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.

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.

Our team of experts

Senior Wealth Advisor
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Grant Schnurr is a Senior Wealth Advisor at National Bank Financial. He has been an advisor for over 40 years and has also held positions in syndicated product development and management at national investment firms. He is a licensed advisor, graduate of the University of Alberta, Fellow of the Canadian Securities Industry as well as a certified Investment Manager. His responsibilities include asset management, portfolio research and reviews, estate and intergenerational tax and insurance planning. Evenings and weekends you will find Grant outside in the garden or at his easel painting.

Wealth Advisor
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Alex MacKay is a licensed Wealth Advisor with Schnurr Wealth Management Group, our Victoria based portfolio management team with National Bank Financial. He began his career in the financial services industry in 2013 and has been a valued member of Schnurr Wealth Management Group since 2015. Alex resides in Victoria, born and raised on the island. He graduated with a Commerce degree from the Gustavson School of Business at the University of Victoria and later attained his Chartered Financial Analyst (CFA) designation. The CFA Charter is regarded among the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis. Alex assists clients with investment portfolio management, financial and estate planning preparation, research and analysis. Outside of the office, Alex likes to spend his time outdoors cycling, skiing and fly fishing.

Kathleen Lam

Wealth Associate
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Kathleen is a licensed Wealth Associate of 36 years who joined National Bank Financial in 2001.  She graduated from Camosun College in the Business Administration program, majoring in Finance.  She enjoys her role as an associate working closely with clients and her team.  She starts her days in the office early in the morning.   Her primary responsibility is client service which includes portfolio review preparation and follow up, research preparation, booking appointments, and portfolio inquiries.  In her spare time, Kathleen likes to walk, read, and enjoy   quiet time. 

Kirsty Hansen

Wealth Associate
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Kirsty started with National Bank Financial in an operations and branch administration role, gaining great client relations and compliance experience. She joined our team in 2022 as a licensed Wealth Associate and handles the administration and documentation tasks for our team. Originally from Coquitlam BC, she moved to Victoria to complete a bachelor’s degree in Economics at UVic and stayed to make the Island her home. On the weekends you will find her enjoying the local restaurants and exploring the Island with her family and Bernese Mountain Dog, Wallace.

Our partners

Our financial advisors | Schnurr Wealth Management Group | National Bank Financial - Wealth Management
Photo of Derek Cheung, Premium Banker

Derek Cheung

Premium Banker

National Bank of Canada

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of banking experience, from working in Downtown Vancouver to Toronto’s Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies to help them achieve their ambitions. Having always approached his role from a relationship-focused standpoint he strives to deliver top-tier service with his expert-knowledge, professionalism, and dedication to clients.

When not at the office, Derek enjoys travelling around the world to admire the diverse cultural sites, natural wonders, and eat the local food. Having visited over 42 countries, he hopes to visit them all one day. Closer to home, he lives in the Lower Mainland with his dog and enjoys going for runs, hikes, and soaking in all the beauty that B.C. provides. A strong believer of giving-back he actively supports and donates to B.C. Children’s Hospital, Canadian Cancer Society, and Plan International Canada.

Contact us

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