A well‑designed financial life brings clarity, confidence, and intention to every decision. We work with individuals and families to navigate each stage of their financial journey with thoughtful guidance, so decisions are aligned with what matters most, today and over time.
Our team brings over 90 years of combined investment industry experience and specialized knowledge. This experience in combination with leading-edge and unparalleled resources of National Bank Financial Wealth Management, allow us to design an optimal holistic wealth management plan for you. We take pride in providing the best client experience, built on reliability, trust and consistency.
Chad Krahn, Senior Wealth Advisor & Portfolio Manager
Hi, my name is Chad Krahn. I'm a Portfolio Manager with National Bank Financial. I've been fortunate enough to work in the financial services industry for over 30 years. Over that time, I've had the privilege of helping clients navigate their financial journey with confidence and clarity. Outside of the office, I love spending time with my family. I like traveling, playing hockey, skiing, and anything that involves sports. What drives me the most about this business is the people and the opportunity to connect, understand people's different relationships with money, and different perspectives on how the world works and functions. We have the privilege of working with a wide range of personalities and humans, and it's a privilege to do so. It's ultimately the human element that makes this line of work very much worth the time and effort.
Lise Maurier, Senior Wealth Associate
I’m Lise Maurier and I'm a Senior Wealth Associate working with the Krahn Wealth Advisory Group. I have over 33 years of experience in the wealth management industry and can truly say I love my job. Our clients and helping people reach their goals and financial freedom is very rewarding and I love connecting with people and building strong relationships. As our team lead for tax and estate matters, I provide guidance and support to our clients and tax advisors, ensuring their financial well-being and peace of mind. Outside of work, you'll find me outdoors with my dog Grizzly, where I live in the beautiful city of Kelowna. I'm very active in our slo-pitch community, as well as pickleball. I also love to hike and bike, and take in the beauty of all the wonderful things the Okanagan has to offer. I do look forward to meeting you in the future and working with you.
Kari Headley, Senior Wealth Associate
Hello, my name is Kari Headley and I'm a Senior Wealth Associate with National Bank Financial in the Krahn Wealth Advisory Group. I've been in the financial industry for over 27 years, with the majority of this time at National Bank Financial, including the last 13 years working with Chad. Over this time I have developed special relationships with our clients and I truly thrive on providing the best client service possible. I'm fortunate to live in beautiful Killiney Beach in the North Okanagan, just outside of Kelowna, with my husband of 30 years and our pets, two dogs and a cat. I consider myself so lucky to live in an incredibly beautiful place where so many come to spend their vacations. Outside of work, I make the most of this by hiking, kayaking, camping, and generally spending time in the great outdoors, which also happens to be my backyard. I look forward to meeting you and working with you in the future.
Jarrod Murphy, Wealth Associate
I'm Jarrod. I'm a Wealth Associate with the Krahn Wealth Advisory Team at National Bank Wealth Management. I got into this role for, we'll say a few reasons. One of them being, first of all, the passion for the business world and financial services world. Like there's so many different kinds of people you get to work with in this industry and different, for better or for worse, different worldviews, different industries, different careers, and how people made a career for themselves can really vary depending on who you talk to, which, for my insatiable curiosity, it keeps me very interested and engaged in the role I'm in at all times. Being a little earlier into my career, I was able to hopefully develop a client service approach within our team that predicated on that and allows a higher level of client service. Outside of that world, I'm at the gym a lot. I like to golf, MMA, and I got a whole whack of things that I try and keep up with. But truthfully, the business in the financial world is what keeps me going and that's what really connects it all.
You've spent a lifetime building a legacy. Let us help you protect it with intention and put it to work in a way that supports what matters most, today and for generations to come.
Our commitment to helping you achieve your goals, with clarity and intention
Personalized approach to create a holistic wealth management plan
90+ years of combined investment industry experience and specialized knowledge
Transparency about the compensation we receive
Our advice begins with listening. Our priority is to take the time to understand your aspirations, concerns, and unique situation.
After, we work closely with you to develop a holistic wealth management plan that aligns with your personal objectives, risk tolerance, and long‑term vision, without taking unnecessary investment risk.
We continually monitor and adapt it to you as your needs and objectives evolve over time.