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

Senior Wealth Advisor & Portfolio Manager
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English, French

Karim Zakher has been with National Bank Financial since 1997, building relationships with clients and working closely with them in building comprehensive wealth management strategies that best meet their financial objectives.

After graduating from Concordia University with a Bachelor’s degree in Economics in addition to obtaining a Certificate in Portfolio and Investment Management from the same University, Karim obtained a series of professional designations including the Chartered Investment Manager designation (CIM) allowing him to be a fully licensed discretionary Portfolio Manager with National Bank Financial.

Karim is also licensed to offer insurance product solutions, and complex options and hedging strategies.

Karim is fluent in both English and French.

Wealth Advisor & Portfolio Manager
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English, French

Steve has been Portfolio Manager and Wealth Advisor for National Bank Financial since 2006 and has been advising investors for over twenty years. His interest in investing led him to McGill University in finance and real estate to further specialize in financial analysis with the CFA designation. Following experiences ranging from trading on the floor of the stock exchange to private equity investment for a large Canadian pension fund, two ends of the investment spectrum, he became a portfolio manager for private and corporate clients and takes pride in helping them optimize all aspects of their financial lives.

He values family, integrity and respect while having a positive view of the world.

Recognized for his openness and discipline, his mission is to help his clients see clearly and protect them from the pitfalls of the financial world.

Kendra Hutcheon

Senior Wealth Associate
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English, French

Kendra Hutcheon has been working in the financial services industry since 2003. Mrs. Hutcheon started with our affiliate NBCN in client services she joined Mr. Karim Zakher in 2005 and has been a wealth associate since 2006.

She has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook course (CPH) of the Canadian Securities Institute.

She is involved in every state of the administrative management of client’s accounts and customer service.  Her responsibilities include client communication, account administration, preparing portfolio reports, handling transactions and maintaining client files as well as retirement planning.

Kendra is fluent in both English and French.

Orith Samson

Wealth Associate
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English, French

Orith is also a McGill alumna and somewhat of a veteran of the industry. She has over 15 years of financial services experience working for two other prominent financial institutions. 

She is fully licensed to trade securities and is responsible of administration, regulatory compliance and the day-to-day client service. 

Lilianne El-Maalouli

Associate

Contact us

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