Meet our team

Working together to achieve your financial goals

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 

Wealth Management Advisor & Portfolio Manager
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John has over 25 years of investment management experience and his dedication to each and every client drives the team’s efforts to exceed expectations.  Using his extensive training and experience, in conjunction with the widest array of investment tools and products, he delivers competitive results in all market conditions.  John received his Masters of Business Administration (MBA) from the University of Manitoba.  He has earned the Personal Financial Planning (PFP) and Chartered Investment Manager (CIM) designations, he is certified for options trading and he is a registered Portfolio Manager.  He is also registered with the Insurance Council of B.C. and holds a general, life, accident and sickness licence.  He is a Fellow of the Canadian Securities Institute (FCSI) – a designation reserved for financial services professional who have met the highest standards for advanced education, industry experience and ethical conduct.  John is married and has two children and seven grandchildren.  He enjoys outdoor activities and time with family.

Wealth Management Advisor & Portfolio Manager
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Todd draws on his diverse background in investment management to simplify the complexity of financial markets and help clients make intelligent financial decisions.  Todd has worked in finance for more than 20 years, holding senior roles across the Canadian investment industry.  Prior to joining National Bank Financial, he worked with a large investment advisory practice at Scotia Mcleod and was the Vice President of HSBC’s Portfolio Advisory Group.  Todd received an Economics degree from the University of British Columbia (B.Econ), is a Chartered Investment Manager (CIM), and has earned the Portfolio Manager designation after meeting the rigorous academic and experiential standards.  He is also licensed to invest in options strategies.  Todd enjoys biking, skiing and outdoor life with his wife and two children.

Associate
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Karly has worked with National Bank Financial for more than 10 years and manages investment administration for the team.  She assists clients with account openings, transfers, deposits and withdrawals.  She has an advanced understanding of complex accounts including trusts and estates and has earned the Elite Club title for her professionalism and work ethic.  With her significant experience and commitment to service, Karly strives to provide the highest level of client satisfaction.  

Community Involvement

Proud Supporters of :

 

 

Kelowna Child Advocacy Centre:  A charity dedicated to developing a community response to protecting children from abuse

 

 

 

Central Okanagan Foundation:  A foundation dedicated to improving communities through endowments, grants and leadership.

Contact us

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