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 25 years of experience, my journey as a Senior Wealth Advisor and Portfolio Manager at National Bank Financial has been both fulfilling and dynamic. I am passionate about helping clients achieve their financial goals through a combination of appropriate investments, financial planning, and estate planning strategies.

I work closely with my clients, offering personalized one-on-one consultations to ensure that their financial objectives are met. I take great pride in educating clients of all ages, welcoming families, and guiding them through the complexities of wealth management. My team of experts plays a crucial role in providing an excellent level of service and dedication to our clients.

In addition to my extensive experience as a CIM licensed Portfolio Manager, I have completed my Registered Options licensing, as well as both the Level II Life Insurance and Financial Management Advisor (FMA) designations. I am also a registered member of the FSCI (www.fcsi.ca), which further underscores my commitment to maintaining the highest standards of professional excellence.

Elsie Chan, CIM®

Senior Wealth Associate

416-869-8793

elsie.chan@nbc.ca

English

Elsie brings nearly 15 years of experience, starting her career at National Bank in 2010. Specializing in holistic wealth management for high-net-worth clients, she collaborates closely with Erin and Vanessa to provide top-tier support in investment, financial, estate planning, and account management. Elsie holds the CSC, CPH, CIM, and options licenses, and is working toward the Registered Representative designation. Fluent in Cantonese and Mandarin, she enhances the client experience by providing personalized support and ensuring their wealth management needs are met.

Wendy Gardner

Senior Wealth Associate

416-869-7432

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

Wealth Associate

416-507-8068

vanessa.pandeirada@nbc.ca

English

Vanessa began her career with National Bank in 2014, gaining experience across various retail branches, most recently at the flagship branch located at York and King Street in downtown Toronto. In 2021, Vanessa transitioned to National Bank Financial to expand her financial and investment knowledge, joining the team led by Erin and Elsie. With a B.A. in Psychology from York University and CSC designation, Vanessa is committed to continuous growth and is pursuing further education in finance and marketing. Her goal is to enhance her expertise, contributing to the development and success of her team to provide the best possible service to our loyal and valued clients.

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

Olivia Mazomenos

Financing Solutions Specialist

National Bank of Canada

Olivia is a trusted Financing Specialist with extensive expertise in lending and banking solutions. She tailors personalized strategies to meet the distinct financial needs and portfolios of each client. Her offerings include a full suite of lending and banking solutions catered to wealth management clientele. Olivia prioritizes providing trusted advice, guiding and educating clients throughout the process, and ensuring ongoing support and servicing for existing clients.

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.