Shawn has been in the wealth management industry for 24 years and started his career with Merrill Lynch Canada. He previously worked with HSBC Securities Canada for 10 years, before being bought by National Bank Financial. Married with two children, he graduated from the University of Calgary with a Bachelor of Arts degree in Economics.
We work together to achieve your goals
Our team of experts
Florrie Chen
Wealth Associate
English, Cantonese and Mandarin
Florrie started her career at NBF in 2021. She is a skilled communicator fluent in English, Cantonese, and Mandarin. Her linguistic abilities enable her to connect with clients from diverse backgrounds. Florrie’s outgoing personality and friendly demeanor make her an excellent team player. She has a keen eye for detail and is known for her meticulous approach to her work. Outside of work, Florrie is an avid film enthusiast who enjoys exploring movies across a wide range of genres.
Anita Kwong
Wealth Associate
English and Cantonese
Anita is fluent in Cantonese, with over 20 years of experience in the wealth management industry. Outside of work she has a passion for travel and the arts, embracing opportunities to experience different cultures and discover new cuisines along the way. Her most memorable adventure was trekking through Nepal to the Mount Everest base camp.
Our partners
Connie Hykaway, B.Comm, LL.B, TEP
Senior Advisor, Estate Planning2
National
Bank Financial
Connie holds a Bachelor of Commerce degree with a major in Accounting as well as a Bachelor of Laws degree from the University of Alberta. She is a member of the Law Society of Alberta and the Canadian Bar Association and she has her Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners. With over 20 years experience in providing estate planning assistance to affluent clients, Connie provides detailed information so clients can make well-informed decisions based upon their personal, financial and tax situations, their personal priorities and the needs of their estate. Her goal is to help clients achieve peace of mind by knowing that their affairs are in order.
Sue Chowdhry
Premium Banker
National
Bank of Canada
Sue is a Premium Banker specialized in delivering tailored banking and lending solutions to high value clients. With a Master of Commerce in Finance, she brings strong analytical expertise in lending products and strategies.
Sue is known for her proactive service approach, building trusted client relationships and providing personalized solutions that supports long term financial success. She takes time to understand each client’s unique needs, ensuring they receive holistic and prompt support that enhances their financial well being and long-term goals. Sue’s commitment to excellence, strong problem-solving skills and deep understanding of premium segment needs make her a reliable partner.
- 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.
- 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.
