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 Wealth Advisor & Portfolio Manager
English
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.
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.
Andrea Scoten
Wealth Associate
English
Andrea is a licensed Wealth Associate and has worked in the financial industry for over 10 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. Please contact her regarding account transactions including payments, transfers, contributions, statement and account queries, tax queries and other account transactions.
Andrea enjoys gym workouts, traveling with family and friends, reading and cuddling with Rocky, the family's beloved yorkie mix.
Kiana Farrokhi
Wealth Associate
604-541-4942
English, Farsi
Kiana is a licensed Wealth Associate and has worked in the financial industry for 5 years. She has been with National Bank Financial since 2021.
CREDENTIALS:
Canadian Securities Course (CSC)
Conduct & Practices Handbook (CPH)
MSc Business Lakehead University
Kiana helps our team to deliver exceptional client service and administration. Please contact her regarding account opening, documentation, tax reporting and to set up review meetings.
Outside of work she enjoys hiking, walking, biking and camping with her husband Ali who also works for National Bank of Canada. Kiana is also an avid reader.
