Meet our team

Standing out in the crowd

Photo taken by Neal Anderson

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth.

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

Senior Wealth Advisor & Portfolio Manager
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Neal has been helping clients achieve their investment goals for over 30 years.  He holds the Chartered Financial Analyst Designation (CFA), recognized as the highest standard of education in the investment industry; is a Certified Financial Planner (CFP); and has a Bachelor of Business degree from Simon Fraser University.

As head of the Neal Anderson Wealth Management Group, Neal's principal role is to provide clients with tax efficient investment solutions that build wealth, preserve capital, enhance income, and effectively transfer wealth to the next generation.

Senior Wealth Associate
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Ruby has over 15 years of experience in the financial industry.  Over that time, she has built a strong knowledge base and developed an exceptional record of client service. 

Dedicated to excellence in client service, Ruby assists in monitoring client portfolios and serves as a key point of contact for our clients' enquiries and ensures that our clients' needs are met efficiently.  As a Licensed Associate, she also assists with the implementation of client portfolios, trade execution and retirement planning solutions.

Leon Lau

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Leon has 30 years of experience in the financial services industry.

Leon handles the team's client service responsibilities, including preparing and maintaining client account documentation and assisting with the day to day operational functions of the team.

Our Collaborators

Our financial advisors | Neal Anderson Wealth Management Group | National Bank Financial - Wealth Management
Photo of Derek Cheung, Premium Banker

Derek Cheung

Premium Banker

National Bank of Canada

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of banking experience, from working in Downtown Vancouver to Toronto’s Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies to help them achieve their ambitions. Having always approached his role from a relationship-focused standpoint he strives to deliver top-tier service with his expert-knowledge, professionalism, and dedication to clients.

When not at the office, Derek enjoys travelling around the world to admire the diverse cultural sites, natural wonders, and eat the local food. Having visited over 42 countries, he hopes to visit them all one day. Closer to home, he lives in the Lower Mainland with his dog and enjoys going for runs, hikes, and soaking in all the beauty that B.C. provides. A strong believer of giving-back he actively supports and donates to B.C. Children’s Hospital, Canadian Cancer Society, and Plan International 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.