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 Vice President of National Bank Financial and has been an advisor for over 30 years. Grants practice has grown primarily due to his emphasis on a conservative investment approach which encourages referrals from existing clients. His responsibilities include: monitoring investments, making investment recommendations, research, and performing portfolio reviews.

Kathleen Lam

Wealth Associate
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Kathleen is a licensed investment representative whose responsibilities include: portfolio review preparation, maintain mutual fund and research records, providing research, booking appointments, and portfolio enquiries.

Contact us

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