Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team is here to help you manage your wealth. We will help you choose the solutions 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.

Your wealth management team

Senior 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! 

Samantha Sheppard

Wealth Associate

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Sam has been a colleague at National Bank Financial since 2016. She is a licensed Wealth Associate who has completed her Canadian Securities Course. She loves learning and continues to expand her knowledge in the financial industry. She delights in providing great client service and tackling new challenges. Her sunny optimism and hardworking attitude make her a great addition to the team. Sam grew up in Kelowna and returned after getting her Bachelor’s degree in Political Science and Economics at UBC Vancouver. She enjoys travelling and learning new languages, and has studied French, Spanish, Japanese and Mandarin (not that she remembers it all!). She also has extensive experience volunteering with Emergency Services, most recently with Central Okanagan Search and Rescue (COSAR). In her spare time, Sam enjoys reading, hiking, camping, and going on extended road trips with her husband, two young sons, and dog (while the cat stays home and looks after the house!).

Haley Stevens

Wealth 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. 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 has completed the Canadian Securities Course, and Conduct and Practices Handbook, and plans to continue expanding 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 excitement and dedication are a welcome addition to the team and are communicated with her friendly greetings both in person and over the phone. 

Stacy Litz

Associate

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Stacy has been a part of the National Bank Financial team since 2015. Stacy is a skilled Associate 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. 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 makes her a pleasure to work with. Stacy is always looking forward to working with our clients, new and existing, and injecting humor where she can!

Our Partners

Our financial advisors | Hatch Wealth Advisory Group | National Bank Financial - Wealth Management
Photo de Patrizio Visino, Premium Banker

Patrizio Visino, MBA

Premium Banker

National Bank of Canada
 

Patrizio, Swiss and Italian citizen, joined National Bank in 2020 with over 15 years international experience in South-East Asia and Europe. Patrizio has an MBA degree in Management of Technology from Swiss Federal Institute of Technology in Lausanne. Speaking fluently French, English, Italian, German and Spanish, he works closely with Wealth Advisors from the Okanagan, helping clients with their banking and financing needs to achieve their financial goals. His client relationship approach and his professionalism are part of the cornerstone of the clients wealth management strategy success.

Our financial advisors | Hatch Wealth Advisory Group | National Bank Financial - Wealth Management
Photo of Bryan Ference, Insurance Advisor

Bryan Ference, CLU, CHS, EPC

Insurance Advisor

National Bank Financial 

Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.

Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide  individualized, intelligent solutions for their clients and prospects.

Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.

Our financial advisors | Hatch Wealth Advisory Group | 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 | Hatch Wealth Advisory Group | 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.

  1. 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.
  2. 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.

Contact us

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