Our financial advisors | Racioppa Advisory Team | National Bank Financial

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

Erin Racioppa, FMA, CIM, FCSI

Senior Wealth Advisor & Portfolio Manager

416-869-8784

erin.racioppa@nbc.ca

English

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 Chan, CIM

Senior Wealth Associate

416-869-8793

elsie.chan@nbc.ca

English

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 Gardner

Senior Wealth Associate

wendy.gardner@nbc.ca

English

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.

Vanessa Pandeirada

Associate

vanessa.pandeirada@nbc.ca

English

Our Partners

Our financial advisors | Racioppa Advisory Team | National Bank Financial - Wealth Management

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.

Our financial advisors | Racioppa Advisory Team | National Bank Financial - Wealth Management

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.

Our financial advisors | Racioppa Advisory Team | National Bank Financial - Wealth Management

Katherine Richards

Finance Solution Specialist

National Bank of Canada

As a Financial Solutions Specialist, Katherine provides personalized banking services (bank accounts, lines of credit, mortgages and home equity lines of credit) with a focus on individually tailored solutions adapted specifically to the needs of her clientele. Her customer service-oriented approach helps clients establish the financial solutions that best assist to prioritize their financial goals, while centering on their future financial objectives.

Katherine has 15 years of banking experience, mainly with National Bank, in a variety of capacities such as operations, head office and the branch network.

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.