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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Simon graduated from the University of Victoria with a degree in History and Economics. In 2001 he started with National Bank Financial and teamed up with Bryan Holyk. After completing his Certified Investment Manger designation he also became Options licensed and was responsible for developing trading strategies and securities analysis. Today, he chairs the Investment Committee and is lead manager on the team’s Fixed Income mandate. Over the years, Simon has come to recognize the importance of wholistic wealth management. To that end, he has worked extremely hard to recruit top talent and ensure that the team has expertise to cover client’s every financial need. He recognizes that client’s needs are increasingly complex and it is more important than ever to provide the client with 360 degree coverage.

When not working hard at the office Simon is working even harder to be a good husband and father to four young children. He enjoys getting outside and taking part in all the outdoor recreational opportunities BC has to offer. Over the years, Simon has also played an active role in the community with his charitable giving, volunteering, and has been a significant contributor to various soccer clubs in Vancouver as director, coach, and player.

Awards

  • 2021: Report on Business Shook Canada's Top 150 Wealth Advisor in Canada - Simon Doran
    • Rank 79th in Canada
    • Rank 2nd in Bristish-Columbia under National Bank Financial - Wealth Management
  • 2020 – Award of Excellence, Private Portfolio of the Year, National Finalist 
  • 2011 - Award of Excellence, Best Asset Growth, National Finalist
  • 2010 - Award of Excellence, Portfolio Management Excellence Award, West Coast Winner
  • 2009 - Award of Excellence, Wealth Advisor of the Year Award, West Coast Winner

 

Senior Wealth Advisor & Portfolio Manager
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Bryan began his financial career in 1986 then after earning a Bachelor of Science degree in Business Administration and three days after stock market crash of 1987, he started at Richardson Greenshields as a wealth advisor. He was appointed as a Vice President shortly before RBC Dominion Securities took the firm over in 1996. In 1999, he joined National Bank Financial and teamed up with Simon Doran. Together they built one of the most successful leading teams in the firm that now has nine members. Bryan continued his education in the financial and investing field through numerous industry courses. He has earned the professional designations of CIM (Canadian Investment Manager) and FCSI (Fellow of the Canadian Securities Institute) - described as one of the most demanding designations in the industry.  Bryan specializes in equity research and strategy and is currently the lead manager for the team’s Equity mandate. He has always been committed to service and ensuring that clients are well taken care of in every facet of their financial lives.

When not in the office Bryan can be found in his hobby shop working on metal art and fabrication projects.  He likes to escape to his cottage in Bowser for some “island life” with his dog Elmo where he has worked to protect and preserve the local fishery and ocean waters.  Bryan supports the Canadian Cancer Society.

Awards

  • 2020 – Award of Excellence, Private Portfolio of the Year, National Finalist 
  • 2011 - Award of Excellence, Best Asset Growth, National Finalist
  • 2010 - Award of Excellence, Portfolio Management Excellence Award, West Coast Winner
  • 2009 - Award of Excellence, Wealth Advisor of the Year Award, West Coast Winner
Wealth Advisor & Portfolio Manager
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Berent joined the Holyk Doran Wealth Management Group in 2013. He attended the Sauder School of Business at the University of British Columbia where he earned a degree in Commerce. He has earned the professional designation of Certified Investment Manager and is also Option Licensed. Berent specializes in portfolio management, identifying investment opportunities, developing trading strategies and client engagement.

Wealth Advisor & Portfolio Manager
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Andrew was a tennis professional at Shaughnessy Golf & Country Club for four years while completing his BRM and receiving his diploma in Kinesiology. He then studied finance while playing NCAA tennis in California. He joined National Bank Financial in 2015 and focuses on client account management for the Holyk Doran team. Andrew has his designation as a licensed Portfolio Manager.

Justin Pettenuzzo

Investment Analyst
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Justin is a national level Ultimate Frisbee player, with a passion for finance and wealth management. He is currently finishing off his Bachelor of Commerce degree at the University of Victoria where he captains the men’s Ultimate team. Justin joined the Holyk Doran Wealth Management Team at National Bank Financial as an Investment Analyst and is eager to contribute to the exemplary returns the team has generated over last 20+ years.

Sarita Ruggiero

Senior Wealth Associate
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Sarita is a licensed Senior Wealth Associate and has been in the industry since 1997. She has gained vast in-depth knowledge of investment operations and client management through her years of experience and continued education.  In 2004 she was appointed Branch Administrator at TD Private Wealth Management where she earned Branch Administrator of the Year Award. She accepted an exciting opportunity to join National Bank Financial in 2006 working alongside the Branch Manager.

Sarita joined the Holyk Doran Wealth Management Group in February 2015. This move was instrumental allowing her to focus on her passions, creating strong client partnerships where she received recognition into the Wealth Management Elite Club for Associates in 2016. Her focus and responsibility are in the management of client relationships and administrative operations.

 

Sarah Cornell

Senior Wealth Associate
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Sarah is one of our Senior Wealth Associates and has been in the investment industry for 22 years, 17 of those years working directly with the Holyk Doran Wealth Management Group. She deals with the administrative needs of clients ensuring that clients receive the best possible service. As a result of her commitment to client service Sarah was one of the few to ever be awarded Wealth Management Elite Club status for Associates twice in 2015 and 2019.  Sarah has long had a passion for riding horses and took a recent sabbatical to pursue her interest in Equine Studies. She loves to spend time with her husband and 2 young boys and can often be found on the soccer pitch watching her sons play.

Nancy Moon

Wealth Associate
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Nancy is a Certified Financial Planner licensed Wealth Associate starting her career at National Bank Financial in 2003. She moved to TD Wealth Management and on to BMO Nesbitt Burns before returning to National Bank Financial in 2016. At that time she joined the Holyk Doran Wealth Management Group and became licenced as a Certified Financial Planner to help clients achieve their financial goals.

Shauna Wall

Wealth Associate
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Shauna was previously with Canadian Western Bank where she worked as a Loan Administrator for 5 years and joined the Holyk Doran Wealth Management Group in May of 2017. Soon after she became licenced as a Wealth Associate and has become an integral part of the team. She continues to provide support us on the client service front, adding to our depth of talent in that category.

Amy Breuers

Wealth Associate
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Amy has been with Holyk Doran Wealth Management since 2019. She graduated in 2016 from Acadia University in Nova Scotia with a Bachelor of Science in Nutrition. She recently became licensed as a Wealth Associate. Amy provides support to the team through administration of clients’ accounts and ensures the efficient execution of the team’s daily operations.

Our collaborators

Manijeh Moieni, J.D.

Senior Estate Planning Advisor
Natinal Bank Financial - Wealth Mangement

Carla Norris, CFP

Senior Advisor, Financial Planning & Advisory Services
Natinal Bank Financial - Wealth Mangement

Cori Timmons

Estate & Insurance Advisor
National Bank Insurance Firm

  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.