Meet our team

Haley began her journey at National Bank Financial in May of 2020 after she was selected to participate in the National Bank Women’s Student Mentorship Program. This program was created to help introduce female students to a career in finance. While participating in the program, Haley graduated from Okanagan College in May of 2021 earning a Bachelor’s degree in Business Administration with a specialty in finance. The specific aspects of her position she enjoys the most is the continuous learning, building rapport with clients and her team, and engaging in the investing and financial planning side of the business. Haley has completed the Canadian Securities Course, and Conduct and Practices Handbook, and plans to continue expanding her education and knowledge in the financial sector. Outside of the office Haley enjoys downhill skiing, playing guitar, and exploring the outdoors. One of her proudest achievements is earning her black belt in karate, while also spending 8 years volunteering as a karate instructor. Haley’s excitement and dedication are a welcome addition to the team and are communicated with her friendly greetings both in person and over the phone. 

Sam has been a colleague at National Bank Financial since 2016. She is a licensed Wealth Associate who has completed her Canadian Securities Course. She loves learning and continues to expand her knowledge in the financial industry. She delights in providing great client service and tackling new challenges. Her sunny optimism and hardworking attitude make her a great addition to the team. Sam grew up in Kelowna and returned after getting her Bachelor’s degree in Political Science and Economics at UBC Vancouver. She enjoys travelling and learning new languages, and has studied French, Spanish, Japanese and Mandarin (not that she remembers it all!). She also has extensive experience volunteering with Emergency Services, most recently with Central Okanagan Search and Rescue (COSAR). In her spare time, Sam enjoys reading, hiking, camping, and going on extended road trips with her husband, two young sons, and dog (while the cat stays home and looks after the house!).

Stacy has been a part of the National Bank Financial team since 2015. Stacy is a skilled Associate in the financial industry, providing personalized client service and detailed administration. Her communication skills, client service abilities, and wealth management understanding help contribute to our exceptional service to our valued clients and their families. Stacy was recently nominated for National Bank Financial’s Elite club, a distinction that honors exceptional Associates of the firm. Stacy is interested in continuing her education in the financial industry and is currently studying to pass the Canadian Securities Course. She has spent time organizing charitable fundraisers, bodybuilding, hiking, and teaching Fitness classes. Her interests also include playing hockey, snowboarding, scuba diving, and spending quality time with friends, husband and two young ones. Stacy is always there for our clients with a friendly smile, even on the phone! An upbeat attitude and a genuine passion for helping makes her a pleasure to work with. Stacy is always looking forward to working with our clients, new and existing, and injecting humor where she can!