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

Carrie Ellingsen

Wealth Associate

Our partners

Our financial advisors | Morgan Wealth Management Group | National Bank Financial - Wealth Management
Photo de Patrizio Visino, Premium Banker

Patrizio Visino, MBA

Premium Banker

National Bank of Canada

Patrizio, Swiss and Italian citizen, joined National Bank in 2020 with over 15 years international experience in South-East Asia and Europe. Patrizio has an MBA degree in Management of Technology from Swiss Federal Institute of Technology in Lausanne. Speaking fluently French, English, Italian, German and Spanish, he works closely with Wealth Advisors from the Okanagan, helping clients with their banking and financing needs to achieve their financial goals. His client relationship approach and his professionalism are part of the cornerstone of the clients wealth management strategy success.

Contact us

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