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 Investment Advisor, Portfolio Manager, Senior Vice President
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English, Cantonese

Johnny is a financial professional with over 20 years of wealth management experience and strong industry knowledge. Along with his MBA from Western University, Johnny is a seasoned Certified Financial Planner. He is committed to providing you high quality service and a personal approach to achieve your financial objectives.

Beyond personalizing his clients portfolio construction, Johnny is also a licensed discretionary portfolio manager, and this allows him to promptly adjust your portfolio on your behalf when the market changes to ensure you maximize your financial opportunities in a timely manner.

As a native Vancouverite, Johnny has a well-established network within the local community and can provide you additional resources and support in various fields. He has also worked closely with a number of other organizations such as the United Way, the BC Lions Society, and the Chinatown Lions Club.

Professional designations: MBA, CFP

  • Portfolio Manager
  • Life Insurance Agent
  • Options Licensed
  • Certified Financial Planner
  • In the Community
  • Past President - Board of Directors of Chimo Community Services
Investment Advisor
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English, Cantonese, Mandarin

With extensive local and international banking coupled with experience in lending and financial planning, Tina is widely known among our ultra-high net worth clients for her stellar client service.

With a Master’s degree from Durham University in the UK, Tina also has numerous qualifying certificates with the Canadian Securities Institute (CSI) and certification from the Life License Qualification Program (LLQP). Tina is actively involved in business development strategies for non-resident and new immigrant clients.

Associate Investment Advisor 
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English, Cantonese, Mandarin

Tina Chung has over 35 years of local and international bank experience in lending and wealth management. Prior to joining NBF, Tina was a private client relationships manager where she was recognized as a top performer. As an award-winning financial advisor, Tina always provides excellent customer service to her high-net worth clients, including managing their banking needs, helping them achieve their financial goals, growing their wealth, securing their retirement lifestyle and overseeing their estate planning.   

Senior Advisor PFP
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English, Cantonese, Mandarin

Cecilia is a trusted financial professional with close to 30 years of experience in the banking industry. She has successfully managed and grown various portfolios by delivering intuitive and personalized support with the goal of catering to each client's unique needs. Her expertise in the area of wealth management has garnered her numerous awards.

With professional accreditation in personal financial planning, investment and securities, Cecilia is committed to industry best practices and exemplary customer service.

Jenifer Ngan

Investment Associate
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English, Cantonese

With over 7 years of experience in the Banking industry, Jenifer started her career at HSBC and later joined National Bank Financial to become a licensed Investment Associate specializing in providing professional and high-quality service in trading, managing client accounts and business development.

Jenifer graduated from the University of British Columbia with an Honours Standing and earned her Dean’s List notation in 2009. As a licensed Investment Associate, she has completed a number of qualifying certificates offered by the Canadian Securities Institution (CSI) and obtained her Options license.

Angela Zhou

Investment Associate
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English, Cantonese, Mandarin

Angela transitioned from an intern to a licensed investment associate in 2020. She holds a Bachelor of Commerce (BCom) from the Sauder School of Business. Angela continues to enhance her education through completing certifications by the Canadian Securities Institute (CSI).  As a licensed investment associate, Angela oversees the team in servicing and managing client relationships and accounts. Outside of work, Angela can be seen exploring the food culture of different cities.

Conrad Chan

Investment Associate 
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English, Cantonese, Mandarin

Conrad brings with him over half a decade of experience in the financial industry. As a licensed Investment Associate on the team, he is responsible for portfolio trading, life insurance, client account management, and business development.

Conrad was awarded a Bachelor’s degree from Simon Fraser University with a major in Economics. In addition to his university accreditation, he is certified in trading and financial planning with the Canadian Securities Institution (CSI) and insurance licensing with the Life License Qualification Program (LLQP) as part of the Insurance Council of BC.   

Sue Liu

Investment Associate
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English, Mandarin

Sue graduated from Simon Fraser University with a Masters degree in Science and Finance (Investment Stream). She brings with her a wealth of international learning experience and is fluent in both Mandarin and English. Her outgoing personality and strong communication skills always puts her clients at ease. Her hobbies include her love for dogs,  New Jazz Dance and Piano.  

Contact us

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

 

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