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
Vice President, Investment Advisor, Portfolio Manager
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Jeff has over 20 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.
Jeffrey Scoten was awarded the National Bank Financial Wealth Management Regional award of excellence for portfolio management excellence in 2018. This distinction exemplifies the very best risk adjusted returns for client portfolios.
A National Bank Financial Wealth Management President's Club member and graduate 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.
Senior Investment Associate
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Susan is a Senior Associate and has worked in the brokerage industry for over 30 years. She has been with National Bank Financial since 1999.
CREDENTIALS:
Canadian Securities Course (CSC)
Conduct & Practices Handbook (CPH)
Options Licensing Course (OLC)
Sue's priority is to deliver an unrivalled standard of customer service. She is the winner of the NBFWM Elite award in 2016.
Please contact her regarding: quotations, stock trading, statement or account queries, tax queries, & other account transactions.
Always striving to find balance in her busy life, Sue enjoys gardening, active workouts, and cooking for her large family.
Investment Associate
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Andrea is an Investment Associate and has worked in the brokerage industry for over 7 years. She has been with National Bank Financial since 2018.
CREDENTIALS:
Canadian Securities Course (CSC)
Conduct & Practices Handbook (CPH)
B.A. SFU
Andrea helps our team to deliver exceptional client service and administration.
