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

Helen has 45 years of financial services experience. Helen adopts a comprehensive approach to individual wealth management through customized, rigorous and accountable oversight which includes investments, financial planning, retirement and wealth transfer strategy.

She is married with two children and four grandchildren. She is the treasurer of the CFUW Welland and District and in her spare time she enjoys spending time with her family, golf, traveling and playing cards.

Wealth Advisor
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Madeline has over 35 years’ experience in the financial services industry. Additionally, Madeline is a designated Personal Financial Planner and works closely with clients to identify the strategies and opportunities that best meet their unique financial objectives.

Married with two grown children, Madeline has an extensive background in community involvement and is currently on the board of Hotel Dieu/Shaver Hospital and the Community Leadership Committee of the Niagara Community Foundation.

Donna Vieno

Wealth Associate
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Donna has over 30 years experience in the Financial Services Industry. She is a valuable member of the team whose focus is on assisting clients with all their administrative needs and requests.

Donna is married with two children and one grandchild. She enjoys time spent with family, reading and travel.

Our collaborators

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

Senior Advisor, Estate Planning
National Bank Financial - Wealth Management²

Carolyn Aversa

Mortgage Development Manager⁴
National Bank of Canada

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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