Meet our team

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 Wealth Advisor & Portfolio Manager
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English

Joe has been helping clients like you achieve your financial goals since 1993. His innovative, structured, and disciplined approach to investing provides an effective strategy that’s proven to attain your financial goals and objectives.

Joe earned his Bachelor of Commerce Degree from the University of British Columbia, after which he joined Canada’s largest credit union, first as lending specialist, and then as a Certified Financial Planner(CFP).  Joe moved to a global banking group in 1996, where he was appointed Manager of Investment Services. Through his ability to develop a substantial, loyal client base, Joe was invited to join their Private Client Services division in 2000.  Since then, he has continued to build his practice, becoming part of the National Bank Financial group in 2012, where he is now a Vice-President of the organization. 

Joe is a Fellow of the Canadian Securities Institute (FCSI), the most respected and trusted designation in the financial services industry and one that reflects the greatest demonstrated abilities and highest ethical standards.  He is also a licensed Portfolio Manager, a designation based on education, experience, and quality of business, earned only by a select group of Wealth Advisors in Canada.  This provides him with the ability to manage qualifying clients’ portfolios on a discretionary basis through a portfolio mandate tailored to their needs.

Joe is known and respected in the industry for his integrity and is considered a leader among his peers.  Joe Milic Wealth Management Group currently advises on over 200 households, corporations, and philanthropic organizations.

Ruby Dial

Senior Wealth Associate
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Ruby has over 15 years of experience in the financial industry.  Over that time, she has built a strong knowledge base and developed an exceptional record of client service. 

Dedicated to excellence in client service, Ruby assists in monitoring client portfolios and serves as a key point of contact for our clients' enquiries and ensures that our clients' needs are met efficiently.  As a Licensed Associate, she also assists with the implementation of client portfolios, trade execution and retirement planning solutions

Leon Lau

Associate
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Leon has 30 years of experience in the financial services industry.

Leon handles the team's client service responsibilities, including preparing and maintaining client account documentation and assisting with the day to day operational functions of the team.

 

Our partners

Carla Norris CFP

Senior Advisor, Financial Planning & Advisory Services
National Bank Financial - Wealth Mangement

Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 19 years. As a financial planner, she has worked exclusively for fee-only financial planning firms. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning. Carla enjoys the challenge of capturing the many details to be considered when making difficult financial planning decisions, and then making those decisions easy for clients to understand.

Carla is a Certified Financial Planner (CFP). She is a member in good standing of the Canadian Institute of Financial Planners and received the prestigious Fellow of FPSC distinction in 2013.

Carla also volunteers within the financial planning community. She is a member of the Financial Planning Standards Council's FPE1 Panel of Examiners and the Certification Scheme Committee. She served for a number of years on the board of the British Columbia Chapte of the Retirment Planning Association of Canada, until its recent merger with the Canadian Institute of Financial Planners (CIFPs).

Dave Pettenuzzo B.Com. CFP CLU CH.FC RHU

Insurance Advisor & Financial Planner
National Bank Insurance Firm

Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm. He is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter. Dave has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.

Dave has successfully been assisting NBF Investment Advisors and their clients with their Insurance and Estate Planning needs since Spring of 2008. His approach is to provide clear and prudent solutions which benefit the client and help solidify their overall financial plan.

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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