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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Steve Hatch is an Wealth Advisor at National Bank Financial Wealth Management, and the founder of Hatch Wealth Advisory Group. He specializes in providing wealth building strategies to families, small business owners, professionals, and high net-worth individuals. Steve has a Bachelor of Commerce Degree from the University of Victoria, is a Certified Financial Planner, and is also Insurance Licensed. Steve works with individuals, small businesses, and professionals who want to take control of their financial affairs while receiving professional guidance. Many of his clients are successful entrepreneurs and busy professionals. What is common among them is their desire to preserve wealth while growing capital in a controlled and disciplined manner.  

Steve and his team have helped countless individuals reach their financial goals over the years. Early retirement, Investment property, starting a small business, or removing debt are just some of the goals we have helped his clients achieve. This is the result of goal-based financial advice, and the value he carries into his business. Steve believes that financial success begins with working alongside knowledgeable investment professionals to develop a sound financial strategy. 

Steve was a member of the Canadian Alpine Ski team from 1988-1991, and competed on the Nor-Am, Europa Cup and World Cup Downhill Circuit. He has continued his love for the sport by helping coach the Big White ski team for the past 10 years. Steve and his wife Belinda are residents of Kelowna, and Belinda has been a dental hygienist for the last 30 years. Both Belinda and Steve are avid athletes, and their interests include hockey, golf, skiing and cycling! 

While your goals and objectives are of the utmost importance to Steve and his team, you can also count on them to welcome you with humor and humility from your very first meeting. Steve encourages conversation with his clients with his light humor and ability to laugh, at himself when the situation calls for it! 

Stacy Litz

Associate
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With over 6 years in the industry, Stacy is an experienced Assistant in the financial industry, providing personalized client service and detailed administration. Her communication skills, client service abilities, and wealth management understanding help contribute to our exceptional service to our valued clients and their families. She currently assists the Hatch Wealth Advisory Group with a variety of duties including Retirement Projections and planning, requests for cheques and electronic transfers, responding to inquiries regarding monthly or quarterly statements, and assisting with tax preparation and requests for account slips while offering leading service to our clients. Stacy was recently nominated for National Bank Financial’s Elite club, a distinction that honors exceptional Associates of the firm. 

Stacy is interested in continuing her education in the financial industry and is currently studying to pass the Canadian Securities Course. She has spent time organizing charitable fundraisers, bodybuilding, hiking, and teaching Fitness classes. Her interests also include playing hockey, snowboarding, scuba diving, and spending quality time with friends, husband and two young ones. 

Stacy is always there for our clients with a friendly smile, even on the phone! An upbeat attitude and a genuine passion for helping and assisting makes her a pleasure to work with and a highlight of working with Hatch Wealth Advisory Group. Stacy is always looking forward to working with our clients, new and existing, and injecting humor where she can!

Haley Stevens

Associate
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Haley began her journey at National Bank Financial in May of 2020 after she was selected to participate in the National Bank Women’s Student Mentorship Program. This program was created to help introduce female students to a career in finance. While participating in the program, Haley graduated from Okanagan College in May of 2021 earning a Bachelor’s degree in Business Administration with a specialty in finance.

As an associate, she assists clients with administrative requests and is dedicated to continuing her education and furthering her career in the industry. The specific aspects of her position she enjoys the most is the continuous learning, building rapport with clients and her team, and engaging in the investing and financial planning side of the business.

Haley is currently studying for the Canadian Securities Course to expand her education and knowledge in the financial sector. Outside of the office Haley enjoys downhill skiing, playing guitar, and exploring the outdoors. One of her proudest achievements is earning her black belt in karate, while also spending 8 years volunteering as a karate instructor. Haley’s passion for helping people achieve their financial goals contributes to the Hatch Wealth Advisory Group’s devotion to creating positive experiences for clients. Haley’s excitement and dedication are a welcome addition to the team and are communicated with her friendly greetings both in person and over the phone. Haley looks forward to a long career in Finance and with the Hatch Wealth Advisory Group!

Contact us

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