Meet our team

Professionals who listen to your needs.

We work together to achieve your unique vision

As a member of the National Bank Financial - Wealth Management team, we can draw on more than a century of know-how and the resources of one of Canada's largest financial groups.

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.

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Honours and distinctions 

Honours and Distinctions:

  • 2021 Awards of Excellence - Portfolio Management Award for Ontario
  • 2018 Awards of Excellence - Portfolio Management Award for Ontario
  • 2017 Awards of Excellence - Portfolio Management Award for Ontario
  • 2016 Awards of Excellence - Investment Advisor of the Year for Southwest Ontario
  • 2014 Awards of Excellence - Investment Advisor of the Year for Southwest Ontario
  • 2013 Awards of Excellence - Investment Advisor of the Year for Southwest Ontario

Our team of experts

Wealth Advisor & Portfolio Manager

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English

Born and raised in Windsor, Craig has been working with individual and institutional investors in Windsor and Essex County for over 30 years. Craig strives to ensure our team’s portfolio management excellence and commitment to the highest professional and ethical standards.

Craig is a Bachelor of Commerce graduate of the University of Windsor where he majored in Finance and Economics. Following graduation, he seized an opportunity to train in the area of Investment Management in Toronto and was recruited by TD Bank Group to open the TD Evergreen branch in Windsor. TD Evergreen is now known as TD Wealth Private Wealth Management. Starting as the only employee, Craig grew the TD Evergreen presence to over a dozen employees and was eventually recruited by National Bank Financial (NBF).

During his time with NBF Craig has obtained the prestigious designation of Portfolio Manager. A Portfolio Manager specializes in high-level investment strategies tailored to affluent clients and has the ability to conduct discretionary portfolio management services on behalf of their clients.

Throughout Craig’s career, he has prided himself on getting to know his clients, understanding their individual circumstances, and providing them with the most important thing a Portfolio Manager can - Peace of Mind. Outside the office, more than anything Craig’s source of pride is his 2 daughters who are off pursuing their dreams.

Youssef Haidar

Wealth Associate

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English, French, Arabic & Spanish

Youssef coalesces financial data and facts into information to help service the Mallender Wealth Management Group's investors. He assists our investors with portfolio analyses, asset allocations and financial services. He aspires to form and maintain positive relationships based on trust and dependability with all he comes in contact with.

Youssef is enjoys an active lifestyle filled with sports, hiking and travelling.

At the core, He is an insightful person who is interested in the "why" just as much as the "what". A person who believes that we do ourselves the most good, by doing something for others. A person striving to be better today than he was yesterday.

Josie Lo Mascolo

Associate

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English

Josie recently graduated from the University of Windsor, where she earned an undergraduate degree in Honours Business Administration with a Finance specialization and a minor in Economics. As an Associate, she is dedicated to making each clients experience as positive as possible. She is eager to assist the team with their daily operations to ensure that all needs are being met.

Outside of her work at National Bank, Josie provides care to individuals with Autism as a personal support worker. In her spare time, Josie enjoys cooking, working out, and spending time with her friends and family. She also enjoys playing soccer, hiking, and traveling. Josie’s favourite travel destination is Vancouver, BC.

Marlene Wilkinson

Wealth Associate

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English

Marlene has over 20 years of experience in the financial industry, working in various roles.  These include Financial Advisor at Edward Jones and CIBC, and Insurance Agent at American Life Insurance Company.

She finds satisfaction in helping people understand products and services to increase their financial literacy. Her key motivations in the industry include delighting clients with exceptional service and helping women take an active role in managing their finances for success.  As a Wealth Associate at NBF, she supports the team with efficient processes for the administration of client portfolios to ensure that the service level exceeds clients expectations.

In her spare time she enjoys spending time with her daughter and friends, gardening, and traveling.

Our Address, Hours & More

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