Meet our team

Over 80 years of combined investment experience

$500+ million in assets under management

Our service commitment to you

We will deliver professional wealth management, providing personalized solutions through a proven long-term process. We listen, we provide high-quality service and we are focused on achieving your goals. 

 

 

Our team of experts

Senior Vice-President & Portfolio Manager
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English

Over 30+ years of wealth management experience: prior to joining National Bank Financial in 2002, Frank spent 22 years at Thomson Kernaghan, a full service boutique brokerage, serving various senior management roles, including Chief Financial Officer. Frank spent the first 5 years of his career in Audit with Clarkson Gordon.

Away from the office, Frank is an avid golfer and has served two terms on the Board of Directors at the National Golf Club of Canada. Frank is married and has two adult children.

Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.

Client Communication and Relationship Management – client communication, meetings, and problem solving, including immediately responding to client inquiries and requests. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes.

NBF Management Liaison – working with senior management to continuously improve and enhance our clients' experience and overall level of satisfaction.

Principal point of contact for: investment and portfolio analysis; investment strategy and outlook; investment recommendations; financial, tax and estate planning advice.

Vice-President and Portfolio Manager
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English

15 years of experience in wealth management: joined National Bank Financial in 2002, entering a long-term partnership agreement with Frank in 2010.

Bachelor of Commerce (Hons.) from the Asper School of Business at the University of Manitoba; holds the Canadian Investment Manager (CIM) and Chartered Financial Analyst (CFA) designations.

Away from the office, Murray is active playing hockey, baseball and golf. Murray, his wife and three daughters live in North Toronto.

Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.

Client Communication and Relationship Management – client communication, meetings, and problem solving, including immediately responding to client inquiries and requests. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes. Quarterly newsletter to clients.

Business Operations – new client onboarding and integration, best practices oversight and implementation, and execution of business development strategy.

Principal point of contact for: investment and portfolio analysis; investment strategy and outlook; investment recommendations; financial, market and client portfolio analysis; prospective client inquiries; financial, tax and estate planning advice.

Investment Advisor & Portfolio Manager
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English

Joined National Bank Financial in 2017 after spending 5+ years in financial research and consulting at Canada Pension Plan Investment Board, Aon, and NBF, specializing in geopolitical and sustainable investing analysis.

Holds a PhD in International Political Economy from the University of Warwick, UK, and a Bachelor of Arts (Hons) in International Relations from St. Francis Xavier University.

Away from the office, Michael is an avid hockey goaltender.

Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.

Client Communication and Relationship Management – client communication, meetings, and problem solving, including immediately responding to client inquiries and requests. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes.

Research and Analysis – investment idea generation, helping to improve and build upon investment performance and best practice standards.

Senior Investment Associate
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English

Joined National Bank Financial in 2014 after working in banking, client services and fund administration.

Bachelor of Commerce from the Ted Rogers School of Management at Ryerson University; College Diploma in Finance from Sheridan College.

Outside the office, Alex enjoys cycling, camping and the occasional round of golf. He is fluent in English, French and Italian.

Administration and Operations – in charge of all day-to-day operations and account administration; documentation, account transfers, cash management (EFTs, wires, etc.), foreign exchange, etc.

Performance Analysis and Reporting – leads the production and distribution of quarterly client portfolio performance reporting.

Back-office Liaison – consult and coordinate with operating departments to ensure efficient administrative and business processes for clients.

Alex is the principal point of contact for: operation and administrative inquiries; documentation requests; money transfer requests/inquiries; foreign exchange; tax slips and reporting. Alex is licensed to take trading instructions.

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