Sheean’s core belief is that discipline, not genius, creates success. By focusing on this belief alone he has been able to help develop individual financial roadmaps for people, whom ultimately reach their goals.
Together we work for you, to reach your goals
The goal for our team is to have someone in every corner when it comes to your questions about your finances.
Our team's culture is one of listening to you tell your story about your goals and objectives. We then start to create your financial plan, that is personalized to you and your family only. Then we take a look at what you have and where you want to go and identify the gaps. Once the gaps are identified, we tailor make an approach to get you where you are today and where you want to be in the future. We dont stop there. We also want ensure your children and the future generations are taken care of whether or not you are still around.
Your trusted advisors
Our Partners
Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.
Senior Financial Planning Consultant
National
Bank of Canada
Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning. As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.
Carolyn Aversa
Mortgage Development Manager4
National Bank of Canada
Carolyn is a residential mortgage specialist. She carefully crafts deals that are ideal for real estate investors and their rental house portfolios. She also specializes in personal banking and helping people manage their debt better.
Christine King, J.D., TEP
Senior Advisor, Estate Planning
National
Bank of Canada
As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.
Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.
She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.
Amanda Hall
Branch Manager
National Bank of Canada
Bryan Ference, CLU, CHS, EPC
Insurance Advisor
National Bank Financial
Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.
Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide individualized, intelligent solutions for their clients and prospects.
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.
Todd Speakman
Mortgage Development Manager
National Bank of Canada
Todd is a residential mortgage specialist. He carefully crafts deals that are ideal for real estate investors and their rental house portfolios. He also specializes in personal banking and helping people manage their debt better.
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- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
