Meet our team

Over the years, the life insurance industry has undergone dramatic change, the extent of which many individuals fail to realize. In knowledgeable hands, today’s extensive portfolio of life insurance products can be utilized to provide solutions to a broad array of areas, including family, business and charitable planning.

Brian graduated from York University, and entered the financial services industry in 2001. He holds designations as a Certified Financial Planner (CFP)and a Chartered Life Underwriter (CLU), which is Canada’s premier Wealth & Estate Planning designation. He is a member of CALU and a qualifying member of the Million Dollar Round Table with distinguished top of the table honours.

As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.

Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.

She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.