Our Team of Experts

Mario works with multi-generational families to overcome complexity, and create meaningful legacies using cost-efficient, high value strategies. 

He is a Chartered Financial Analyst (CFA) and has spent the past 30 years serving high-net worth investors and their families.  Prior to joining National Bank Financial in 2013, Mario worked at other well-known wealth management firms.  He graduated from Concordia University in 1993 with a Master’s in Business Administration (M.B.A). 

Mario has donated his time helping raise much needed funds for oncology research at the Children’s Hospital of Eastern Ontario (CHEO).  Bilingual, born and raised in the Ottawa-Gatineau region, he and his wife Leah are proud parents of 4 children.  Mario thoroughly enjoys cycling in the Ottawa area, as well and skiing, and reading. 

Drawing on over 30 years of experience, Alan specializes in guiding clients through the complexities of investment management, insurance, and financial planning. As a Certified Financial Planner (CFP®), he uses through analysis, risk assessment, and forward-thinking strategies to ensure your financial well-being is positioned for long-term success.

Alan has actively contributed to various charitable organizations such as Big Brothers of Ottawa, the Special Needs Network, and Citizen Advocacy. In addition, his involvement in the Rotary Club of Ottawa is extensive. During his free time, Alan spends time along with downhill skiing and playing golf with his spouse Meredith and teenage children Connor and Alexandra.

Sandra leads our team's daily operations, specializing in client administrative support. Her strong interpersonal skills, coupled with deep industry expertise, enable her to provide the outstanding service our clients have come to expect. She is a seasoned investment professional with more than 30 years of experience.

Sandra enjoys spending time with her family, hiking, cross-country skiing, photography, and travel.