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

BA, CIM

Investment 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 4) and Rory (age 2). 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.

Nyles Moisson

BA (Econ)

Associate

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Nyles strives daily to provide superior financial service and guidance to every client with the ultimate goal of adding value to their lives through hard work and transparency. Nyles's focus is to build relationships with clients, understand their needs, and recommend the right solutions to help them achieve their goals.

Nyles graduated from the University of Victoria (UVic) with a Bachelor's Degree in Economics with a focus on the principles of market supply/demand, cost-benefit analysis, and economic policy. Nyles is working toward the completion of his Canadian Securities Course and Investment Industry Regulatory Organization of Canada (IIROC) licensing requirements.

Outside the office, Nyles is an accomplished tennis player, having played Division 1 Men's Tennis for the University of Nevada-Reno, USA, prior to returning home to UVic. Nyles also enjoys playing classical guitar, biking, skiing, and traveling abroad.

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.

In 2017, Sabrina received an Award of Excellence recognizing her as the Young Advisor of the Year in the BC Region of National Bank Financial.

Partners

Dave Pettenuzzo

B.Comm, CFP, CLU, CH.FC, RHU

Insurance Advisor

Dave is an Estate and Insurance Planning Specialist and a proud member of Sabrina Corraini's team.  He is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant, and a Registered Health Underwriter.  His role is to provide quality insurance and estate planning solutions.  Clients appreciate his ability to really listen to them and recommend insurance solutions that will help attain their defined goals without taking undue risk.  Dave deals with a variety of insurance solutions to ensure the client's best interests are properly looked after.

Dave grew up in Vancouver and earned a Bachelor's degree in Commerce from UBC.  He now lives in Victoria with his wife and two sons, playing and coaching soccer, practicing hot yoga, and skiing.  His claim to fame is a 20-year Ultimate Frisbee career that saw him play for Team Canada 3 times, captaining the team to a gold medal in Japan in August 2012.

Manijeh Moieni

J.D.

Senior Estate Planning Advisor

Manijeh is a Senior Estate Planning Advisor with National Bank Financial Wealth Management. 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.

Manijeh tackles problems using creativity and results-oriented savvy and prides herself on strategic planning coupled with insight and sound judgement to identify core issues and provide relevant information. Manijeh offers a unique combination of professional experience and business acumen with the ability to interact productively with a broad range of personalities and cultures.

Derek Cheung

 

Senior Personal Banker

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with Sabrina to support her clients' integrated investment objectives and overall wealth management strategies.

With over a decade of banking experience working Downtown Vancouver and Toronto's Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies in order to help them achieve their ambitions.

Having always approached his role from a relationship-focused standpoint, he strives to deliver top-tier service with expert knowledge, professionalism, and dedication.

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 BC provides.

Derek is a strong believer in giving back and he actively supports and donates to BC Children's Hospital, Canadian Cancer Society, and Plan International Canada.

Carla Norris

CFP, PRP

Financial Planner

Carla provides comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families. She has significant experience with 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 planning decisions, and then making those decisions easy for clients to understand.

Carla is a Certified Financial Planner (CFP) and a Professional Retirement Planner (PRP). She is a member in good standing of the Canadian Institute of Financial Planners and the Retirement Planning Association of Canada.

Carla also volunteers within the financial planning community. She is a member of the Financial Planning Standards Council’s FPE1 Panel of Examiners, a committee responsible for reviewing and approving the exam’s content and evaluating the methods for examination to ensure the exams are fair and reliable. She also currently serves on the Financial Planning Standards Council’s Certification Scheme Committee, which is responsible for the oversight and review of the requirements for attaining and maintaining the Certified Financial Planner® certification.

Contact us

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