Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

We worry about your investments so you don't have to. We care deeply about our clients and treat their money as though it was our own.

The Murray Wealth Management Group is emotionally invested in the families that we work with. We
take deep pride in our work and deliver exceptional value to a select group of clients.

Backed by the 6th largest bank in Canada and in 2013 rated one of the 20 strongest banks
in the world by internationally renowned Bloomberg Markets magazine for the third year running.

National Bank has been listed among the 25 most valuable Canadian brands, ranking 16th
in Interbrand’s 2014 edition of Best Canadian Brands. Interbrand’s ranking is based on several key criteria, including brand strength.

We have access to top notch research and virtually every investment in Canada. This
ensures that you are not being slotted into someone else's "model" and are getting a truly personal and unique portfolio.

Our team of experts

Investment Advisor, Vice President

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I have been a licensed investment advisor since 1995.

I care deeply for my clients' well-being and really love my job. Meeting new people at
various stages of their lives ensures my job is always interesting. I believe that by investing on behalf of client's in some very difficult markets has given me very valuable insight into the importance of risk management.

When I entered the industry, I was a provider of information. Now with the constant
bombardment of news and information I have become a filter of it.

"Never" is not a word in my vocabulary. Although some of the periods in the last 20 years
have given me a few gray hairs, there is nothing I would rather do. Helping people reach their financial goals is incredibly rewarding. I regularly qualify for my firms annual President's Council which recognizes the top advisors in the country.

I am a licensed multi-engine commercial pilot and flew professionally before becoming an investment advisor.   The experience of knowing that lives depended upon my skill in decision making as a pilot helped prepare me for the responsibility I now shoulder when dealing with people's life savings.

Married with two young girls I am very active in their lives. I enjoy travelling, cooking and I look forward to introducing the wonders of the world to my children. I believe that I have received many blessings in my life and it is important to share them with others.

A lot of advisors will help you grow and protect your wealth. I try my best to ensure that you also enjoy it.

Jennie Makowski

Investment Associate

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Jennie has worked in the financial services industry since 2006 and is responsible for facilitating the day-to-day activities of the team, including new accounts, transfers, documentation, cash flow needs, and any general account inquiries.

She is typically the first point of contact for our clients and is able to quickly and efficiently take care of all client needs. She is always pleasant and works relentlessly to ensure that the high standard that we have set for client services is met.

Jennie lives in Cloverdale with her husband Curtis. In her spare time she enjoys music, reading, hiking and bowling.

Jassi Bains

Investment Associate

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Bio coming soon

Our partners

Carla Norris

 CFP, FELLOW OF FPSC

Senior Consultant, Trust & Advisory Services

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Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 19 years.  As a financial planner, she has worked exclusively for fee-only financial planning firms.  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 in good standing of the Canadian Institute of Financial Planners and received the prestigious Fellow of FPSC distinction in 2013.

Carla also volunteers within the financial planning community.  She is a member of the Financial Planning Standards Council’s FPE1 Panel of Examiners and the Certification Scheme Committee.  She served for a number of years on the board of the British Columbia Chapter of the Retirement Planning Association of Canada, until its recent merger with the Canadian Institute of Financial Planners (CIFPs).

Manijeh Moieni

Senior Estate Planning Advisor

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Manijeh is a Senior Estate Planning Advisor with National Bank Financial Wealth Management.  Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.  

Dave Pettenuzzo

 B.Comm., CFP, CLU, CH.FC, RHU

Financial Planner and Insurance Specialist

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Dave is an Estate and Insurance Planning Specialist with NBF Financial Services. Dave is a proud member of the Murray Wealth Management Group and is here to assist as needed to help provide solid insurance based solutions.

Dave is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter. He has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.

Some of Dave’s focus areas include:

  • Estate Planning including Estate Bonds and Insured Annuities
  • Individual and Corporate Tax Shelters using Insurance
  • Guaranteed Permanent Insurance Solutions
  • Annuities – prescribed, non-registered and registered
  • Income For Life Strategies
  • Using Segregated funds to provide Estate Planning
  • Family Wealth Transfer Plans
  • Living Benefits – Disability, Critical Illness and Long Term Care Insurance
  • Group Benefit Plans

Please contact Brendan at (604-541-6531) to setup an appointment with Dave.

Lisa Labree

Business Development Senior Manager

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Bio coming soon

Bryan Ference

Business Development Manager

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Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.

Bryan provides education and sales support to the IA’s and their teams. He uses his expertise and experience to provide IA’s with individualized, intelligent solutions for their clients and prospects.

If the planning gets more advanced, and perhaps more challenging than the IA feels comfortable handling themselves or within their team, he will suggest involving one of our Insurance Specialists and work together to ensure that it is a cohesive and seamless transition.

Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.

Contact us

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