Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.  Financial interests are more than the sum of the investments in a portfolio.

Nash Family Wealth Management provides strategies to suit even the most complex wealth management needs delivered through a team approach.

Our team of experts

Senior Wealth Advisor & Portfolio Manager

Marie Martinez

Senior Wealth Associate, BBA

Stephanie Murphy

Wealth Advisor

Diana Davies

Associate

Caetlen Dasilva-Couto

Wealth Associate
Speech bubble picto

English

Our Collaborators

Ashim Khanna

Senior Advisor, Financial Planning, MBA, CFP
National Bank of Canada

Cameron Moses

Mortgage Development Manager
National Bank of Canada

Christine King

Senior Advisor, Estate Planning, J.D, TEP
National Bank of Canada

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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