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

Wealth Advisor

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English

Sabrina focuses on investment management in the context of financial, tax, and estate planning. She believes investment recommendations stem from an understanding of her clients' financial goals. Providing clients with expert advice is her top priority. She is dedicated to educating and empowering her clients to take charge of their finances. She's an excellent listener; she takes the time to answer any and all questions her clients have, making sure they understand and are confident in her advice.

Sabrina began her career in the financial industry in 2002 in banking and discovered her passion for wealth management in 2007. She holds the prestigious Chartered Investment Manager (CIM) designation, a leading industry standard for portfolio management services, demonstrating she has the knowledge and skills to evaluate and manage all aspects of client investment portfolios. She also holds a Bachelor of Arts degree from the University of Victoria.

Outside the office, Sabrina enjoys spending time with her husband, Patrick, and two boys, Connor (age 6) and Rory (age 4). She's an avid athlete; she plays softball and golfs in the summer, and curls in the winter. She also loves to travel, having most recently trekked with her young family to Ireland, England, and France in summer 2019.

Carter Brimacombe

Wealth Associate

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Carter joined our team in August 2023 with a strong desire for growth. He is client-focused and quality-oriented. His goal is to provide excellent service to clients. Carter will be responsible for maintaining client records, handling day-to-day transaction requests, booking client meetings, and addressing client inquiries.

He is currently pursuing a bachelor’s degree in business administration at Camosun College and taking the Wealth Management Essentials (WME) course. He is a licensed Investment Representative with the Canadian Investment Regulatory Organization (CIRO). Outside of the office, Carter enjoys reading, swimming in the ocean, and playing the piano.

Credentials

Sabrina earned the prestigious Chartered Investment Manager (CIM) designation in 2013 and remains a Chartered Investment Manager in good standing.  This designation demonstrates that Sabrina possesses the expertise and experience to create advanced discretionary investment and portfolio management strategies that best serve the unique needs of affluent and institutional clients.  Sabrina is also adept at evaluating industry trends, managing risk, and developing and enhancing client relationships.

To earn the CIM, Sabrina invested over 400 hours of study, successfully completed a number of courses on investment advice, financial and estate planning, insurance planning, laws and regulations, and ethics.  She also met a 2-year experience requirement and pledged to uphold the CIM Code of Ethics.

To maintain the CIM, Sabrina must complete a minimum of 30 hours of professional development and compliance over a revolving 2-year cycle and annually re-commit to the CIM Code of Ethics.

Sabrina also holds certificates in Advanced Financial Advice and Advanced Investment Advice through the Canadian Securities Institute.

Our  Partners

Our financial advisors | Flint Wealth Management | National Bank Financial - Wealth Management
Dave Pettenuzzo Insurance Advisor & Financial Planner, collaborator

Dave Pettenuzzo B.Com. CFP CLU CH.FC RHU

Insurance Advisor & Financial Planner

National Bank Insurance Firm

Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm. He is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter. Dave has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.

Dave has successfully been assisting NBF Wealth Advisors and their clients with their Insurance and Estate Planning needs since Spring of 2008. His approach is to provide clear and prudent solutions which benefit the client and help solidify their overall financial plan.

Our financial advisors | Flint Wealth Management | National Bank Financial - Wealth Management
Photo of Manijeh Moieni, Senior Estate Planning Advisor

Manijeh Moieni

Senior Estate Planning Advisor²
National Bank of Canada

Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.

Our financial advisors | Flint Wealth Management | National Bank Financial - Wealth Management
Photo of Derek Cheung, Premium Banker

Derek Cheung

Premium Banker

National Bank of Canada
 

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of banking experience, from working in Downtown Vancouver to Toronto’s Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies to help them achieve their ambitions. Having always approached his role from a relationship-focused standpoint he strives to deliver top-tier service with his expert-knowledge, professionalism, and dedication to clients.

When not at the office, Derek enjoys travelling around the world to admire the diverse cultural sites, natural wonders, and eat the local food. Having visited over 42 countries, he hopes to visit them all one day. Closer to home, he lives in the Lower Mainland with his dog and enjoys going for runs, hikes, and soaking in all the beauty that B.C. provides. A strong believer of giving-back he actively supports and donates to B.C. Children’s Hospital, Canadian Cancer Society, and Plan International Canada.

Our financial advisors | Flint Wealth Management | National Bank Financial - Wealth Management
Photo of Carla Norris, Senior Advisor, Financial Planning

Carla Norris

Senior Advisor, Financial Planning¹

National Bank Financial - Wealth Mangement
 

Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning.  Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial decisions, and then making those decisions easy for clients to understand. Carla is a Certified Financial Planner (CFP).  She is a member of the Canadian Institute of Financial Planners and the Estate Planning Council of Vancouver.  She received the prestigious Fellow of FPSC distinction in 2013.

As a part of National Bank Financial, Flint Wealth Management is a proud member of the CIPF and CDIC. Click on the following links for more information about how these well-established corporations provide Canadians with peace of mind. 

Contact us

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