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.
We work together to achieve your goals
Our team of highly qualified investment professionals is here to support you in managing 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
Kathy Mills
Senior Wealth Associate
English
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
English
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 B.Com. CFP CLU CH.FC RHU
Insurance Advisor & Financial Planner
National Bank Insurance Firm
Dave is an Estate and Insurance Planning Specialist with National Bank Insurance Firm. He is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter. Dave has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.
Dave has successfully been assisting NBF Wealth Advisors and their clients with their Insurance and Estate Planning needs since Spring of 2008. His approach is to provide clear and prudent solutions which benefit the client and help solidify their overall financial plan.
Carla Norris
Senior Consultant, Trust & Advisory Service¹
National Bank Financial - Wealth Mangement
Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 20 years. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning. Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial decisions, and then making those decisions easy for clients to understand. Carla is a Certified Financial Planner (CFP). She is a member of the Canadian Institute of Financial Planners and the Estate Planning Council of Vancouver. She received the prestigious Fellow of FPSC distinction in 2013.
- 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.
