Meet our team

Neal has been helping clients achieve their investment goals for over 30 years.  He holds the Chartered Financial Analyst Designation (CFA) 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.

As a key member of our team for over 12 years, Ruby works directly with many of our clients on their financial situations. She serves as the key point of contact for complex enquiries, ensuring that their needs are met efficiently and effectively. She has developed an exceptional record of client service and has built many strong relationships with her clear communication and attention to detail.

Ruby is consistently acknowledged as one of the top Associates within the firm, and her top performance has been recognized with her appointment to NBF’s National Associate Advisory Council.  This is a group of Senior Associates who provide direction to the firm’s Senior Operations group. Ruby received her financial education at the University of the Fraser Valley.  She has continued with industry-related coursework on investing and financial planning.

As our team’s Financial Planner, Leon is responsible for providing financial planning guidance, producing retirement plans, and ensuring the smooth functioning of our team’s day-to-day operations.  His good nature and caring attitude are well known to many of our clients.

With over 30 years of experience, Leon’s diverse experience includes banking, insurance and financial planning. He holds the CFP (Certified Financial Planner).

Carson is responsible for evaluating research, portfolio trade execution, and is growing into the role of working directly with our valued clients on their personal financial management.  He is also a member of the Portfolio Management Committee.

Carson gained experience over several years with an institutional asset management firm prior to joining our team at NBF over the past two years and is part of our plan to expand our ability to serve our valued clients. Holding a B.Sc. in Economics, with a specialization in Finance, as well as the CFA (Chartered Financial Analyst) designation, he has a very strong level of technical knowledge in finance and wealth management.

Lauren’s responsibilities include administration & documentation, operational communications with clients, handling general enquiries and problem solving.  Prior to joining our team, Lauren was selected from a broad pool of applicants for National Bank’s “Women in Finance” mentorship program.  She is now working under the mentorship of our more senior team members and rapidly expanding her knowledge base and experience. She holds a Bachelor of Business Management & Organizational Studies from Western University.