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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Paul has over 20 years experience in the financial services industry. He has been at National Bank Financial since 2002 as a Wealth Advisor. He is well connected to his community through sports, coaching and via a board of Director position with the Vernon Jubilee Hospital Foundation.
Paul welcomes any questions on your investment portfolio, financial planning or anything to do with your financial health.
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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 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!
