Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals are 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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Chad brings nearly three decades of investment experience to our team.  This wealth of experience has helped him guide clients through the many intricacies of the financial markets. Throughout his career, Chad has held various senior roles in private client advice and financial product distribution and construction.  Chad leverages this experience to provide exceptional client service, ensuring clients reach their long-term goals and objectives.

Before joining National Bank Financial, Chad served as Vice President of Structured Solutions for Merrill Lynch Canada’s Capital Markets Group. His passion for finance is evident through his academic achievements, including a Bachelor of Commerce in Finance from the University of Calgary and a CFA designation, which is recognized as one of the most prestigious credentials in the financial industry.

Outside of his professional commitments, Chad leads a vibrant and busy life with his three children. Whether he's at the hockey rink with his kids, on a local ski hill, or enjoying a round of golf, Chad makes the most of his time with his family. During the summer months, they love spending time on the beautiful Okanagan Lake.

Chad is also deeply committed to giving back to his community. He actively contributes to the Central Okanagan Food Bank and several children's sporting groups, demonstrating his passion for making a positive impact.

Lise Maurier, CIM®

Senior Wealth Associate

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With an impressive 33 years of experience in the financial industry, Lise is a highly skilled and dedicated Senior Wealth Associate. She holds a full securities license and has earned her CIM designation, showcasing her expertise and commitment to her profession.

Lise is known for her exceptional organizational skills and self-motivation, which enable her to deliver high levels of customer service consistently. She excels at connecting with people and building strong relationships, making her an invaluable asset to our team. As our in-house tax and estate specialist, she provides invaluable guidance and support to our clients and tax advisors ensuring their financial well-being and peace of mind.

Outside of her professional life, Lise enjoys spending her free time outdoors with her dog. She resides in the beautiful city of Kelowna, where she actively participates in slo-pitch, pickleball, and golf. Additionally, she has a passion for hiking and biking, embracing the natural beauty of her surroundings.

Lise's dedication to her clients, her ability to build meaningful connections, and her love for the outdoors make her a well-rounded and respected member of our team.

Kari Headley

Senior Wealth Associate 

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With over 27 years of experience in the financial industry, Kari is a seasoned professional who excels at connecting with clients on a personal level and developing lasting relationships. Her dedication to understanding and meeting the unique needs of each client has earned her a reputation for exceptional service and trustworthiness. Kari has been married to her husband of over 30 years and shares her home with two dogs and a cat, adding warmth and joy to her life. Outside of her professional endeavors, Kari loves spending time outdoors. She enjoys gardening, camping and embracing the beauty of nature.

Her passion for the outdoors reflects her energetic and positive approach to life.

Kari's personal touch makes her a valued member of our team.

Jarrod Murphy

Associate

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Jarrod established himself in the financial services industry early in his career. Ambition and an open mind led him to develop a passion for financial services, striving to address the financial education crisis by helping one family at a time. Jarrod builds upon two years of industry experience and four years of ongoing university studies at the University of British Columbia. His philosophy centers on a service-driven approach to financial advisory, delivering exceptional customer care and results that not only help clients reach their long-term goals but also prioritize their overall well-being.

Outside the office, Jarrod leads a busy life. You can find him on the ice playing hockey, frequenting the gym, training in MMA and boxing, on the golf course, or spending time with friends and family. He also spends his free time reading and making music. Jarrod finds great fulfillment in giving back to the community, having gained experience in the non-profit sector by running a charity event in 2024 in collaboration with Helen’s Acres Community Farm and the Metro Hub Homeless Care Center.

  • Over four years of ongoing studies in the Bachelor of Business Management program at the University of British Columbia
  • Licensed Insurance Advisor in both Life and Accident & Sickness Insurance
  • 2023 and 2024 Deputy Vice Chancellor Scholarship Award with UBC

Contact us

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