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

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With over 20 years of investment industry experience, Jason Jovellanos is an Wealth Advisor and Portfolio Manager at National Bank Financial. One of Jason's core beliefs is to continue to build on his body of knowledge for the benefit of his clients.

Jason holds a Bachelor of Arts degree from the University of Toronto and has completed progressive levels of education in financial management, such as the Financial Management Advisor course along with the Technical Analysis and Life Underwriters exams.

Having achieved his Portfolio Manager Designation by completing the Canadian Investment Management Program, Jason knows that his commitment to continuing education helps him stay "ahead of the curve".

Jason is aware that his industry is constantly changing as are the needs of his clients. Only those professional advisors that are able to adapt will be capable of delivering the top-notch service and guidance clients should expect.

Jack Murphy

Investment Associate
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Jack has been working with Jason's team since September of 2017. He is responsible for the administration of the team. He is currently completing his CFA designation and is passionate about investing. He is  is always willing to help deliver timely and highly tailored customer service.

Contact us

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

 

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National Bank of Canada Support Line 

1 800 361-8838

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Jason Jovellanos 

Wealth Advisor 

jason.jovellanos@nbc.ca

Jack Murphy

Investment Associate

jack.murphy@nbc.ca

Lynette Vaz

Branch Administrator 

lynette.vaz@nbc.ca