Meet our team

With over twenty years of experience in the securities industry, my position of Investment Advisor at National Bank Financial has been concentrated in expert wealth management techniques. I work one on one with clients to achieve their financial goals through a variety of instruments. I began my career at TDEvergreen and have since moved once to my present employer, National Bank Financial. My client base is largely comprised of high net worth investors whose primary goal is one of capital preservation but also with a focus ongrowth and income.

I attended the University of Western Ontario, completing four years of studies before graduating with Honours in the Bachelor of Arts program. My financial accreditations include:

• Registered Options Representative
• Level II Life Insurance
• Financial Management Advisor (FMA)
• Chartered Investment Management (CIM)
• Registered Portfolio Manager
• Member of the FSCI (www.fsci.ca).

Elsie has been in the industry for over 9 years and started her career at NBF in 2010. With a strong background in brokerage operations and administration, Elsie is committed to providing excellent service to clients. Elsie assists clients with account maintenance and account related questions. She has completed the CSC, CPH, and is CIM licensed. Elsie graduated from University of Toronto, where she earned Honors Bachelor of Arts in Economics, Sociology and Geography.

Wendy is a highly capable member of my team and is there to support myself and Elsie at all times. She has worked in the investment industry for over 25 years and has extensive knowledge of our policies and systems. She has completed her CSC and CPH.