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

Senior Wealth Advisor & Portfolio Manager

Speech bubble picto

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

Speech bubble picto

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

Speech bubble picto

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

Our Partners

Marie-Claude Blanchet, CFP, RFP, CIM, FCSI

Senior Advisor, Financial Planner

National Bank of Canada

Speech bubble picto

English, French

Christine King, J.D., TEP

Senior Advisor, Estate Planner

National Bank of Canada

Speech bubble picto

English

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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