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

Wealth Advisor

Speech bubble picto


I chose to pursue a career in the Investment Industry in 1987 after graduating with a Honours Bachelor of Arts Degree in Economics from the University of Toronto.

I became a Wealth Advisor in 1998 and focussed on working with Managed Money. In 2003, I acquired my Certified Financial Planner designation (CFP) specializing in wealth management and financial planning.  I also obtained my Life Insurance Licence in March 2002 to continue to add value for my clients.

For over 16 years, I have been a trusted family Advisor for my clients and have had the opportunity to work with 3 generations of family members. As a Wealth Advisor my approach starts with the development of a comprehensive financial plan outlining long-term financial goals and the steps to get there. As part of this plan, appropriate investment products is key.  Insurance, tax consequences and estate planning are considerations that are also integral to this process. 

My goal is to help clients work towards long term financial freedom and peace of mind.

On a personal side, I have been married for over 30 years and am a proud mother of a 21 year old daughter and a 17 year old son.  My other interests include travelling, reading, and being a “hockey mom”.  I enjoy spending time at hockey arenas watching my son play hockey.

Our Partners

Marie-Claude Blanchet

Senior Financial Planning Consultant

National Bank of Canada

Speech bubble picto


Marie has been a financial planner for over 20 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. Marie provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning.  As a planner, Marie has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high net worth clients.

Marie obtained her Honours Bachelor of Commerce from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

David Rowe

Insurance and Estate Planning Specialist

National Bank Insurance Firm

Speech bubble picto


David has over 40 years of Banking and Insurance experience. Specializing in Advanced Estate Planning, Business Succession and Personal Lines of Insurance coverage has permitted him to assist a wide variety of individuals. He works primarily with Executives, Professionals and Business Owners, providing succession, conservation and other protection strategies.

David started his career with Scotiabank, holding senior positions both nationally and internationally before joining Confederation Life as an agent in 1981. He achieved the Top Rookie Award (Canada), Top Sales Manager (Canada) and Top Regional Manager (Canada) before leaving to set up his own Managing General Agency. His Agency, Wealth Insurance Group Inc., has been a Partner of National Bank Insurance Firm (and its predecessor) for the past 16 years.

Over the years, his methodical and detailed approach in uncovering exactly what the client wishes to happen to their estate, has led to many successful action plans and satisfied clients.

Christine King, J.D., TEP

Senior Advisor, Estate Planning

National Bank of Canada

Speech bubble picto


As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.

Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.

She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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