.

Cameron Moses

Mortgage Development Manager
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Cameron is an experienced lending specialist,with a demonstrated history of networking within the financial services industry. He is skilled in banking, financial advisory, mortgages, and personal financing.

Cameron has been in the industry for 15 years with experience at National Bank and BMO.

Cameron's main focus is building up our realtor referral channels, while providing great client home financing experiences and bringing new clients to NBC. 

Cameron is dedicated to helping clients achieve their home ownership dreams, while striving to keep the process simple and transparent for them along the way.

When Cameron can step away from work, you may find him: travelling, golfing, hiking, or puttering around the home looking for things to improve.

Susanne Greisbach, B.C.L, LL. B, TEP

Senior Advisor, Estate Planning
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Susanne joined National Bank as a Senior Advisor in Trust and Advisory Services in 2016. Prior to joining, Susanne spent several years in a mid-sized firm in Ottawa working almost exclusively in the areas of Wills, Trusts, and Estate Law. At her firm, Susanne worked with high-net-worth clients and their trusted advisors to translate their wishes and intentions into legal documents such as Wills, Powers of Attorney, and Trusts. Once death or incapacity occurred, Susanne provided guidance to ensure wishes were respected and any conflicts were resolved in a cost-effective, timely, and responsive manner. She brings this expertise to her role in assisting clients of National Bank through their estate plan review and use of trust services.

Contact us

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