We work together to achieve your goals
Our team of highly qualified investment professionals is here to
support you in managing 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 Wealth Advisor & Portfolio Manager
Jeff has over 25 years of experience in the brokerage industry and is dedicated to helping his clients realize their goals and ambitions.
Jeff has the extensive cash management and fixed income experience needed to help his institutional clientele achieve their goals of safety, income, liquidity,and rate of return.
He graduated from UBC and BCIT. Jeff is passionate about his chosen profession. Jeff holds the following professional designations:
- Chartered Investment Manager (CIM)
- Certified Financial Planner (CFP)
- Financial Management Advisor (FMA)
- Certified International Wealth Manager (CIWM)
- Fellow of the Canadian Securities Institute (FCSI)
- Life Insurance Agent
In his free time, Jeff enjoys soccer, skiing, wine tastings, gym workouts, and traveling with friends and family.
Andrea has worked in the financial industry for over 10 years and has been with National Bank Financial - Wealth Management since 2018. Andrea is fully licensed and helps our team deliver exceptional client service and administration. Please contact her regarding account transactions including payments, transfers, contributions, statement and account queries, and tax queries.
Outside of work, Andrea enjoys gym workouts, travelling with family and friends, reading, and cuddling with Rocky, the family's beloved Yorkie mix.
Kathy Mills has worked in the investment industry for over 21 years and with National Bank Financial for 15 years. She is an SFU graduate, is fully licensed and holds her Options License. Kathy adds depth to our team and is available for any of your account related needs. When she is not at work, Kathy is busy raising her two boys.
