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

Email picto

English

Graham Ross has been working in the financial services industry since 1985, where Graham was the Vice President of Strategy and Sales at a large international bond firm.  Graham transitioned into wealth management in 1998 as an Investment Advisor.  In 2016, Graham joined National Bank Financial Wealth Management and continues to provide customized wealth advice and multi-generational planning to high net-worth families and business owners.

Graham completed his Bachelor of Arts in Economics at St. John Fisher College in New York in 1978 and his Master of Business Administration at the University of Toronto in 1986.

Graham has long advocated low-cost index investing.  Graham uses his background in economics and fixed income to create personalized investment portfolios for high net-worth clients.  In addition to portfolio management, Graham’s team provides complementary financial and estate planning services to round out his comprehensive wealth management practice.

Graham and his wife, Lisa have 4 children and 5 beautiful grandchildren together.  In Graham’s spare time, Graham enjoys spending quality family time and walking his dog, Palmer.

Kimberly Wood, CFP®

Senior Wealth Associate

Email picto

English

Kimberly Wood has been working in the financial services industry since 2012 at TD Financial Group.  Kimberly Wood transitioned into wealth management in 2013 as a Licensed Associate and has worked with Graham and his clients since 2015. 

Kimberly completed her Honours Specialization B.A. in Political Science from the University of Western Ontario and completed her post-graduate certificate in Financial Planning from Sheridan College.  Kimberly is licensed to trade, holds her Certified Financial Planner (CFP®) designation and is currently pursuing her Chartered Investment Manager (CIM) designation. 

As Kimberly has worked alongside Graham, she has decided to pursue a career in managing client’s wealth and working with our clients to find a personalized solution to provide peace of mind.  With Kimberly’s background in financial and estate planning, in addition to the mentorship Graham provides, Kimberly is looking forward to her long career and transition into an advisory role.

In Kimberly’s spare time, Kimberly enjoys spending time with friends and family.  Kimberly also enjoys giving back to the community and volunteers for Golden Rescue and Tattered Paws and Golden Hearts – who both helped rescue her 70-pound golden retriever, Samson.

Our Partners

Brian Scott

Insurance Advisor
Scott Insurance
Speech bubble picto

English

Over the years, the life insurance industry has undergone dramatic change, the extent of which many individuals fail to realize. In knowledgeable hands, today’s extensive portfolio of life insurance products can be utilized to provide solutions to a broad array of areas, including family, business and charitable planning.

 

Brian graduated from York University, and entered the financial services industry in 2001. He holds designations as a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU), which is Canada’s premier wealth and estate planning designation.  He is a member of CALU and a qualifying member of the Million Dollar Round Table with distinguished top of the table honours.

Marie-Claude Blanchet

Senior Financial Planning Consultant
National Bank of Canada
Speech bubble picto

English

Marie has been a financial planner for over 20 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. Marie 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 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 obtained her Honours Bachelor of Commerce from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Christine King, J.D., TEP

Senior Advisor, Estate Planning
National Bank of Canada
Speech bubble picto

English

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.

Personalized support

Our team is made up of highly qualified investment professionals with many years of experience in wealth management.

We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.

Contact us

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