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

Wealth Advisor

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Dean has over 25 years experience in the financial services industry and is National Bank Financial Presidents club member. He is fully supported by a network of specialized adviors required to assist his clients in various wealth and estate management needs.  Dean lives in South Surrey with his wife Nicole and son Matthew. He enjoys golf, fitness and skiing.

Kathy Mills

Wealth Associate

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Kathy Mills has worked in the investment industry for over 21 years and with National Bank Financial for 15 years.  She is an SFU graduate, is fully licensed and holds her Options License.  Kathy adds depth to our team and is available for any of your account related needs.  When she is not at work, Kathy is busy raising her two boys.

Kiana Farrokhi

Wealth Associate

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Kiana has recently relocated from Ontario and has been in the financial services industry for 4 years. Kiana is your contact for account opening and documentation as well as setting up review meetings. Outside of work she enjoys hiking, walking, biking and camping with her husband Ali.  Kiana is also an avid reader.

Our Partners

Dave Pettenuzzo

Insurance Advisor & Financial Planner

National Bank Insurance Firm

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Please contract Dean to set up an appointment with Dave.

Carla Norris

Regional Financial Planner

National Bank Financial - Wealth Management

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Please contact Dean to make an appointment with Carla.

  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.

 

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