Wealth Partners

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 Consultant, Financial Planner
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English, French

Marie has been a financial planner for over 20 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. Marie provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning. As a planner, Marie has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high net worth clients.

Marie obtained her Honours Bachelor of Commerce from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.  

Insurance Specialist
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English

David has been in the financial services industry for over 35 years. Since 1999, he has partnered with National Bank Financial and National Bank Financial Planning to advise and assess client requirements for estate and insurance planning. He brings objectivity, experience, and knowledge of the industry to his role of assisting clients in protecting themselves, their families and their assets by creating net worth through comprehensive offering of life insurance, disability, critical illness, annuities, group and high risk coverage plans.

Insurance Advisor
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English

Brian was born and raisedin the Greater Toronto Area (GTA). Competitive hockey led him to spend time inboth Canada and the United States, as a young adult. Brian entered thefinancial services industry in 2001, and in 2006 founded “Scott InsuranceServices Inc.

Asa business owner himself, Brian relates with fellow entrepreneurs andunderstands that creative, forward thinking strategies that are client-drivenare essential to maintain a competitive advantage. A graduate from YorkUniversity, Brian holds designations as a Certified Financial Planner (CFP) anda Chartered Life Underwriter (CLU), which is Canada’s premier wealth transferand estate planning designation. He is a member of CALU and a qualifying memberof the Million Dollar Round Table with distinguished top of the table honors.

Contact us

Get contact information for our team members and find out where our offices are.

 

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