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.
Kim joined National Bank Financial in 2001, and became a fully licensed wealth associate shortly thereafter. From tracking the flow of funds to executing transactions, her responsibilities play a significant role in all aspects of account management. She has earned the acknowledgement of colleagues and client for her professionalism, attention to detail and courteous disposition
Alessandra joined our team in 2022 as a Senior Analyst shortly after completing the Canadian Securities Institute licensing requirements. Her role is to provide support and advice for every client relationship, from keeping abreast of each individual’s personal circumstances and objectives to helping build and monitor our model portfolios.
She has earned a Bachelor of Commerce degree and a Chartered Professional Accountancy graduate degree, both from Concordia University, as well as a certificate in Real Estate Investment from New York University. In her free time, she stays active practicing a variety of sports, most especially running, skiing and tennis.