Our financial advisors | Krahn Wealth Advisory Group | National Bank Financial

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

Chad Krahn, CFA

Senior Wealth Advisor & Portfolio Manager

English

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.

Meet Chad

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, CIM®

Senior Wealth Associate

English

With an impressive 33 years of experience in the financial industry, Lise is a highly skilled and dedicated licensed Senior Wealth Associate. She 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 team lead for tax and estate matters, Lise provides guidance and support to our clients and tax advisors by preparing documents and answering questions, 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.

Meet Lise

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

English

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.

Meet Kari

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

English

Jarrod established himself in the financial services industry at a young age and brings nearly four years of experience to his role. During this time, he has developed a deep passion for financial services and a genuine commitment to delivering exceptional client care. Known for his curiosity and business‑minded approach, Jarrod enjoys diving deep into understanding what drives a business and how to best support clients’ objectives.

Although early in his career, Jarrod’s proactive and personalized approach to client service has helped him build a reputation for developing intimate and meaningful relationships as well as exceeding client expectations through a thoughtful understanding of their needs.

Outside the office, Jarrod leads an active lifestyle and can often be found playing hockey, training at the gym, running, practicing MMA and boxing, golfing, or spending quality time with friends and family. He is also deeply committed to giving back to the community, having gained experience in the non‑profit sector by organizing a charity event in 2024 in collaboration with Helen’s Acres Community Farm and the Metro Hub Homeless Care Center.

Meet Jarrod

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.