Meet our team

Professionals who care.  Because bad advice can be expensive.

We work together to achieve your goals

If you own an automobile you may routinely visit a mechanic for maintenance and repairs.  However you may come across a situation where the mechanic is unable to assist (dent repairs, chipped paint, torn upholstery etc.)  In these situations you would visit a specialist who understands your needs along with the intricacies involved with the solution.

Insurance, legal issues (wills, powers of attorney, trusts), banking solutions and complex financial plans deserve the touch of a specialist as opposed to a jack-of-all-trades.

We work alongside professionals from all aspects of the wealth management field to ensure you receive the solution you deserve.

Our team of experts

Investment Advisor & Portfolio Manager
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Mark Massullo, FMA CIM
National Bank Financial Wealth Management
Investment Advisor & Portfolio Manager

With a client-first attitude, Mark has developed a loyal clientele because he is accessible, informed and consistent.  He believes that your personal success will come from an open & honest relationship with realistic expectations that will provide certainty in an uncertain world.

Mark began his career at National Bank Financial in 1999 after graduating with a Business Diploma from Camosun College.  During his tenure Mark has obtained the Financial Management Advisor (FMA) and Canadian Investment Manager (CIM) designations to exhibit his proficiency and adherence to professional standards.  Mark is a licensed Investment Advisor and Portfolio Manager serving clients in BC, Alberta, Ontario & Quebec.

As a Portfolio Manager, Mark joins a select group of Advisors who can offer discretionary management services to their valued clients.  The ability to make real-time decisions, without obtaining pre-trade consent for each transaction, is an important factor to reduce risk during periods of extreme market volatility.

Mark and his wife Jennifer are the proud parents of two children, Ella (age 9) & Teo (age 7).  With personal and professional roots firmly established, the Massullo Wealth Management Group was formed to provide the tools necessary to achieve your financial success.

 

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Nyles graduated from the University of Victoria (UVic) with a Bachelor's Degree in Economics with a focus on the principles of market supply/demand, cost-benefit analysis, and economic policy. Nyles is working toward the completion of his Canadian Securities Course and Investment Industry Regulatory Organization of Canada (IIROC) licensing requirements.

Outside the office, Nyles is an accomplished tennis player, having played Division 1 Men's Tennis for the University of Nevada-Reno, USA, prior to returning home to UVic. Nyles also enjoys playing classical guitar, biking, skiing, and traveling abroad.

Our Partners

Senior Advisor, Financial Planning & Advisory Services
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Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years.  As a financial planner, she has worked exclusively as a fee-only financial planner. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning.  Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial planning decisions, and then making those decisions easy for clients to understand. 

Carla is a Certified Financial Planner (CFP).  She is a member of the Canadian Institute of Financial Planners and the Estate Planning Council of Vancouver.  She received the prestigious Fellow of FPSC distinction in 2013. 

 

Senior Advisor, Estate Planning
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Manijeh was called to the Bar of British Columbia in 1996 and as a result, has accumulated diverse professional experience, which includes working with prestigious Vancouver law firms, building her own law practice as well teaching law through the Law Society of BC and Langara College.

She prides herself on strategic planning coupled with insight and sound judgement to identify core issues andprovide relevant information.

Her philosophy is simple - she sincerely cares about clients, their issues, and results.

Manijeh offers a unique combination of professional experience and business acumen with the ability to interact productively with a broad range of personalities and cultures as well as builds long-term business relationships – all while maintaining a commitment to excellence. 

Financial Planner and Insurance Specialist
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Dave has successfully been assisting NBF Investment Advisors and their clients with their Insurance and Estate Planning needs since the Spring of 2008.  His approach is to provide clear and prudent solutions which benefit the client and help solidify their overall financial plan.

Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm.  He is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter.  Dave has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.

Disclaimer:   Ancillary services such as lending and risk planning are provided by affiliated companies such as National Bank of Canada and National Bank Insurance Firm Inc. These products are not protected by the Canadian Investor Protection Fund [CIPF].

 

Contact us

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