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
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English, Cantonese

Sam leads his team by example, demonstrating honesty in every instance and never failing to put his clients’ interests first. He feels blessed to have been given the opportunity to make a real difference in the lives of the people he works with. Sam asks his clients to be upfront, and he returns the favour. Through easy communication, he earns trust, thoroughly understands objectives and strategically builds each portfolio. In his day-to-day role, he collaborates with Radia Wealth’s professional partners to develop his clients’ wealth while he moves the business forward and furthers his extensive knowledge.

Sam holds designations as a Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI) Certified Financial Planner (CFP), Certified Kingdom Advisor (CKA), Chartered Investment Manager (CIM), and Chartered Market Technician (CMT). He has a Bachelor of Commerce in Hospitality and Tourism Management (Ryerson University), a Bachelor of Arts - Economics (Western University), and a Masters in Theological Studies (Tyndale University and Seminary).

Outside of work, you’ll find him skiing, biking, golfing, and traveling. He volunteers often with Cornerstone Christian Community Church, and he has previously served on the Board of Directors and was a member of the President's Advisory Council at Markham Stouffville Hospital.

Senior Wealth Advisor & Portfolio Manager
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English, Cantonese

Derrick views his work as his light, shining in such a way as to inspire others. He aligns his tasks with his values, and he takes the time to truly listen to your story. An honest conversation is key to helping him understand the purpose and meaning of your wealth. He educates himself in every circumstance, and he’ll always be honest in helping you discern which choices you need to make. When you achieve your goals, Derrick achieves his.

Day-to-day, Derrick is fueled by integrity, conviction and the simple rule to treat others the way he would want to be treated. A life of vast and diverse experiences have prepared him to build Radia Wealth on a foundation of knowledge and empathy. Derrick is constantly learning and adapting. He believes that everything going on today is preparing him to impact more people tomorrow.

He holds designations as a Chartered Financial Analyst (CFA), Chartered Investment Mananger (CIM), Certified Financial Planner (CFP), Certified Kingdom Advisor (CKA), Fellow of the Canadian Securities Institute (FCSI), Chartered Market Technician (CMT) and is insurance licensed. He has a BSc Biology (Western University) and a Masters of Divinity (Tyndale University and Seminary).

He enjoys spending time with his wife and two children, as well as exercise (CrossFit), Bonsai, theology, philosophy, and Scotch whisky.

Carman Chan, CFA

Senior Wealth Associate
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English, Cantonese

Carman listens intently to clients’ goals, and she’s clear about what they can expect from the start. She assists in the management of portfolios, analysis of asset allocation, portfolio construction and strategy specific investments to ensure that portfolios are aligned with clients’ objectives.

Her impressive attention to detail and strong quantitative analytical skills allow her to solve complex business problems and add value to each relationship. Clients enjoy the highest level of service. Carman holds a B.Sc. (Hons) in Statistics from York University along with a Chartered Financial Analyst designation.

Away from work, Carman can be found hiking in summer and snowshoeing in winter. She enjoys baking and playing her piano.

Renee Yeung

Wealth Advisor
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English, Cantonese, Mandarin

Renee is always available to her clients — always. As a talented financial planner and advisor, she defines accessibility and brings a wealth of experience to each portfolio she rebalances and every account she reviews. Renee listens intently to her clients to better understand their short and long term goals, and she is eager to educate them about planning, building, and protecting their wealth. Her patience and flexibility are truly unmatched, but it’s her passion for her work that makes her great at it. Renee holds a Bachelor’s Degree in Economics.

At home, Renee uses her patience to master board games and Mahjong. She’s a great cook, and she enjoys badminton.

Helen Ngo-Lopez

Wealth Advisor
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English, Cantonese

Helen knows that every effective financial plan starts with understanding her client’s story. She paints a picture of their future to show what they can expect in different scenarios, then adjusts her approach so that it aligns with each client’s vision.

Helen doesn’t do anything halfway. As such, she comes equipped with a deep knowledge of insurance and financial planning gained over 15 years of helping her clients navigate life. Additionally, Helen holds a bachelor degree from the Schulich School of Business.

She plays an active role in her vibrant and multicultural church community, and she attends leadership forums whenever she can.

Ivy Li

Senior Wealth Associate
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English, Cantonese, Mandarin

Ivy begins each day by prioritizing her tasks and approaching each one with precision. She is incredibly thorough and practices agile methodology to ensure she is responsive to changing situations and challenges. Through responsive and open communication, Ivy considers herself a symbiotic partner in her clients’ success. She brings over a decade of experience in the financial industry to her work, as well as a commitment to put her clients’ needs first. Ivy holds a Bachelor of Business Administration from the University of Toronto with a specialty in International Business.

Outside of the office, Ivy hones her eye for detail with arts and crafts. She enjoys spending time with her family, especially over the holidays. She’s a movie fan, and she loves a good sci-fi thriller.

Julia Griffin (On Maternity Leave)

Wealth Associate
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English, Spanish

Julia is eternally friendly, incredibly hardworking and driven by integrity. Day-to-day, she assists the team, places trades, manages documents and sees herself as part of a strong team that collaborates beautifully to provide exceptional wealth management advice and support. Julia ensures our clients’ needs are being met in a timely and efficient manner, and she is quick to earn the trust of those who work alongside her. Julia holds a BSc from the University of Waterloo, and she has committed a decade of her life to non-profit work in Central America.

Julia is a proud mom of three. She enjoys spending time with her family, crocheting, hiking and sitting back with a good book.

Maria Belevitina

Wealth Associate
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English, Italian, Russian

Helping people navigate the complex world of finance is Maria’s true passion. She offers her advice through active communication and collaboration with each client. To her relationships, she brings responsibility, integrity, flexibility and a determination to thoroughly understand the needs of others. Maria holds a Bachelor of Commerce with Distinction from the University of Toronto, where she had a Finance Internship at the Women’s Legal Education and Action Fund (LEAF). She has completed her CSC (Canadian Securities Couse).

She speaks English, Italian and Russian. Maria enjoys staying active, has a passion for Italian culture, food and wine, and adores Russian classic literature.

Our Collaborators

Our financial advisors | Chan Lee Wealth Management Group | National Bank Financial - Wealth Management
Photo of Marie-Claude Blanchet, Senior Financial Planning Consultant, partner.

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 | Chan Lee Wealth Management Group | National Bank Financial - Wealth Management
Photo of Ashim Khanna, Senior Advisor, Financial Planning, partner.

Ashim Khanna, MBA, CFP

Senior Advisor, Estate Planning²

National Bank of Canada
 

Ashim is a financial professional with extensive knowledge of financial and wealth planning. He has worked in the financial services industry for over 10 years providing affluent clients with comprehensive wealth planning solutions. Ashim is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) Level II candidate, and a member of FP Canada & CFA Institute. He has obtained his Bachelor of Commerce and MBA Finance in India. Ashim is dedicated to his professional development through continuous education. Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. Ashim provides wealth management solutions and financial strategies in the areas of retirement planning, taxation, cash management, education planning, insurance planning, estate and intergenerational wealth transfer planning. Ashim is devoted to providing high-quality advice to help his clients achieve their financial goals. Outside of working hours, Ashim likes travelling and exploring new destinations, keeping active with running and scuba diving, and spending time with his family and friends.

Our financial advisors | Chan Lee Wealth Management Group | National Bank Financial - Wealth Management
Photo of Christine King, Senior Advisor, Estate Planning, partner.

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.

  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.