Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

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

Wealth Advisor
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Mentored by his father Casey Jones, Wealth Advisor of 22 years, Robert is a Wealth Advisor at National Bank Financial. One of Robert's core beliefs is to continue to build on his body of knowledge for the benefit of his clients. He achieves this by continuing education through the Canadian Securities Institute, keeping up to date with news and research, and reading books on security analysis. Robert is aware that his industry is constantly changing as are the needs of his clients. Only those professional advisors that are able to adapt will be capable of delivering the top-notch service and guidance clients should expect in managing his clients' financial well-being.

Florrie Chen

Wealth Associate

Contact us

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


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