National Bank Financial received the highest score in the J.D. Power 2024 Canada Full-Service Investor Satisfaction Study and in the advised segment of the J.D. Power 2025 Canada Investor Satisfaction Studies, which measures the satisfaction of investors who may engage with any financial advisor(s). For J.D. Power award information, visit jdpower.com/awards.
Personalized support
Our team is made up of highly qualified investment professionals with many years of experience in wealth management.
We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.
Discover our company
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
Driving Principles
When I started in this industry I had one overriding goal: to offer clients a complete range of investment products and to combine that with great service. National Bank Financial provides the pathway to those investment products, and my business has been successfully helping clients achieve their financial goals since 2001. My team is committed to providing you with personal and comprehensive service and to deliver an exceptional experience every time you deal with us. I look forward to becoming, and remaining, your Wealth Advisor.
Ranked #1, 2 years in a row
For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.
