- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
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 & Portfolio Manager
Senior Wealth Advisor & Portfolio Manager
Chloe Ardelian
Investment Analyst
Theresa Swain
Senior Wealth Associate
Associates and partners
Sakine Rahim
SR. Personal Banker
National Bank Financial Banking Center
Craig Pawlychyn
SR. Private Banker
National Bank Financial Banking Center
Connie Hykaway
SR Advisor, Planning & Taxation
National Bank Trust
Cori Timmons
Estate & Insurance Advisor
National Bank Insurance Firm
Steve Melling
Estate Planning & Insurance Specialist
National Bank Insurance Firm
Sheila Babineau
Account Officer
Private Banking 1859
Our involvement in the community
Fund raising
COMING SOON!
Volunteering
COMING SOON!
Events
COMING SOON!
